Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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Data-powered Innovation Jam
1 The red and blue pills of Virtual Twins 40:51
40:51
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40:51Knock, knock, Neo. Think Agents are a thing of the future? Look again at the iconic movie, The Matrix—they've been hiding in plain sight. In the first episode of 2025, hosts Ron Tolido, Weiwei Feng, and Robert Engels venture down the digital rabbit hole of Virtual Twins with Morgan Zimmerman, CEO of NETVIBES at Dassault Systèmes. It’s a fascinating world where physical science meets data science, a world of both red and blue pills. Virtual Twins take the concept of Digital Twins to the next level, transforming static representations of products, devices, and systems into living, breathing "Dream Theaters" of simulations, predictions, and what-if scenarios. Fueled by AI and immersive technology, they don’t just capture life—they reimagine it. But what happens when Virtual Twins evolve to encompass entire organizations and industries? Imagine bending not just spoons, but entire realities. The Matrix has you—are you ready to see how deep the twin-powered innovation goes? You're in The Matrix ! Tune into our latest Data-powered Innovation Jam podcast episode now! Timestamps: 00:35 – Ron and Robert dive into the iconic world of The Matrix , drawing parallels to digital innovation. 04:55 – Morgan shares insights into Dassault Systèmes' legacy and the evolution of Virtual Twins. 10:00 – Exploring the connection between ontologies and their applications in the real world. 20:03 – How Digital Twins, Virtual Twins, and the Metaverse are transforming real-world use cases. 36:15 – Redefining interaction with the digital world in ways that feel natural yet futuristic. Connect with our guest Morgan Zimmermann and our hosts Ron Tolido , Robert Engels , and Weiwei Feng on LinkedIn.…
Rich Pickings: Fidelity's Asset Allocation Podcast
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Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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 एपिसोडस
सभी (नहीं) चलाए गए चिह्नित करें ...
Manage series 2309172
Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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 एपिसोडस
सभी एपिसोड
×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.…
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.…
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.…
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.…
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.
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.…
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.…
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.…
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.
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.…
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.…
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.…
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.
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.
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.
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.…
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.…
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.…
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.…
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.…
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.…
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.…
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.…
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.…
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.…
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.…
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.…
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.…
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.…
1 Fed hike: What you're missing from the inflation narrative 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.…
1 Fidelity's CIO on frustrations at the Fed and what the winter might hold 19:16
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19:16Fidelity 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 omnystudio.com/listener for privacy information.…
1 Tell us what you think about Rich Pickings 1:10
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1:10Help 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 this Saturday, 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 information.…
1 Where next for consumers and a download from Silicon Valley 35:19
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35:19Fresh 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 point of view. With additional contributions from Global Chief Investment Officer Andrew McCaffery . Listen to the full interview with Andrew McCaffery here . -------- 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 -------- Opening clips: Norah O'Donnell, CBS Evening News Greg Milam, Sky News BBC News See omnystudio.com/listener for privacy information.…
1 Fidelity's CIO on preparing portfolios for a hard landing 17:54
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17:54Richard 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 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 information.…
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 information.…
1 Turning the tanker: How engagement on sustainability is changing companies from within 34:50
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34:50What 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 through the findings Richard Edgar is joined by Global Head of Research for Fixed Income Gita Bal, Head of Strategic Initiatives for the Global Investment Research Team Fiona O'Neill , and Fixed Income Portfolio Manager Kris Atkinson. With additional contributions from Global Chief Investment Officer Andrew McCaffery and analysts Marcel Stötzel and Eric Zhu. You can read more from this year's ESG Analyst Survey here . Listen to Andrew's CIO update here . ------------------- 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 information.…
1 Fidelity’s CIO on reasons to be brave amongst the bears 18:57
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18:57Watch 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 allocation. Read more at fidelityinternational.com or at your local fidelity website. ------------------- 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 information.…
