May 2018: Increased caution leads to an "historic moment" - 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 May debrief, hosted by Richard Edgar, Editor in Chief.

Portfolio Manager Matt Quaife, Markets Analyst Charlotte Harington, and James Bateman, Chief Investment Officer, discuss how a deteriortion in economic data has led to increased caution amongst the asset allocation group and explain its impact on their positioning. With additional contribution from Research Analyst Ian Samson.The team also reveal their hot cakes and hot potatoes: Italy, cash, and duration with "a little sprinkling of energy equities" all feature - but in which category?

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