Richard Edgar is Editor in Chief at Fidelity International and host of its award-winning asset allocation podcast, Rich Pickings. Before Fidelity, he was a journalist and broadcaster at the BBC, Reuters, Financial Times, and ITV.
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.
A commodity price crash, an extraordinary demand shock, and a mooted 'green' recovery have brought the structural changes facing the energy industry into sharp relief. As societies are forced to think more carefully about how to build resilience against future crises we look at the impact on an industry that underpins every aspect of our lives. Richard Edgar, Editor in Chief, talks with equity analysts and portfolio managers Paul Gooden and Tom Robinson, and with fixed income analyst Christine Miyagishima. With additional contributions from European utilities analyst, Boya Zhao-Robinson.
A commodity price crash, an extraordinary demand shock, and a mooted 'green' recovery have brought the structural changes facing the energy industry into sharp relief. As societies are forced to think more carefully about how to build resilience against future crises we look at the impact on an industry that underpins every aspect of our lives. Richard Edgar, Editor in Chief, talks with equity analysts and portfolio managers Paul Gooden and Tom Robinson, and with fixed income analyst Christine Miyagishima. With additional contributions from European utilities analyst, Boya Zhao-Robinson.
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.  
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Creator Details

Episode Count
113
Podcast Count
4
Total Airtime
1 day, 23 hours