Asset Allocation View – October 2019

Fidelity
By October 23, 2019 16:52

Asset Allocation View – October 2019

Maintaining a focus on quality credit: 2019 has seen a spike in overall levels of negative yielding debt. This has resulted in the ‘reach-for-yield’ becoming even more pronounced, and investors moving down the capital structure to earn income. Against this backdrop, our income-focused portfolio managers remain biased to highquality credit with supportive fundamentals, and are not simply chasing yield. Tilted towards emerging markets: US technology stock outperformance is narrowing the bull market, with earnings forecasts looking stretched into 2020. With Europe still weak, we see emerging market equities as more likely to meet or exceed earnings forecasts.

Fidelity
By October 23, 2019 16:52

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