December 2019: Politics and the portfolio
Rich Pickings: Fidelity's Asset Allocation Podcast - Un pódcast de Fidelity International
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The UK election has delivered a decisive victory to Boris Johnson. How widely and for how long will the ramifications be felt by markets? And what of elections elsewhere - not least the US in 2020? This month's Rich Pickings takes stock of the broad shift in global politics and asks how investors should be positioned. Richard Edgar, Editor in Chief, talks to Wen-Wen Lindroth, Lead Cross Asset Strategist, Amit Lodha, Portfolio Manager, Alexander Laing, Equity Analyst, and Ian Samson, Assistant Portfolio Manager. **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.**See omnystudio.com/listener for privacy information.
