In this monthly video series, Fidelity International’s Multi Asset team explore the key themes shaping markets, how portfolio positioning is evolving, and where they see opportunities ahead.
This update examines the continued strength of the AI and technology theme, the growing concentration risk within global equity markets, and why increasing exposure to the S&P 500 Equal Weight Index could help build more diversified and resilient portfolios.
Watch Fidelity International’s video here: Market Minutes – July 2026
Main image: office, filming, 2h-media-zqElLGjoPdw-unsplash
