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Rich Pickings: Fidelity's Asset Allocation Podcast
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Indhold leveret af Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, this show brings you in depth interviews and conversations with our analysts, portfolio managers and investment directors to tackle the big questions facing investors today. --- This podcast is provided for information purposes only and is intended only for the person or entity to which it is sent or downloaded by. It must not be reproduced or circulated to any other party without prior permission of Fidelity. Fidelity Personal Investing does not give personal recommendations. The value of investments can go down as well as up so you may get back less than you invest. For other important legal notices please see our website: www.fidelity.co.uk/professional/about/
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101 episoder
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Manage series 2309172
Indhold leveret af Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, this show brings you in depth interviews and conversations with our analysts, portfolio managers and investment directors to tackle the big questions facing investors today. --- This podcast is provided for information purposes only and is intended only for the person or entity to which it is sent or downloaded by. It must not be reproduced or circulated to any other party without prior permission of Fidelity. Fidelity Personal Investing does not give personal recommendations. The value of investments can go down as well as up so you may get back less than you invest. For other important legal notices please see our website: www.fidelity.co.uk/professional/about/
…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 The long-term themes challenging investors 41:35
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41:35What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Editor in Chief Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grappling with them. With additional contributions from Global Co-CIO Andrew McCaffery. See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Asia and Latin America are reshaping the world for investors 39:40
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39:40Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbour. With additional contributions from Fidelity's Global Macro Economist Anna Stupnytska. You can read more analysis from Peiqian Liu here , and you can hear more insights on our sister podcast The Investor's Guide to China here. See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Ready for a reset: Analyst Survey 2024 37:57
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37:57How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics? For well over a decade we’ve been asking our worldwide network of sector analysts these questions (and about 80 more) - to get a unique bottom-up picture of the companies they cover. Their conclusions form Fidelity International's annual Analyst Survey. This month, Fiona O'Neill , Head of Global Cross-Asset Research Capabilities, Gita Bal , Global Head of Fixed Income Research, and Kris Atkinson, Fixed Income Portfolio Manager, join Richard Edgar to dig through the results. With additional contributions from analysts Liz Brockway, Eric Tse and Aki Takaesu. You can r ead the Analyst Survey in full here or on your local Fidelity website. See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 What the lessons of 2023 can teach investors for the year ahead 39:56
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39:56From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha Wang, Ian Samson and Talib Sheikh. What can the investment stories of the year teach us about the year ahead? With additional contributions from Lee Sotos and Patrick Graham. See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Send your questions for our December special! 0:47
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0:47Just a reminder that you still have time to submit your questions to our investment team for our Christmas special. You have until Friday 1st December to send your questions to editorial@fil.com. We look forward to hearing from you! See omnystudio.com/listener for privacy information.
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Rich Pickings: Fidelity's Asset Allocation Podcast
Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Anna Stupnytska, to discuss the four scenarios Fidelity's investment teams are watching for 2024. With additional contributions from Fidelity's Chief Sustainability Officer Jenn-Hui Tan, Head of European Real Estate, Neil Cable, and Head of Private Credit Strategies, Michael Curtis. You can read Fidelity's 2024 Outlook in full here . Do you have a question you'd like to put to one of Fidelity's investment team? We're handing the microphone over to you again for our next episode. To take part please send your investment related question to editorial@fil.com by Friday 1st December, and we'll put the best ones to our experts. Look forward to hearing from you! See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Higher rates: is the transmission mechanism broken... or just delayed? 35:02
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35:02Richard Edgar is joined by Steve Ellis , Chief Investment Officer for Fixed Income, Gita Bal , Global Head of Fixed Income Research, and Salman Ahmed , Fidelity’s Global Head of Macro and Strategic Asset Allocation, to discuss whether the levers central banks have to pull are working. With additional contributions from Multi Asset Portfolio Manager Caroline Shaw . See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Challenging the narrative on recession, inflation and rates 40:32
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40:32This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri. And Nina Flitman takes a look at what the destocking trend in the chemicals sector could tell us about wider market stress with three analysts who cover the industry from different asset class perspectives. See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Fidelity's CIO on US inflation and China's recovery 16:55
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16:55Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss how investors should interpret the latest inflation data from the US, and what investors might have missed from China's recovery story. See omnystudio.com/listener for privacy information.
