Multi Asset Outlook: Waiting for more certainty
13 January 2022
Henk-Jan Rikkerink, Fidelity’s Global Head of Solutions and Multi Asset, discusses why he expects growth to be solid and earnings respectable this year, barring major catastrophe. However, growth momentum is slowing, while valuations and positioning give cause for concern. Fidelity’s Global Macro team, whose views are a key input in our asset allocation decisions,...