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.**

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&nbsp;<a href="https://fidelityoutlook.com/">fidelityoutlook.com</a>.
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, <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.

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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?

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?

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