Rich Pickings: Fidelity's Asset Allocation Podcast

After 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 Ahm...

Fidelity 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 informa...

Uncertainty 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 fro...

Fidelity 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.

Richard 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...

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 c...

Fidelity'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.

Fidelity International's Chief Investment Officer Andrew McCaffery talks to Richard Edgar about recent market turmoil, how current dynamics compare to historic periods of financial stress, and what we might expect from the coming winter in Europe. Listen to find out what it all means for Fidelity's core asset allocation. Read more at fidelityinternational.com or at your local fidelity website. See...

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Fresh from meeting industry leaders in Silicon Valley, Portfolio Manager Hyun Ho Sohn and analyst Jonathan Tseng join Richard Edgar to share their thoughts on how the tech sector will fare in a high-inflation environment. Global macro economist Anna Stupnytska  puts it all in perspective and we join Portfolio Manager Aneta Wynimko on a West End shopping trip to see the world from the consumer’s po...

Richard Edgar talks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about economic headwinds and how investors can weather the storm. Read more at fidelityinternational.com   -------- Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 of Amazon vouchers or the equivalent donation to...

Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 of Amazon vouchers or the equivalent donation to a charity of your choice. Entries close September 10th. Go on, click on the link - we really want to hear what you have to say. fidelityinternational.com/survey   See omnystudio.com/listener for privacy informatio...

What do companies really think of sustainability? What are they doing to improve their ESG credentials? These are some of the many questions 161 of Fidelity International's investment analysts around the globe have been asked as part the annual ESG Analyst Survey. And with 15,000 meetings with management teams a year under their belts their insights are invaluable for any asset allocator. To dig t...

Watch out, there are bears about... but some impressive resilience in credit markets and from consumers are just two reasons not to get too fearful, says Fidelity's Chief Investment Officer Andrew McCaffery. However, he tells Richard Edgar that investors should be wary of a 'catalogue of headwinds' that are on their way and explains the latest thinking behind Fidelity’s current core asset allocati...

How should investors recalibrate for this new phase in markets and what sort of landing of the global economy can we expect central banks to achieve? Richard Edgar is joined by portfolio managers Charlotte Harington and Jeremy Podger and global macro economist Anna Stupnytska to discuss. With additional contributions from Paul Greer and Tim Foster . Listen to Paul and Tim's recession debate . Read...

Just how likely is a recession? Richard Edgar talks to two Fidelity portfolio managers, Paul Greer and Tim Foster, who take on different sides of the argument and explain how to position for each view.  Opening clips: Joel Hills, Economics Editor, ITV News Kate Rogers, CNBC Business News CNBC's Closing Bell: David Rosenberg, Rosenberg Research Founder CBS's Face the Nation: Lloyd Blankfein, C...

Editor in Chief Richard Edgar returns for this month's CIO update. He's joined by Fidelity's Global Chief Investment Officer Andrew McCaffery to discuss the risks for growth, how central banks are navigating inflation, and what this all means for asset allocation including a look at alternatives.  Read more at fidelityinternationl.com See omnystudio.com/listener for privacy information.

From the energy transition to withdrawing from Russian assets, the conflict in Ukraine has put environmental, social and governance issues in the spotlight for businesses and investors. Carsten Roemheld is joined by Portfolio Manager Caroline Shaw , and Portfolio Manager and Director of Equities for the Emerging Markets team Punam Sharma  to discuss how companies can navigate these challenges...

Carsten Roemheld speaks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about the challenges posed by the volatility moving through markets and what it means for investors. Read more at fidelityinternational.com/latest-thinking See omnystudio.com/listener for privacy information.

Carsten Roemheld speaks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about his recent trip to Asia, the latest market developments and how they have informed his investment views. Read more at fidelityinternational.com   See omnystudio.com/listener for privacy information.

One month on from the start of the war in Ukraine, the knock-on effects for the global economy and the old world order are becoming clearer. With disrupted supply chains, persistent inflation, and a realignment of geopolitics, we take a closer look at how investors can navigate these seismic changes. Carsten Roemheld is joined by Global Head of Macro and Strategic Asset Allocation Salman Ahmed , H...

Carsten Roemheld speaks to Fidelity International's Chief Investment Officer Andrew McCaffery about the questions facing investors on China and the war in Ukraine, and how markets have reacted to the Fed's rate hike.  Read Andrew's piece on China's stance in the Ukraine crisis: A time for cool heads as the global order shifts Read the latest thinking from Fidelity International here .  S...

Carsten Roemheld speaks to Fidelity International's Chief Investment Officer Andrew McCaffery about the widening economic repercussions of the war in Ukraine. Read more at fidelityinternational.com Credits 5.20: ECB President Christine Lagarde speaking on March 10, 2022. See omnystudio.com/listener for privacy information.

As the humanitarian disaster continues to unfold in Ukraine and with the backdrop of more severe sanctions against Russia, Global Chief Investment Officer  Andrew McCaffery   talks  to  Carsten Roemheld  about the economic consequences, the market implications, and the positioning of Fidelity's core asset allocation. Read more at fidelityinternational.com/latest-thinking S...

On the day that Russian forces launch a full-scale military invasion of Ukraine Fidelity's Global Chief Investment Officer Andrew McCaffery explains to Carsten Roemheld the likely repercussions for markets and central banks. Read more at fidelityinternational.com/latest-thinking See omnystudio.com/listener for privacy information.