The bond market is flagging that risk, with short term rates as high or slightly higher than longer term yields.
And if interest rates come back towards a neutral rate of around 2.5% within 18 months or so that might be a decent backdrop for shares.
In the run up to the Easter weekend it’s the big US banks, as usual, which get proceedings underway.
If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
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