In this month's Rich Pickings we find out how Fidelity's house view has changed since April and ask the asset allocation group to explain their thinking. To what extent are trade wars and Fed pivots influencing their positioning?

Richard Edgar, Editor in Chief, talks to Anna Stupnytska, Head of Global Macro Economics and Investment Strategy, Peter Khan, Portfolio Manager, and James Bateman, Chief Investment Officer for Multi Asset.

We also hear from Markets Research Analyst Ian Samson about what Fidelity's Leading Indicator (the FLI) is telling us about the global economy - is it more positive, or just less negative? And we sit down with Portfolio Manager Alex Gold and analysts Bruce McAlpine and Sam Heithersay from the healthcare team to hear why politics has been weighing so heavily on the sector. 

**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.**