Fidelity’s Market Week: March Shaping up to Be Worst Month for Balanced Portfolios Since the Aftermath of Russia’s Invasion of Ukraine

Fidelity’s Market Week: March shaping up to be worst month for balanced portfolios since the aftermath of Russia’s invasion of Ukraine

Tom Stevenson, Investment Director, Fidelity International comments on what’s driving investments this week. In an echo of the challenging market conditions of 2022, shares and bonds have followed each other lower in March in a difficult month for so-called 60/40 balanced portfolios. “For decades, investors have benefited from the divergent performances of the two main asset classes. Holding both in a diversified portfolio – typically 60% in sha…

Fidelity’s Tom Stevenson comments amid echoes of 2022’s simultaneous falls in both shares and bonds

Tom Stevenson, Investment Director, Fidelity International comments on what’s driving investments this week. In an echo of the challenging market conditions of 2022, shares and bonds have followed each other lower in March in a difficult month for so-called 60/40 balanced portfolios. “For decades, investors have benefited from the divergent performances of the two main asset classes. Holding both in a diversified portfolio – typically 60% in sha…

Fidelity’s Market Week: Tom Stevenson comments amid echoes of 2022’s simultaneous falls in both shares and bonds with March shaping up to be the worst month for balanced portfolios since the aftermath of Russia’s invasion of Ukraine