54 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 • 3 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/

    Outlook 2021: Seizing the new reality

    Outlook 2021: Seizing the new reality

    In this penultimate episode of a year that took everyone by surprise we hear from Fidelity's chief investment officers about how to approach the next twelve months. Richard Edgar, Editor in Chief, talks to Chief Investment Officer for Fixed Income, Steve Ellis; Chief Investment Officer for Asia Pacific, Paras Anand; and Global Economist Anna Stupnytska and asks them how investors should seize the new reality in 2021. We also hear from Head of Real Estate Neil Cable about whether 2020 was the year the office died.

    See omnystudio.com/listener for privacy information.

    • 50 min
    US elections: The very different fiscal scenarios

    US elections: The very different fiscal scenarios

    With the US elections fast approaching we take stock of what the radically different policies proposed by the two potential administrations could mean for markets and investors. Richard Edgar talks to Fidelity's Global Head of Macro Salman Ahmed.

    See omnystudio.com/listener for privacy information.

    • 17 min
    CIO update: Strength in numbers

    CIO update: Strength in numbers

    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.

    • 13 min
    Allocating for recovery

    Allocating for recovery

    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 in Hong Kong.

    See omnystudio.com/listener for privacy information.

    • 43 min
    CIO update: How to spot resilience

    CIO update: How to spot resilience

    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.

    • 14 min
    Beware the consensus: what the US election means for investors

    Beware the consensus: what the US election means for investors

    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, Editor in Chief, talks to Global Economist Anna Stupnytska; Head of Equities, Ned Salter; and Portfolio Manager Aditya Khowala. With additional contributions from portfolio managers Charlotte Harington, Peter Khan, Aneta Wynimko, and Sumant Wahi.

    See omnystudio.com/listener for privacy information.

    • 42 min

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