Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their July debrief, hosted by Richard Edgar, Editor in Chief. Anna Stupnytska, Global Economist, Markets Analyst Charlotte Harington, and Portfolio Manager Bill McQuaker debate how to read current market sentiment and why investors should start paying more attention to the trade war between the US and China. We also hear from Multi Asset CIO James Bateman on what he sees driving markets before the summer break. And the guests reveal their hot cakes and hot potatoes: the Mexican peso, emerging market equities, and semiconductors all feature - but in which category? And if you enjoy Rich Pickings, why not try our other podcast: For Investment Professionals Only.  --

This podcast is for Investment Professionals only and should not be relied on by private investors. 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.