September's House View

Latest reading from Fidelity's Leading Indicator

Where next for global markets

The case against Japanification

Hot cakes and hot potatoes

In this month's Rich Pickings our investment team gets under the skin of markets for a robust diagnosis of the global economy: are investors overestimating corporate profitability? We put the notion of 'Japanification' to the test, and hear why gold and department stores are weighing on the minds of portfolio managers. Plus a look at how Fidelity's House view has shifted over the summer break.

Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist, Wen-Wen Lindroth, and Portfolio Managers Bill McQuaker and Jeremy Podger. With additional contributions from Assistant Portfolio Manager Ian Samson and Co-Portfolio Manager Marton Huebler.

**If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.**

In this month's Rich Pickings our investment team gets under the skin of markets for a robust diagnosis of the global economy: are investors overestimating corporate profitability? We put the notion of 'Japanification' to the test, and hear why gold and department stores are weighing on the minds of portfolio managers. Plus a look at how Fidelity's House view has shifted over the summer break.
Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist, Wen-Wen Lindroth, and Portfolio Managers Bill McQuaker and Jeremy Podger. With additional contributions from Assistant Portfolio Manager Ian Samson and Co-Portfolio Manager Marton Huebler.
**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 hear from the experts on 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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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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