December 2017: No flashing warning signs - yet - a podcast by Fidelity International

Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their December debrief, hosted by Richard Edgar.
Eugene Philalithis, Portfolio Manager, Charlotte Harington, Markets Analyst, and James Bateman, the team’s Chief Investment Officer, discuss the warning signs they look for to work out if markets are approaching a tipping point and outline their base cases for equities in 2018.Then the team reveal their hot cakes and hot potatoes for the month: alternatives, high yield and Mexico are all in there - but in which category?

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