1 'The rules of the game have changed' 26:46
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26:46How 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 ECB President Christine Lagarde's blog: Monetary policy normalisation in the euro area . Read more expert commentary at fidelityinternational.com . See omnystudio.com/listener for privacy information.…
1 Bonus: The recession debate - how slow will growth go? 18:46
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18:46Just 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, Chairman of Goldman Sachs See omnystudio.com/listener for privacy information.…
1 Fidelity's CIO on growth risks and the safe harbours for portfolios 24:06
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24:06Editor 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.…
1 No easy answers: The ESG questions raised by the Russia-Ukraine war 34:04
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34:04From 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, and the implications for asset allocation. With additional contributions from Fidelity's Global Chief Investment Officer Andrew McCaffery, and analysts Ben Eaton and Calum Emslie. See omnystudio.com/listener for privacy information.…
1 Fidelity's CIO: 'Caution is warranted' 12:45
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12:45Carsten 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.…
1 Fidelity's CIO on the Asia perspective 16:59
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16:59Carsten 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.…
1 Tectonic shifts: Mapping the disruption to economies and supply chains 44:12
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44:12One 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 , Head of Multi Asset Investment Management for Europe Eugene Philalithis and Senior Sovereign Analyst Andressa Tezine to discuss the implications for asset allocation. With additional contributions from Director of Global Equity Research, Fiona O'Neill . Read the latest thinking from Fidelity International here . Read Salman's piece on Remapping China risks. See omnystudio.com/listener for privacy information.…
1 Fidelity's CIO on the questions investors have on China, Ukraine, and Fed rate rises 13:57
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13:57Carsten 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 . See omnystudio.com/listener for privacy information.…
1 Fidelity's CIO on allocating for stagflation and geopolitical turmoil 14:13
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14:13Carsten 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.…
1 Fidelity's CIO on the impact of Russia sanctions 12:58
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12:58As 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 See omnystudio.com/listener for privacy information.…
1 Fidelity's CIO on what the invasion of Ukraine means for markets and monetary policy 12:55
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12:55On 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.…
1 Mind the roadblocks: The 2022 Analyst Survey 39:05
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39:05Volatile 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 the key findings with Global Head of Research for Fixed Income Gita Bal, Director of Global Equity Research Fiona O'Neill , and Portfolio Manager Caroline Shaw. With additional contributions from Global Chief Investment Officer Andrew McCaffery and analysts and portfolio managers Cenk Simsek, Rebecca Clements and Alice Li. Read the full annual Analyst Survey from Fidelity International here . See omnystudio.com/listener for privacy information.…
1 Fidelity's CIO on the market volatility ahead 14:23
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14:23Carsten 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.…
1 Central bank watch: Planning for policy shifts 37:11
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37:11In 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 is joined by Global Economist Anna Stupnytska and multi-asset Portfolio Managers Charlotte Harington and Matt Quaife. With additional contributions from Energy Analyst and Portfolio Manager Paul Gooden. See omnystudio.com/listener for privacy information.…
1 Fidelity's CIO on why the Fed won't be so hawkish 12:26
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12:26Carsten 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.…
1 ESG at an industrial titan: BHP’s chief executive on the hard decisions 24:28
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24:28How 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 more from Fidelity International's Sustainable World Summi t. Read more at fidelityinternational.com or your local Fidelity website. See omnystudio.com/listener for privacy information.…
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 José Manuel Barroso; and Chief Executive of mining giant BHP, Mike Henry. Carsten Roemheld is joined by Fidelity's Head of Corporate Sustainability and Enterprise Relationships, Victoria Kelly. Watch interviews and highlights from Fidelity's Sustainable World Summit here . Read more at fidelityinternational.com or your local Fidelity website. See omnystudio.com/listener for privacy information.…
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.
1 Catch 2022: What's in store for the year ahead 54:16
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54:16Chief 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 investing. Read Fidelity International's 2022 Outlook See omnystudio.com/listener for privacy information.…
1 Practical (and green) investing for the climate transition 45:23
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45:23Climate 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 Kris Atkinson . With additional contributions from Global Chief Investment Officer Andrew McCaffery. See omnystudio.com/listener for privacy information.…
1 Fidelity's CIO calls for clarity at COP 12:08
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12:08Ahead 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 global Chief Investment Officer Andrew McCaffery . Listen to the full interview with Andrew McCaffery here . See omnystudio.com/listener for privacy information.…
1 Fidelity's CIO on why the US dollar is headed south 9:31
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9:31Fidelity'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.
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