Behind The Markets Podcast: Trevor Greetham
Behind the Markets Podcast
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Hedging Inflation Risk?
Fidelity's multi-asset solution portfolios include commercial real estate. We don't believe in the market capitalization approach, which tends to give you a very big exposure to US growth stocks. So we have an extra allocation to the UK market, and that's partly home bias. The UK stock market also is much more inflation resilient. And I've been including commodities in my funds, Fidelity in Royal London, since I left Merrill Lynch 20 years ago.
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