Much of the equity trade so far this year has had an international flair. In the midst of a week flavoured by a difficult deficit backdrop, the headlines will be powered by the International trade agenda, both across the oceans, and here at home. How do investors get set with some new portfolio discussions that bring asset allocation for a new era to the fore? The man who has been thinking through this question over the past week -  and has illustrated it for you - joins the show today, armed with charts and graphs that tell part of this market’s story. Joining the show today is Fidelity’s Head of Global Macro, Jurrien Timmer.

Recorded on June 9, 2025.

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