Fidelity Multi Asset portfolio manager Eugene Philalithis talks to Sophie King about balancing defensive and risk assets when generating income, and his key areas of conviction for the rest of the year.
This short video interview covers the following points: * Risk assets performed very well in the first quarter of the year, and the S&P500 has again moved close to its all-time highs reached back in 2018. Looking ahead, do you see this rally as sustainable or do you see a growing role for US treasuries or other defensive assets in your income funds? * How would you explain the way markets have been exhibiting strong performance while the economic data has diverged on the downside? *Given your access to a wide range of instruments across regions and the capital structure of companie...
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