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Rich Pickings: Fidelity's Asset Allocation Podcast
There is a big gap between the action needed to deliver net zero and what the corporate world is currently doing, according to Fidelity’s third annual survey of our analysts on ESG issues. Host Richard Edgar is joined by Head of Fixed Income Research Gita Bal and portfolio manager DJ Phadnis to dig through the results and what they mean for the world around us. See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Fidelity's CIO on the Fed's pause and what comes next 17:50
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17:50Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the Federal Reserve's decision to pause its interest rate hikes, for now, and what might come next. Opening clip: Jerome Powell, Chair of the Federal Reserve See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Preparing portfolios for climate risks 45:23
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45:23What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets sorted out - what are the investment implications for a greener, decarbonised future? Richard Edgar is joined by Global Macro Economist Anna Stupnytska and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss how investors can rise to the challenge. With additional contributions from Fidelity's Global Head of Investment Research Ned Salter. Listen to more from Ned's Trade Offs series here. See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Three long-term trends our CIO is watching closely 18:34
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18:34Over the last 18 months we've thrown crisis after crisis at our CIO, but this month we're letting Andrew McCaffery tell us the long term trends he's watching. Richard Edgar hosts. See omnystudio.com/listener for privacy information.
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Fidelity's CIO on the recent banking turmoil and what's next 17:19
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17:19Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the recent banking turmoil, what central banks might do next, and what it all means for the recession outlook. See omnystudio.com/listener for privacy information.
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 The wider implications of the UBS/Credit Suisse merger 7:04
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7:04Following the takeover of Credit Suisse by UBS, Richard Edgar is joined by senior analyst Federico Wynne to discuss how we got here and what might emerge over the weeks ahead. See omnystudio.com/listener for privacy information.
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Looking for cracks in the system after SVB 35:38
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35:38After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis , Global CIO for Fixed Income, Anna Stupnytska , Global Macro Economist, and Gita Bal , Global Head of Fixed Income Research, to discuss the fallout and whether it could be enough to force a rethink at the Federal Reserve. Asia Economist Peiqian Liu also joins Richard to discuss what China's recovery looks like on the ground. You can read more analysis on SVB and the fallout on your local Fidelity website or here . Opening clip: US President Joe Biden, March 13th, Sky News See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Fidelity's CIO on what next for China and what investors might have missed 14:11
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14:11China’s reopening has spurred a rebound in the economy and in markets. But how should investors position for what comes next? Richard Edgar is joined by Fidelity's Global Chief Investment Officer Andrew McCaffery to discuss this, and what markets might have previously missed. You can read more about the topics discussed in the podcast here . Listen to our regular The Investors Guide to China podcast here . See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Light at the end of the tunnel: Analyst Survey 2023 36:37
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36:37Just how confident do CEOs feel about the year ahead? Do they really expect earnings to grow? Is reaching net zero still a priority? For answers to these questions (and many more), we’ve asked 152 of Fidelity International’s investment analysts for their views – and brought it all together into the annual Analyst Survey. Fiona O'Neill , Head of Strategic Initiatives for Global Investment Research, and Gita Bal , Global Head of Fixed Income Research, join Richard Edgar to dig through the results. With additional contributions from Fidelity International's Chief Executive Anne Richards, Global Equities Portfolio Manager Ashish Kochar and analysts Serhat Birbilen, Michael Gaynor and Vivian Wang . You can read the Analyst Survey in full here , or at your local Fidelity website. Follow this link to Trade Offs, our new podcast where we interview CEOs about the tough choices they're making when it comes to ESG . See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Fidelity's CIO on China and optimism for the year ahead 15:35
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15:35Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss what the policy shifts in China could mean for growth and where he sees reasons for optimism for the year ahead. You can read this year's Analyst Survey in full on your local Fidelity website or at Fidelityinternational.com from February 6th. See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 From Davos: Fidelity's CEO on Ukraine, central banks, and management sentiment 8:12
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8:12As the World Economic Forum in Davos comes to a close, Fidelity's Richard Edgar talks to Chief Executive Anne Richards about her takeaways from the week including the international approach to Ukraine, central bank messaging, and why business leaders are allowing themselves a (tentative) sigh of relief. See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
