Rich Pickings: Fidelity's Asset Allocation Podcast

Volatile markets, unpredictable governments, rising costs - how does one begin to run a company in such uncertain times? How are managers feeling about the coming year, what are their plans and what are the implications for investors? We’ve asked over 150 of our global research team for their views as part of Fidelity International’s annual Analyst Survey. Carsten Roemheld digs through...

Carsten Roemheld talks to Fidelity International's Chief Investment Officer Andrew McCaffery about why the current market volatility is set to continue, and how investors should be approaching it. Read more at fidelityinternational.com/latest-thinking   See omnystudio.com/listener for privacy information.

In our first episode of the year we hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022. How many hikes will the Fed push through, what path will the PBOC tread, and when does the ECB make its move? And how are all these expectations being reflected in allocations? We also hear where energy prices are heading and why.  Carsten Roemheld&n...

Carsten Roemheld talks to Fidelity International's Chief Investment Officer Andrew McCaffery about why, despite persistent inflation, the Fed won't go ahead with the multiple rate rises markets are expecting this year.  Read more at fidelityinternational.com/latest-thinking See omnystudio.com/listener for privacy information.

How do you forge a sustainable future when you're the CEO of one of the world's biggest mining companies? BHP Chief Executive Mike Henry talks to Fidelity International's Global Head of Research Ned Salter about the balancing act he and other corporate leaders face and the importance of minimising ESG trade-offs. This is an edited version of the video interview which you can watch here along with...

The pandemic and COP26 made 2021 a big year for sustainability. In this final podcast of the year we round up the main themes and ask where next for investors and ESG. We look back at Fidelity International's inaugural Sustainable World Summit and some of the highlights from speakers including the UN's Special Envoy for Climate and Finance Mark Carney; Former President of the European Commission J...

Carsten Roemheld talks to Fidelity International’s Chief Investment Officer Andrew McCaffery about market response to Omicron and how investors should prepare for 2022. Read more at fidelityinternational.com/latest-thinking See omnystudio.com/listener for privacy information.

Chief investment officers and economists assess the policy dilemmas and big investment themes of 2022.  Richard Edgar is joined by  Steve Ellis , Global Chief Investment Officer for Fixed Income,  Romain Boscher , Global Chief Investment Officer for Equities,  Anna Stupnytska , Chief Economist, with additional contributions from Neil Cable , Head of European Real Estate investi...

Climate change is a complex and ever-changing challenge for markets. In this podcast we hear how investors can map a path through the transition while also helping in the battle against a warming planet. Richard Edgar  is joined by Global Head of Macro and Strategic Asset Allocation Salman Ahmed , and two portfolio managers already investing with climate-focused strategies: Cornelia Furse and...

Ahead of the global climate summit in Glasgow, Fidelity’s chief investment officer Andrew McCaffery talks to Richard Edgar about the challenges facing politicians. See omnystudio.com/listener for privacy information.

A reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: in the month’s Rich Pickings we gather the experts to help make sense of it all.  Richard Edgar is joined by Global Economist Anna Stupnytska , Head of Asia Fixed Income Marty Dropkin , and global equities Portfolio Manager (and a contrarian investor) Dmitry Solomakhin . With additional contributions from g...

Fidelity's Global Chief Investment Officer Andrew McCaffery talks to Richard Edgar about  how the Fed is likely to respond to data, what that means for the dollar, and how to allocate - especially in the rest of the world.    See omnystudio.com/listener for privacy information.

In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers.  Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they present to portfolio managers Charlotte Harington and Aditya Khowala. We also hear about Fidelity's core asset alloc...

Fidelity International's core asset allocation remains risk-on despite odd bond markets, poor China data, and Covid case numbers. To find out why, Editor in Chief Richard Edgar talks to Global Chief Investment Officer Andrew McCaffery. Read more at fidelityinternational.com See omnystudio.com/listener for privacy information.

Is inflation here today, gone tomorrow? Or in for the long haul? This is the question preying on the minds of central bankers and investors alike. But never fear: Fidelity's analysts and macro team have been poring over the data and in this month's Rich Pickings Richard Edgar talks to them and others from the investment desks about what happens next and what it means for allocations. Joining Richa...

The US Federal Reserve's latest meeting signalled rate rises could come forward by a year to 2023. Richard Edgar talks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about what this unexpected gear shift by the central bank means for markets and asset allocation. Read more at fidelityinternational.com . See omnystudio.com/listener for privacy information.

China might dominate headlines but there's a lot more to Asia Pacific than a single country. We're talking developed economies with well-established capital markets benefiting from proximity to the world's productivity powerhouses.  To hear about some of the unsung heroes of the Asia Pacific region Richard Edgar talks to Hong Kong-based investment director Catherine Yeung, and portfolio manag...

Andrew McCaffery, Global Chief Investment Officer at Fidelity International, talks to Richard Edgar about the regained calm in markets, why now is the time to keep a close eye on further credibility tests, and why Japanese equities are looking up. Audio excerpts from: The Atlantic; NBC News See omnystudio.com/listener for privacy information.

Efforts to mitigate the economic impact of Covid-19 have left us with debt mountains higher than after the second world war. As governments begin to roll out big post-pandemic fiscal programmes and increase the debt still further the role of central banks becomes increasingly vital to the stability of government finances. What does that mean for the functioning of global markets and the constructi...

Andrew McCaffery, Global Chief Investment Officer at Fidelity International, talks to Richard Edgar about the current psychology of markets, The Fed's stance (is it right?), and how to think about asset allocation at this important juncture. See omnystudio.com/listener for privacy information.

The results are in for Fidelity's annual Analyst Survey. Over 140 sector experts from across the world have been asked for a detailed picture of how they expect to see their companies perform in the coming year, from the health of balance sheets to the confidence of management teams, and the outlook is encouraging. Richard Edgar talks to the survey's editor, George Watson, to hear the key findings...

The speed and efficiency of vaccine programmes varies greatly from country to country. What does that mean for the re-opening of the global economy? To find out, this month Richard Edgar talks to Amit Lodha, global equities portfolio manager; Judith Finegold, a portfolio manager with a healthcare focus and a lead on Fidelity's Covid working group; and Anna Stupnytska, global economist. We also hea...

At the end of a year that tested policy makers, challenged investors, and remodelled economies Richard Edgar asks Global Chief Investment Officer Andrew McCaffery and Portfolio Manager Charlotte Harington to listen back to what they said as the crisis unfolded. What were they thinking as markets plummeted and then soared? What were the calls they made and what lessons have they learnt?  See o...

In this penultimate episode of a year that took everyone by surprise we hear from Fidelity's chief investment officers about how to approach the next twelve months. Richard Edgar , Editor in Chief, talks to Chief Investment Officer for Fixed Income, Steve Ellis ; Chief Investment Officer for Asia Pacific, Paras Anand ; and Global Economist Anna Stupnytska and asks them how investors should seize t...

With the US elections fast approaching we take stock of what the radically different policies proposed by the two potential administrations could mean for markets and investors. Richard Edgar talks to Fidelity's Global Head of Macro Salman Ahmed. See omnystudio.com/listener for privacy information.