July's asset allocation

James Bateman on what's driving markets

Bull or bear: what is market sentiment?

Grit in the system: preparing for a trade war

Hot cakes and hot potatoes

Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their July debrief, hosted by Richard Edgar, Editor in Chief.   Anna Stupnytska, Global Economist, Markets Analyst Charlotte Harington, and Portfolio Manager Bill McQuaker debate how to read current market sentiment and why investors should start paying more attention to the trade war between the US and China. We also hear from Multi Asset CIO James Bateman on what he sees driving markets before the summer break.   And the guests reveal their hot cakes and hot potatoes: the Mexican peso, emerging market equities, and semiconductors all feature - but in which category?   And if you enjoy Rich Pickings, why not try our other podcast: Fidelity Answers.   

<p>Fidelity&rsquo;s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their July debrief, hosted by Richard Edgar, Editor in Chief. &nbsp; Anna Stupnytska, Global Economist, Markets Analyst&nbsp;Charlotte Harington, and Portfolio Manager&nbsp;Bill McQuaker debate how to read current market sentiment and why investors should start paying more attention to the trade war between the US and China. We also hear from Multi Asset CIO James Bateman on what he sees driving markets before the summer break. &nbsp; And the guests reveal their hot cakes and hot potatoes: the Mexican peso, emerging market equities, and semiconductors all feature - but in which category? &nbsp; And if you enjoy Rich Pickings, why not try our other podcast:&nbsp;<a href="http://bit.ly/For-Investment-Professionals-Only-from-Fidelity-International">Fidelity Answers</a>.&nbsp; &nbsp;</p>

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?

<p>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?</p>

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