This month our team of investment experts assess the pinchpoints for global markets. We also put the notion of 'Japanification' to the test, hear why gold and department stores are weighing on the minds of portfolio managers, and look at how Fidelity's House View has shifted over the summer break.

Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist, Wen-Wen Lindroth, and Portfolio Managers Bill McQuaker and Jeremy Podger. With additional contributions from Assistant Portfolio Manager Ian Samson and Co-Portfolio Manager Marton Huebler.

Ways to listen

Richard Edgar

Richard Edgar

Editor in Chief

Sebastian Morton-Clark

Sebastian Morton-Clark

Producer