September 2019: The question of corporate profits

Rich Pickings: Fidelity's Asset Allocation Podcast

In this month's Rich Pickings our investment team gets under the skin of markets for a robust diagnosis of the global economy: are investors overestimating corporate profitability? We put the notion of 'Japanification' to the test, and hear why gold and department stores are weighing on the minds of portfolio managers. Plus a 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.

**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.**

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1. September 2019: The question of corporate profits (00:00:00)

2. September's House View (00:02:01)

3. Latest reading from Fidelity's Leading Indicator (00:08:52)

4. Where next for global markets (00:12:17)

5. The case against Japanification (00:20:17)

6. Hot cakes and hot potatoes (00:30:22)