June 2018: Market disconnect - time to tread carefully

Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their June debrief, hosted by Richard Edgar, Editor in Chief.   James Bateman, CIO Multi Asset, Markets Analyst Charlotte Harington, and Portfolio Manager Eugene Philalithis explain why there’s a shift in sentiment over Europe and try to square the mixed messaging coming from central banks. Separately, Portfolio Manager Matt Quaife talks about his concern with credit markets.   The guests also put forward their hot cakes and hot potatoes: Brazilian equities, euro high yield, and the yen are in there - but in which category?   And if you enjoy Rich Pickings, why not try our other podcast: Fidelity Answers.See omnystudio.com/listener for privacy information.