October 2018: An increasingly defensive posture

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.    --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.

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/