Rich Pickings: Fidelity's Asset Allocation Podcast
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Rich Pickings: Fidelity's Asset Allocation Podcast
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 inve...
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We have news!
A short message to our Rich Pickings listeners about our new podcast series on the Fidelity Answers channel. Subscribe here.
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Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?
Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Po...
The long-term themes challenging investors
What 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...
Asia and Latin America are reshaping the world for investors
Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu,...
Ready for a reset: Analyst Survey 2024
How 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 man...
What the lessons of 2023 can teach investors for the year ahead
From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha W...
Send your questions for our December special!
Just 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...
Outlook 2024: Four ways forward
Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Ann...
Higher rates: is the transmission mechanism broken... or just delayed?
Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, F...
Challenging the narrative on recession, inflation and rates
This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is jo...
Fidelity's CIO on US inflation and China's recovery
Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss how investors should interpret the latest inf...
ESG Analyst Survey: Mind the gap
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...
Fidelity's CIO on the Fed's pause and what comes next
Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the Federal Reserve's decision to pause its i...
Preparing portfolios for climate risks
What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets...
Three long-term trends our CIO is watching closely
Over 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 w...
Fidelity's CIO on the recent banking turmoil and what's next
Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the recent banking turmoil, what central bank...
The wider implications of the UBS/Credit Suisse merger
Following 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 eme...
Looking for cracks in the system after SVB
After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stupnytska, Global Macro Economis...
Fidelity's CIO on what next for China and what investors might have missed
China’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...
Light at the end of the tunnel: Analyst Survey 2023
Just 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...
Fidelity's CIO on China and optimism for the year ahead
Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss what the policy shifts in China could mean fo...
From Davos: Fidelity's CEO on Ukraine, central banks, and management sentiment
As 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 we...
Trailer: Trade Offs
Tune in to the Fidelity Answers podcast channel for a new series that gets under the bonnet of business and sustainability.
From finance to ener...
Your questions answered!
For our festive special Richard Edgar is joined by Head of Equities for Asia Pacific Marty Dropkin, Portfolio Manager Aditya Khowala, and Global Macro...
Fidelity's CIO on what the Fed does next
Fidelity's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the latest rate hike from the Federal Reserve and the chall...
Outlook 2023: Navigating the polycrisis
After a year of volatility and uncertainty, how should investors navigate the year ahead? Richard Edgar is joined by Steve Ellis, Global Chief Investm...
Fidelity's CIO on US midterms and digital assets after FTX
Fidelity International's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about what the US midterm results could mean for mar...
Keeping cool heads in volatile times
Uncertainty and volatility in markets: is it temporary or the mark of a new paradigm? Portfolio Managers Charlotte Harington and Ian Fishwick join Ric...
Fidelity's CIO on the UK's radical rethink
Fidelity International’s Chief Investment Officer Andrew McCaffery talks to Richard Edgar about the British government's economic overhaul and to what...
Fidelity's CIO on the UK's U-turn and the risk of contagion
Richard Edgar is joined by Fidelity International’s Chief Investment Officer Andrew McCaffery to discuss what the policy extremes mean for investor co...
Where next for the UK?
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 L...
Fed hike: What you're missing from the inflation narrative
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...
Fidelity's CIO on frustrations at the Fed and what the winter might hold
Fidelity International's Chief Investment Officer Andrew McCaffery talks to Richard Edgar about recent market turmoil, how current dynamics compare to...
Tell us what you think about Rich Pickings
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 vo...
Where next for consumers and a download from Silicon Valley
Fresh from meeting industry leaders in Silicon Valley, Portfolio Manager Hyun Ho Sohn and analyst Jonathan Tseng join Richard Edgar to share their tho...
Fidelity's CIO on preparing portfolios for a hard landing
Richard Edgar talks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about economic headwinds and how investors can weathe...
Help shape Rich Pickings
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 vo...
Turning the tanker: How engagement on sustainability is changing companies from within
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 Fi...
Fidelity’s CIO on reasons to be brave amongst the bears
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, s...
'The rules of the game have changed'
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?<...