How should investors recalibrate for this new phase in markets and what sort of landing of the global economy can we expect central banks to achieve? Richard Edgar is joined by portfolio managers Charlotte Harington and Jeremy Podger and global macro economist Anna Stupnytska to discuss. With additional contributions from Paul Greer and Tim Foster. <a href="https://pod.fo/e/123e45">Listen to Paul and Tim's recession debate</a>. Read ECB President Christine Lagarde's blog: <a href="https://www.ecb.europa.eu/press/blog/date/2022/html/ecb.blog220523~1f44a9e916.en.html">Monetary policy normalisation in the euro area</a>. Read more expert commentary at <a href="https://www.fidelityinternational.com/">fidelityinternational.com</a>.See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

How should investors recalibrate for this new phase in markets and what sort of landing of the global economy can we expect central banks to achieve? Richard Edgar is joined by portfolio managers Charlotte Harington and Jeremy Podger and global macro economist Anna Stupnytska to discuss. With additional contributions from Paul Greer and Tim Foster. Listen to Paul and Tim's recession debate. Read ECB President Christine Lagarde's blog: Monetary policy normalisation in the euro area. Read more expert commentary at fidelityinternational.com. See omnystudio.com/listener for privacy information.

How should investors recalibrate for this new phase in markets and what sort of landing of the global economy can we expect central banks to achieve? Richard Edgar is joined by portfolio managers Charlotte Harington and Jeremy Podger and global macro economist Anna Stupnytska to discuss. With additional contributions from Paul Greer and Tim Foster. <a href="https://pod.fo/e/123e45" rel="noopener noreferrer">Listen to Paul and Tim's recession debate</a>. Read ECB President Christine Lagarde's blog: <a href="https://www.ecb.europa.eu/press/blog/date/2022/html/ecb.blog220523~1f44a9e916.en.html" rel="noopener noreferrer">Monetary policy normalisation in the euro area</a>. Read more expert commentary at <a href="https://www.fidelityinternational.com/" rel="noopener noreferrer">fidelityinternational.com</a>.See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

'The rules of the game have changed'

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/

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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. --- 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/

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'The rules of the game have changed'

'The rules of the game have changed'

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