Fidelity multi-asset team ploughs back into risk assets

Moves to overweight equities and fixed income

Laura Dew
James Bateman, CIO for Fidelity Multi Asset

James Bateman, CIO for Fidelity Multi Asset

The multi-asset team at Fidelity has moved from neutral to overweight in both its equities and fixed income allocations on the back of heightened market volatility presenting opportunities.

At the end of last year, the team announced it had cut its equities allocation to neutral as a result of recession fears in 2019 and expectations of slower global growth. It has since changed its stance...

To continue reading this article...

Join Investment week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space

  • Get ahead of regulatory and technological changes affecting fund management

  • Important and breaking news stories selected by the editors delivered straight to your inbox each day

  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts

  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Multi-asset

Thomas Coughlin of Kinesis Money

Fool me twice: The lessons we are yet to learn in the 100 years since Weimar hyperinflation

Need to recognise inherent flaws in current system

Thomas Coughlin
clock 22 October 2021 • 3 min read
The bank has pushed back against claims it may offload its asset management arm

State Street disavows claims of asset management sale - reports

Sparked by Invesco rumours

James Baxter-Derrington
clock 22 October 2021 • 1 min read
St James's Place CEO Andrew Croft

St James's Place AUM up 25% year-on-year

Improving consumer confidence fuelled net inflows

Jenny Turton
clock 21 October 2021 • 1 min read