Risk assets extended their recent sell-off as the Covid-19 coronavirus outbreak spread further around the world, while investors flocked to haven assets and pushed Treasury yields to record lows. But amid the renewed volatility Fidelity Multi Asset Income Fund’s George Efstathopoulos explains where he’s finding some areas of unexpected outperformance
According to recent research paper
‘Change is the only constant’ has become increasingly evident for Asia as the impact of the coronavirus is felt across global financial markets. Despite these headwinds to near-term growth, Fidelity Asia Fund portfolio manager Teera Chanpongsang highlights the continued structural shifts in the region and how discipline around these fundamental drivers can reward investors at such times of volatility.
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