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This month: what to read from the Fed's dovish pivot and how relevant is an inverted yield curve, really? Plus, a deep dive into Europe and the challenges the single currency area faces.
Richard Edgar, Editor in Chief, talks to Anna Stupnytska, Head of Global Macro Economics and Investment Strategy, Ario Emami Nejad, Portfolio Manager, and Tom Ackermans, Research Equity Analyst with a focus on European banks. We also hear from Director of European Research in Fidelity's real estate division, Kim Politzer, about why commercial bricks and mortar might provide something of a safe haven for investors currently looking at Europe.