Fedeli Says M&G Is Underweight US But Not Abandoning It

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M&G Investments' CIO Fabiana Fedeli suggests that investors should diversify their portfolios by reducing their exposure to the US dollar, citing a need for differentiation.

Market Impact

Market impact analysis based on neutral sentiment with 80% confidence.

Sentiment
Neutral
AI Confidence
80%
Time Horizon
Short Term

Article Context

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Fabiana Fedeli, CIO of multi-asset at M&G Investments, discusses equity market diversification, the outlook for long-dated bonds and gold. “There is an understanding that possibly portfolios were a little bit too skewed to the US dollar,” Fedeli tells Bloomberg Television. “There is a need of differentiation.”

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Original article published by Bloomberg on January 23, 2026.
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