September 2018: A world at the mercy of America

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.

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/