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A successful regime carries within it the seeds of its own demise; what do we mean by regime change, what regime are we in and what will any change mean for investors and our portfolio? We discuss with Lawrence how a multi-manager portfolio like ours can help at a time of change and smooth the returns for investors. we will look for signs of the seeds of change, and examine how a Multi-Manager can adapt for its investors. We also explore the causes of the change, the relationship to the Covid-19 crisis and what to look out for in markets.
Amid a global health crisis, this year has been characterised by huge uncertainty in markets. Eugene Philalithis, Head of Multi Asset Investment Management and manager of the Fidelity Multi Asset Income range discusses the growing disconnect between some asset classes, which are close to record highs, and the real economy and explains why the team are focusing on credit opportunities over equities in the current environment.
In this interview, Lawrence Gosling chats to Jupiter's fund of funds portfolio manager John Chatfeild-Roberts. John is a veteran of many market cycles and shares his views about the current crisis, along with any lessons from the past downturns that are still applicable today. They also discuss the role of multi-manager solutions in the modern investment industry, how portfolio managers can manage diverse risks such as currency exposure, and the need to be patient and keep an eye on the long-term, while also knowing the right moment to take swift and decisive action in response to market events. John also shares some of the characteristics he looks for in a fund manager, some of the possible warning signs that things may be about to go off the rails, as well as how the necessary distancing as a result of Covid-19 has influenced the frequency and nature of meetings with fund managers.
Robin will explore why the Covid crisis could mark an important inflection point in the trend of disinflation, which has underpinned many important investment themes of the past 40 years. He will discuss what to look out for, why it is so important and how, as investors, we may need to think very differently about managing portfolios over the coming years.