In this month's Rich Pickings: has inflation really disappeared or does it remain lurking in the shadows? If so, what risk does it pose and how can investors guard against it? Plus, the thinking behind moves in Fidelity's House View - a more positive stance around equities in the short-term but a strongly negative rating for long-term government bonds. And why investors could be losing their sweet tooth for sugar.

Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist, Wen-Wen Lindroth, Head of Investment Solutions Design, David Buckle, and Portfolio Manager, Tim Foster. With a whistle-stop tour of the global economy from Ian Samson, Markets Research Analyst.

**If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we dig deeper into a range of topics affecting markets, global economics, and the world of investing.**