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In this month's Rich Pickings: has inflation really disappeared or does it remain lurking in the shadows? If so, what risk does it pose and how can investors guard against it? Plus, the thinking behind moves in Fidelity's House View - a more positive stance around equities in the short-term but a strongly negative rating for long-term government bonds. And why investors could be losing their sweet tooth for sugar.

Richard Edgar, Editor in Chief, talks to David Buckle along with Lead Cross-Asset Strategist Wen-Wen Lindroth and Portfolio Manager Tim Foster. There's also a whistle-stop tour of the global economy from Ian Samson, Markets Research Analyst.

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Richard Edgar

Richard Edgar

Editor in Chief