Tune in to the Fidelity Answers podcast channel for a new series that gets under the bonnet of business and sustainability. From finance to energy to agriculture, how do business leaders balance the needs of all stakeholders and what are the trade offs they have to make in the process? Ned Salter, Global Head of Investment Research at Fidelity International, interviews chief executives in critical sectors about the difficult decisions they face when it comes to ESG. Episode One with Bank of America's Brian Moynihan coming soon to Fidelity Answers - subscribe here . See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
For our festive special Richard Edgar is joined by Head of Equities for Asia Pacific Marty Dropkin , Portfolio Manager Aditya Khowala , and Global Macro Economist Anna Stupnytska to answer your questions. If you’ve been inspired to send in a question, our inbox is still open! You can send your questions to editorial@fil.com, and we’ll pick the best ones to put to our investment team in the new year. Looking forward to hearing from you. You can hear more from Marty Dropkin in the latest Investors Guide to China podcast here . See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Fidelity's CIO on what the Fed does next 15:42
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15:42Fidelity's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the latest rate hike from the Federal Reserve and the challenges for central banks. You can read more from Fidelity's Global Head of Macro Salman Ahmed on the latest move by the Federal Reserve here . Opening clip: Jerome Powell, Chair of the Federal Reserve See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Outlook 2023: Navigating the polycrisis 33:21
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33:21After a year of volatility and uncertainty, how should investors navigate the year ahead? Richard Edgar is joined by Steve Ellis , Global Chief Investment Officer for Fixed Income, Ilga Haubelt , Head of Equities for Europe, and Victoria Mio , Head of Equity Research for Asia Pacific, to discuss the key themes and risks they'll be watching for in 2023. With additional contributions from Salman Ahmed , Global Head of Macro and Strategic Asset Allocation, and Michael Curtis , Head of Private Credit Strategies. Do you have a question you'd like to put to one of Fidelity's investment team? We're handing the microphone over to you for our Christmas episode. To take part please send your investment related question to editorial@fil.com by Tuesday 13th December, and we'll put the best ones to our experts. Look forward to hearing from you! You can read Fidelity's 2023 Outlook in full here . Opening clips: Hallie Jackson, NBC News, September 27th 2022 Robin Brant, BBC News, March 28th 2022 NBC News, July 13th 2022 Victoria Valentine, BBC News, February 24th 2022 See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Fidelity's CIO on US midterms and digital assets after FTX 11:56
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11:56Fidelity International's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about what the US midterm results could mean for markets, and where the collapse of the FTX crypto exchange leaves digital assets. You can read more from Andrew McCaffery on the US midterms here . Opening clip: Former US President Donald Trump, Reuters. See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Keeping cool heads in volatile times 28:49
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28:49Uncertainty and volatility in markets: is it temporary or the mark of a new paradigm? Portfolio Managers Charlotte Harington and Ian Fishwick join Richard Edgar to discuss what investors can do in these times of turmoil, and, fresh from the IMF and World Bank meetings in Washington DC, Global Macro Economist Anna Stupnytska shares her thoughts on what lies ahead. With additional contributions from Fidelity's Chief Investment Officer Andrew McCaffery. You can read more on the topics discussed in the podcast at your local Fidelity website or at fidelityinternational.com See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Fidelity's CIO on the UK's radical rethink 14:17
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14:17Fidelity International’s Chief Investment Officer Andrew McCaffery talks to Richard Edgar about the British government's economic overhaul and to what extent lasting damage has been done. You can read more on the topics discussed in the podcast here . See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Fidelity's CIO on the UK's U-turn and the risk of contagion 17:39
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17:39Richard Edgar is joined by Fidelity International’s Chief Investment Officer Andrew McCaffery to discuss what the policy extremes mean for investor confidence in the UK, the risk of market contagion elsewhere, and where investors can still find safety. You can read more on the topics discussed in the podcast here . Opening clip: Kwasi Kwarteng, BBC Breakfast See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
In a week which saw sterling slide, an intervention from the IMF, and the Bank of England step in to calm markets, Portfolio Managers Tim Foster and Leigh Himsworth and Senior Sovereign Analyst Andressa Tezine join Richard Edgar to discuss where next for the UK, where to look for green shoots in the rest of the world, and where investors can allocate as we navigate new territory. With additional contributions from Global Head of Macro and Strategic Asset Allocation Salman Ahmed . You can read more from Fidelity's Global Macro and Asset Allocation team here . Opening clips: Dani Burger, Bloomberg TV Jayne Secker, Sky News See omnystudio.com/listener for privacy information.…
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Rich Pickings: Fidelity's Asset Allocation Podcast
1 Fed hike: What you're missing from the inflation narrative 15:35
15:35
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15:35Fidelity's Chief Investment Officer for Fixed Income Steve Ellis talks to Richard Edgar about the unexpected consequences of the Fed's rate hike cycle and where investors should be looking for protection. Read more from Steve at fidelityinternational.com or your local Fidelity website. See omnystudio.com/listener for privacy information.…
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