Fidelity Multi Asset portfolio manager Bill McQuaker outlines his current investment views to Hannah Godfrey, including his thoughts on some 'early signs of deterioration' in the US equity market.
This short video interview covers the following points: * Are you seeing any worrying signs in the US and, if so, what are the implications? * What is your view on the recent difficulties facing the global semi-conductor industry? * What are your thoughts on the news that has been coming out of Argentina and Turkey - and on emerging markets more generally? *Do you expect the US to continue to diverge from the rest of the world in terms of equity market performance?
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