Fidelity International portfolio manager Nick Peters talks to Julian Marr about the recent uptick in market volatility and the asset classes and markets he is backing with most conviction.
This short video interview addresses the following questions: * Volatility in markets appears to have picked up in recent weeks - perhaps sparked by President Trump's tweets on China and trade at the beginning of May. What is your reading of the situation? * Does the volatility and the recent sell-off of risk assets present opportunities for your total return portfolios? Or is it a case of battening down the hatches? * Given your access to a wide range of instruments across regions and the capital structure, what are some of your key areas of conviction at present?
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