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Richard Edgar, Editor in Chief, talks to Anna Stupnytska, Head of Global Macro and Investment Strategy, Peter Khan, Portfolio Manager, and James Bateman, Chief Investment Officer for Multi Asset. They tell us how Fidelity's house view has changed since April and explain their thinking behind the moves. To what extent are trade wars and Fed pivots influencing their positioning?
We also hear from Markets Research Analyst Ian Samson about what Fidelity's Leading Indicator (the FLI) is telling us about the global economy - is it more positive, or just less negative? And we sit down with Portfolio Manager Alex Gold and analysts Bruce McAlpine and Sam Heithersay from the healthcare team to hear why politics has been weighing so heavily on the sector.
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