May's asset allocation

On the FLI: a reading of Fidelity's Leading Indicator

In focus: healthcare's political burden

Hot cakes and hot potatoes

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.**

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.&nbsp;
**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.

---
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?

Advertisement