Fidelity Solutions investment director Sean Molony talks to managers Kevin O'Nolan and Nick Peters about the challenges for multi-asset investors ahead of next month's presidential election.
The pair discuss the implications of a Donald Trump or Hillary Clinton presidency on US and global equities, and describe how they are positioning portfolios to protect against both outcomes. They also look at the increased importance of asset class diversification as the role of central banks begins to change around the world, following an era of unprecedented monetary policy measures.
To continue reading this article...
Join Investment Week for free
- 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