June's allocation: changes on Europe

Readings from Fidelity's Leading Indicator - The FLI

The Disconnect: Equity vs Credit markets

Summer markets?

Regions: the Japan-UK pair

Reading the central banks

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 June debrief, hosted by Richard Edgar, Editor in Chief.   James Bateman, CIO Multi Asset, Markets Analyst Charlotte Harington, and Portfolio Manager Eugene Philalithis explain why there’s a shift in sentiment over Europe and try to square the mixed messaging coming from central banks. Separately, Portfolio Manager Matt Quaife talks about his concern with credit markets.   The guests also put forward their hot cakes and hot potatoes: Brazilian equities, euro high yield, and the yen are in there - 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 June debrief, hosted by Richard Edgar, Editor in Chief. &nbsp; James Bateman, CIO Multi Asset, Markets Analyst&nbsp;Charlotte Harington, and Portfolio Manager&nbsp;Eugene Philalithis explain why there&rsquo;s a shift in sentiment over Europe and try to square the mixed messaging coming from central banks. Separately, Portfolio Manager Matt Quaife talks about his concern with credit markets. &nbsp; The guests also put forward their hot cakes and hot potatoes: Brazilian equities, euro high yield, and the yen are in there - 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>.</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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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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