93 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

    • Business
    • 4.9 • 16 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/

    Where next for consumers and a download from Silicon Valley

    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 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.

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    Opening clips:

    Norah O'Donnell, CBS Evening News

    Greg Milam, Sky News

    BBC News
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    • 35 min
    Fidelity's CIO on preparing portfolios for a hard landing

    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 weather the storm.

    Read more at fidelityinternational.com 

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    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.

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    • 17 min
    Help shape Rich Pickings

    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 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.

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    • 1 min
    Turning the tanker: How engagement on sustainability is changing companies from within

    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 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.

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    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.

    • 34 min
    Fidelity’s CIO on reasons to be brave amongst the bears

    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, 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.

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    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

     

     
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    • 18 min
    'The rules of the game have changed'

    '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?

    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.

    • 26 min

Customer Reviews

4.9 out of 5
16 Ratings

16 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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