Portfolio Manager Ayesha Akbar says this has been a fascinating time in the markets. Reflecting on the market activity of 2020 and heading into the second quarter of 2021, Ayesha gives her global outlook for the year. She addresses many current themes including growth versus value, inflation, and the U.S. into emerging markets. Ayesha manages the Fidelity Global Asset Allocation Fund. For her fund in particular, she looks at it from a global standpoint - investing in global equities, global bonds, and cash. She also looks at regional allocations and sector allocation as well. She notes that we are in the most compressed economic cycle that she can remember, which gives rise to many opportunities.
Recorded on March 19, 2021.