Rich Pickings: Fidelity's Asset Allocation Podcast

Fidelity CIO Andrew McCaffery talks with Editor in Chief Richard Edgar about: - the role of confidence in recovery - how robust the US economy is in the face of election turbulence - what investors can do to protect portfolios and where China can help See omnystudio.com/listener for privacy information.

How should investors approach the road to recovery and its inevitable potholes? This month, Editor in Chief Richard Edgar discusses rebounds, stimulus, second waves, and the likelihood of inflation with Chief Investment Officer for Fixed Income Steve Ellis; Global Economist Anna Stupnytska, and Portfolio Manager Charlotte Harington; with additional contributions from Portfolio Manager Ian Samson i...

We're back from the summer break and to get things going Richard Edgar hears from Chief Investment Officer Andrew McCaffery about where market expectations find themselves, what the latest signals from the Fed could mean for investors, and how to recognise resilience. See omnystudio.com/listener for privacy information.

A deeply divided America heads to the ballot box in three months. Incumbent President Trump faces Democratic nominee Joe Biden in an election that's taking place in the midst of a health crisis, a faltering economy, and widespread social unrest. This month we ask the investment teams how they're positioning for the turmoil and what  November's results could mean for portfolios. Richard Edgar...

Fidelity's global Chief Investment Officer Andrew McCaffery assesses the scale and effectiveness of state intervention that lead to a remarkable second quarter for markets, and summarises his outlook for the third quarter and beyond.  Also covered: - the new normal for Fidelity staff as lockdown restrictions change around the world, and how we're interacting with clients and invested companie...

Understanding Covid-19 and its potential impact has become fundamental to shaping investment decisions. In this month's Rich Pickings we hear about the research that's being carried out by the investment teams on the virus, what they've learnt, and how it's filtering through to portfolios. Richard Edgar, Editor in Chief, talks to Anna Stupnytska, Global Economist; Amit Lodha, Portfolio Manager; an...

Fidelity Chief Investment Officer Andrew McCaffery joins Richard Edgar to talk through the dissonance between buoyant markets and gloomy economic data, worrying signals in the current rally, and how important the US election and Brexit might be in the context of a global pandemic. See omnystudio.com/listener for privacy information.

In this month’s Rich Pickings we hear why inflation is likely to be some way off, how portfolios are being adjusted as the old rules are torn up, and why past experience means recovery policies could look very different this time. Joining Editor in Chief Richard Edgar is Global Economist Anna Stupnytska; Portfolio Manager and Head of Multi Asset Investment Management in Asia Matt Quaife; and...

Fidelity CEO Anne Richards analyses the market's response to the coronavirus crisis and, as we move into a world living with the consequences, explores what has to change in supply chains, corporate aims, and capitalism itself. Presented by Richard Edgar, editor in chief. See omnystudio.com/listener for privacy information.

In our regular check-in with Fidelity's chief investment officer Andrew McCaffery, we cover the past week in the markets, long term challenges for central banks, and the question of how to diversify a portfolio when assets don't behave as they once did. We also speak to Henk-Jan Rikkerink, the head of our Multi Asset and solutions teams. He suggests that income and growth investors need to rethink...

Federal Reserve chair Jerome Powell's comments this week echo what our Chief Investment Officer Andrew McCaffery has been telling us for some time - that a quick V-shaped recovery is unlikely. Today we look at why that is, what governments and private firms can do to aid future recoveries, and why greater international cooperation is needed to avoid long-lasting damage. See omnystudio.com/listener...

With fixed income and equities markets seemingly entering a more benign phase after record swings in recent weeks, should we be looking to the oil price instead for a better guide to future prospects? And as central banks pump in trillions of liquidity, could inflation be on the radar? Chief Investment Officer Andrew McCaffery discusses these topics with Editor in Chief Richard Edgar. See omnystud...

