Navigating a multipolar world
Geopolitics, policy and markets are colliding, but what does a multipolar world mean for portfolios, and why should investors be looking to true, multi‑dimensional diversification in this regime?
In this episode, Salman Ahmed, Fidelity's Global Head of Macro and SAA joins Lukasz de Pourbaix to step back from the noise to frame the big forces: shifting power blocs, policy trade‑offs and changing market structures, translating them into a practical way of thinking about portfolio resilience. Expect a focus on reducing concentration risk, building durability across regimes, and using…
The skinny
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