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Rich Pickings: Fidelity's Asset Allocation Podcast

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A Business, Investing and News podcast featuring Richard Edgar
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Episodes of Rich Pickings

Chief investment officers and economists assess the policy dilemmas and big investment themes of 2022.  Richard Edgar is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Romain Boscher, Global Chief Investment Officer f
Climate change is a complex and ever-changing challenge for markets. In this podcast we hear how investors can map a path through the transition while also helping in the battle against a warming planet. Richard Edgar is joined by Global Head
Ahead of the global climate summit in Glasgow, Fidelity’s chief investment officer Andrew McCaffery talks to Richard Edgar about the challenges facing politicians. See omnystudio.com/listener for privacy information.
A reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: in the month’s Rich Pickings we gather the experts to help make sense of it all.  Richard Edgar is joined by Global Economist Anna Stupnytska, Head of Asia Fixed
Fidelity's Global Chief Investment Officer Andrew McCaffery talks to Richard Edgar about  how the Fed is likely to respond to data, what that means for the dollar, and how to allocate - especially in the rest of the world.    See omnystudio.c
In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers.  Richard Edgar adjudicates as analysts Johnny Tseng,
Fidelity International's core asset allocation remains risk-on despite odd bond markets, poor China data, and Covid case numbers. To find out why, Editor in Chief Richard Edgar talks to Global Chief Investment Officer Andrew McCaffery. Read mo
Is inflation here today, gone tomorrow? Or in for the long haul? This is the question preying on the minds of central bankers and investors alike. But never fear: Fidelity's analysts and macro team have been poring over the data and in this mon
The US Federal Reserve's latest meeting signalled rate rises could come forward by a year to 2023. Richard Edgar talks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about what this unexpected gear shift by the cen
China might dominate headlines but there's a lot more to Asia Pacific than a single country. We're talking developed economies with well-established capital markets benefiting from proximity to the world's productivity powerhouses.  To hear ab
Andrew McCaffery, Global Chief Investment Officer at Fidelity International, talks to Richard Edgar about the regained calm in markets, why now is the time to keep a close eye on further credibility tests, and why Japanese equities are looking
Efforts to mitigate the economic impact of Covid-19 have left us with debt mountains higher than after the second world war. As governments begin to roll out big post-pandemic fiscal programmes and increase the debt still further the role of ce
Andrew McCaffery, Global Chief Investment Officer at Fidelity International, talks to Richard Edgar about the current psychology of markets, The Fed's stance (is it right?), and how to think about asset allocation at this important juncture. S
The results are in for Fidelity's annual Analyst Survey. Over 140 sector experts from across the world have been asked for a detailed picture of how they expect to see their companies perform in the coming year, from the health of balance sheet
The speed and efficiency of vaccine programmes varies greatly from country to country. What does that mean for the re-opening of the global economy? To find out, this month Richard Edgar talks to Amit Lodha, global equities portfolio manager; J
At the end of a year that tested policy makers, challenged investors, and remodelled economies Richard Edgar asks Global Chief Investment Officer Andrew McCaffery and Portfolio Manager Charlotte Harington to listen back to what they said as the
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 Inc
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 Ahme
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 c
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
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
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
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 cov
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,
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
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