How worried should you be about your investment portfolio right now?
Fidelity International's chief investment officers for equities and fixed income walk us through how they see the investment landscape following one of the most volatile periods in market history. 00:00 Intro 04:20 Impact of supply chain disruptions 07:42 Recession risks 11:29 What is the market missing? 17:31 Does diversification still work? 22:54 US dollar outlook 24:29 Emerging market equities outlook 28:20 Should we worry about defaults? 32:35 AI #stocks #AI #gulfwar2026 #oil #supplychains #investing #stockmarket #bonds #equities #equityresearch #fixedincome ---- Credits Producers: Patrick Graham, Rachel Reed Studio operators: Alex Willcox Post production: Connor Baillie Social producer: Ben Traynor Design: Mark Hamilton Editor: Seb Morton-Clark
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