In this month's Rich Pickings we hear details on October's asset allocation - how and why the House View has changed - as well as turn our attention to central banks. As the US Federal Reserve issues its third rate cut since July, we ask how effective is monetary policy really - both in developed and emerging markets? What other tools do governments have at their disposal to guard against recession? And what does it all mean for investors? 

Richard Edgar, Editor in Chief, talks to Portfolio Managers Matt Siddle and Paul Greer, and to Senior Sovereign Analyst Andressa Tezine. With additional contributions from Lead Cross-Asset Strategist Wen-Wen Lindroth.

Ways to listen

 

Richard Edgar

Richard Edgar

Editor in Chief

Sebastian Morton-Clark

Sebastian Morton-Clark

Producer