In this month's Rich Pickings we hear from Fidelity's global economist, Anna Stupnytska, about the likely scenarios she envisages playing out as the world moves through the coronavirus crisis. Global equities portfolio manager Jeremy Podger outlines how he is adjusting his portfolios in response, how he's valuing companies at this time of uncertainty, and which companies he's watching as a Darwini...

How are economic data playing into markets and what is scenario planning telling us about how to approach different asset classes during the pandemic? Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where we find ourselves after the Easter break and how the support of central banks is influencing investor behaviour. See omnystudio.com/listener for privacy inf...

Fidelity's Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about why we might see a change in market leadership as China and other parts of Asia benefit from their handling of the pandemic, and what public rescues of private companies mean for sustainable investing. See omnystudio.com/listener for privacy information.

Fidelity's Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where markets find themselves in response to both the pandemic and the oil price, the possibilities emerging in credit markets, and how the crisis might re-frame the active-passive debate. See omnystudio.com/listener for privacy information.

This podcast is from our sister channel Fidelity Answers . Subscribe for more market expertise on topics ranging from electric vehicles to investing in China. It's hard to see into the future when so much is up in the air. But in this podcast we try and decipher some of the early indicators of what a post-coronavirus world might look like. What changes will take place in the corporate landscape an...

Fidelity's Chief Investment Officer Andrew McCaffery - complete with his new home podcasting kit - talks to Editor in Chief Richard Edgar about where we are in the coronavirus crisis, the speed and consequences of huge government stimulus interventions, and how analysts and portfolio managers are looking for idiosyncratic opportunities. See omnystudio.com/listener for privacy information.

This podcast is from our sister channel Fidelity Answers . Subscribe for more market expertise on topics ranging from electric vehicles to investing in China. In this episode, Chief Investment Officer for Fidelity International, Andrew McCaffery , talks to Richard Edgar about how latest market developments square up to similar past events, how he's advising portfolio managers, and what's helping h...

How do you manage funds in the face of extreme volatility? What strategies or asset classes provide the best defences? In this second episode for March, Portfolio Manager Eugene Philalithis talks to Editor in Chief Richard Edgar about how he's navigating the current market turbulence. See omnystudio.com/listener for privacy information.

A perfect storm of fear triggered by a pandemic and an oil shock have given investors a rude awakening with markets dropping at a scale not seen for over a decade. For a special episode of Rich Pickings, Editor in Chief Richard Edgar talks with Fidelity's global chief investment officer Andrew McCaffery together with CIOs for equities, Romain Boscher , and fixed income, Steve Ellis , about the lat...

This month we hear from those on the frontline about the impact of the coronavirus in China and beyond: how much is the outbreak clogging the engine of the global economy, how are supply chains coping, and to what extent is disruption transmitting to other markets?  On the line from Hong Kong are Jing Ning , a portfolio manager with a focus on China, and Bryan Collins , Head of Fixed Income i...

"Fear makes the wolf bigger than he is," or so the saying goes... In a world of 24-hour news coverage and a commercial imperative to be louder than your competitor it can be hard to hear through the noise when a global event like coronavirus hits. In this month's Rich Pickings we gather three of our investment team from different disciplines to explain how they're approaching the pandemic in terms...

The UK election has delivered a decisive victory to Boris Johnson. How widely and for how long will the ramifications be felt by markets? And what of elections elsewhere - not least the US in 2020? This month's Rich Pickings takes stock of the broad shift in global politics and asks how investors should be positioned. Richard Edgar , Editor in Chief, talks to  Wen-Wen Lindroth , Lead Cross As...

This month, Rich Pickings gathers Fidelity's Chief Investment Officers to ask them what investors should be watching for in 2020: the risks, the rewards, and the hurdles they see on the horizon as we approach the new year.  Richard Edgar, Editor in Chief, talks to Andrew McCaffery, CIO for Alternatives and Solutions, Steve Ellis, CIO for Fixed Income, Romain Boscher, CIO for Equities, Neil Ca...