“A return to inflation worries me ... both sides of a balanced portfolio are going to get hurt.” - David Buckle, Head of Investment Solutions Design
Has inflation really disappeared or is it still with us, lurking in the shadows? If so, what risk does it pose and how can investors prepare for it? Plus, Fidelity's House View: a more positive stance around equities in the short-term but a strongly negative rating for long-term government bonds. Hear why in this month's Rich Pickings.
Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist Wen-Wen Lindroth, Head of Investment Solutions Design David Buckle, and Portfolio Manager Tim Foster. With a whistle-stop tour of the global economy from Ian Samson, Markets Research Analyst.