September 2017: A pessimist's optimism; alternatives when everything looks expensive - a podcast by Fidelity International

Against a backdrop of increasing geopolitical tensions, members of Fidelity’s Asset Allocation Group gathered to discuss how they are positioned for the month - and this is their debrief.
Anna Stupnytska, Global Economist, Mike Costa, Assistant Portfolio Manager and James Bateman, the team’s Chief Investment Officer, tell Richard Edgar why there's no point positioning for binary political outcomes, where to go when everything looks expensive and what assets they’d drop like a hot potato.--

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