Fidelity multi-asset managers Nick Peters and Kevin O'Nolan describe why they have moved overweight on the energy sector.
Talking to Fidelity global economist Anna Stupnytska, the pair also explain why a slow path for interest rate hikes will be positive for equities and why it is still too early to increase allocations to emerging markets.
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- 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
