Welcome back! After a short break, we've returned to Fidelity's asset allocation group meetings, this time with a newly launched house view that aggregates the full range of perspectives from across the investment teams. We'll be keeping you updated on that as well as bringing into the studio a wider cast of guests to provide practical insights into the key topics informing those views.

You can read more and follow those changing views at fidelityoutlook.com.

This month: what to read from the Fed's dovish pivot and how relevant is an inverted yield curve, really? Plus, a deep dive into Europe and the challenges the single currency area faces.

Richard Edgar, Editor in Chief, talks to Anna Stupnytska, Head of Global Macro Economics and Investment Strategy, Ario Emami Nejad, Portfolio Manager, and Tom Ackermans, Research Equity Analyst with a focus on European banks. We also hear from Director of European Research in Fidelity's real estate division, Kim Politzer, about why bricks and mortar might provide something of a safe haven for investors currently looking at Europe.

**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.**