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.**

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, <a href="https://omny.fm/shows/for-investment-professionals-only">Fidelity Answers</a>, where we dig deeper into a range of topics affecting markets, global economics, and the world of investing.**

Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato?

If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, this show brings you in depth interviews and conversations with our analysts, portfolio managers and investment directors to tackle the big questions facing investors today.

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This podcast is provided for information purposes only and is intended only for the person or entity to which it is sent or downloaded by. It must not be reproduced or circulated to any other party without prior permission of Fidelity. Fidelity Personal Investing does not give personal recommendations. The value of investments can go down as well as up so you may get back less than you invest. For other important legal notices please see our website: www.fidelity.co.uk/professional/about/

Welcome to Rich Pickings, Fidelity International's asset allocation podcast.

Rich Pickings: Fidelity's Asset Allocation Podcast

Welcome to Fidelity International's award-winning monthly asset allocation podcast. What will the portfolio managers reveal about their investment strategies? Where are they investing and why? What are the team's hot cakes this month? And what would they drop like a hot potato?

Welcome to Fidelity International's award-winning monthly asset allocation podcast. What will the portfolio managers reveal about their investment strategies? Where are they investing and why? What are the team's hot cakes this month? And what would they drop like a hot potato?

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