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Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet
Summary
In this timely episode of Insight is Capital, Pierre sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments, to unpack Fidelity’s latest macro outlook and strategic asset allocation decisions—just as the world braces for another wave of geopolitical and trade disruption.
Drawing from Fidelity’s latest research piece titled "Elbows Up", Kolet shares why his team dialed back US equity exposure and tactically reallocated toward Europe. The conversation delves into the erosion of US institutional strength, rising stagflation risk, and the immense threat posed…
The skinny
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