December 2019: Politics and the portfolio

The UK election has delivered a decisive victory to Boris Johnson. How widely and for how long will the ramifications be felt by markets? And what of elections elsewhere - not least the US in 2020? This month's Rich Pickings takes stock of the broad shift in global politics and asks how investors should be positioned. Richard Edgar, Editor in Chief, talks to Wen-Wen Lindroth, Lead Cross Asset Strategist, Amit Lodha, Portfolio Manager, Alexander Laing, Equity Analyst, and Ian Samson, Assistant Portfolio Manager.  **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.**See omnystudio.com/listener for privacy information.

Om Podcasten

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/