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: Fidelity Answers.   

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