Listen here to find out how Fidelity’s Asset Allocation Group are positioned this month.

Richard Edgar, Editor in Chief, leads the discussion with Multi Asset's Chief Investment Officer James Bateman, Markets Analyst Charlotte Harington, and Nick Peters, Portfolio Manager. Together they take a close look at Brexit and ask to what extent it really matters beyond the UK.

We also hear from George Efstathopoulos, a Hong Kong-based Portfolio Manager, who provides an Asia perspective on Europe's trials and tribulations.

And if you enjoy Rich Pickings, why not try our other podcast: For Investment Professionals Only. 

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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.

See omnystudio.com/listener for privacy information.

Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their October debrief, hosted by Richard Edgar, Editor in Chief.

Multi Asset's Chief Investment Officer James Bateman, Markets Analyst Charlotte Harington, and Eugene Philalithis, Portfolio Manager, take a look at recent market turbulence and what its wider implications could be, and why Asia might be a good place to look for opportunity.

We also hear from Matt Quaife, Portfolio Manager, who lays out two theories for the dollar's trajectory - each with very different implications for the world.

And if you enjoy Rich Pickings, why not try our other podcast: Fidelity Answers. 

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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.

See omnystudio.com/listener for privacy information.

Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their September debrief, hosted by Richard Edgar, Editor in Chief.

Multi Asset's Chief Investment Officer James Bateman, Markets Analyst Charlotte Harington, and Matt Quaife, Portfolio Manager, discuss their views on the pressures facing emerging markets - and likely spillover - aswell as the increasingly central role that the US is playing in world markets and why it matters. 

We also speak to Ian Samson, Markets Analyst, who gives an overview of what the latest economic data are telling us about the direction of the global economy.

And if you enjoy Rich Pickings, why not try our other podcast: Fidelity Answers. 

See omnystudio.com/listener for privacy information.

Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their August debrief, hosted by Richard Edgar, Editor in Chief.

Global Economist Anna Stupnytska, Portfolio Manager George Efstathopoulos and Multi Asset CIO James Bateman discuss the likelihood of a financial shock from the Turkey crisis spilling over into not just emerging but also developed markets - and where the contagion might be most significant if it does.

And we catch up with another Portfolio Manager, Bill McQuaker, to hear why he’s growing more and more cautious about the optimistic US economy.

Finally, the guests reveal their hot cakes and hot potatoes: the Japanese Yen, Latin American equities, and oil pipelines all feature - but in which category?

And if you enjoy Rich Pickings, why not try our other podcast: Fidelity Answers. 

See omnystudio.com/listener for privacy information.

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.   

See omnystudio.com/listener for privacy information.

Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their June debrief, hosted by Richard Edgar, Editor in Chief.   James Bateman, CIO Multi Asset, Markets Analyst Charlotte Harington, and Portfolio Manager Eugene Philalithis explain why there’s a shift in sentiment over Europe and try to square the mixed messaging coming from central banks. Separately, Portfolio Manager Matt Quaife talks about his concern with credit markets.   The guests also put forward their hot cakes and hot potatoes: Brazilian equities, euro high yield, and the yen are in there - but in which category?   And if you enjoy Rich Pickings, why not try our other podcast: Fidelity Answers.

See omnystudio.com/listener for privacy information.

Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their May debrief, hosted by Richard Edgar, Editor in Chief.

Portfolio Manager Matt Quaife, Markets Analyst Charlotte Harington, and James Bateman, Chief Investment Officer, discuss how a deteriortion in economic data has led to increased caution amongst the asset allocation group and explain its impact on their positioning. With additional contribution from Research Analyst Ian Samson.

The team also reveal their hot cakes and hot potatoes: Italy, cash, and duration with "a little sprinkling of energy equities" all feature - but in which category?

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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.

See omnystudio.com/listener for privacy information.