48 episodes

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.

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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/

Rich Pickings: Fidelity's Asset Allocation Podcast Fidelity International

    • Investing
    • 5.0, 9 Ratings

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/

    July's CIO update: What to expect this summer

    July's CIO update: What to expect this summer

    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 companies
    - what to expect from markets as we get closer to November's US election
    - the sharp rise in interest in ESG considerations in conversations with clients

    Hosted by Richard Edgar, editor in chief.

    • 16 min
    June 2020: Know your enemy

    June 2020: Know your enemy

    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; and Tom Ackermans, Equity Research Analyst and a lead on Fidelity's Covid Working Group. With additional contributions from Markets Research Analyst, Max Stainton.  

    • 45 min
    CIO update: Markets v the real economy

    CIO update: Markets v the real economy

    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.

    • 12 min
    May 2020: The inflation argument

    May 2020: The inflation argument

    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 Lead Cross-Asset Strategist Wen-Wen Lindroth.

    • 40 min
    CEO update: Anne Richards on resilience and reinvention

    CEO update: Anne Richards on resilience and reinvention

    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.

    • 25 min
    CIO update: The diversification challenge

    CIO update: The diversification challenge

    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 the role of bonds in their portfolios - temporarily at least.

    Presented by Richard Edgar. 

    • 12 min

Customer Reviews

5.0 out of 5
9 Ratings

9 Ratings

Steve Gardner ,

Sharp investment / markets podcast

Very listenable podcast for people interested in investment or the global economy more generally - from people whose job it is to put their money where their mouth is.

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