Fidelity's CIO calls for clarity at COP
Ahead of the global climate summit in Glasgow, Fidelity’s chief investment officer Andrew McCaffery talks to Richard Edgar about the challenges facing...
Rich Pickings: Fidelity's Asset Allocation Podcast
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About
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/
The uncomfortable trade
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...
Fidelity's CIO on why the US dollar is headed south
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 fo...
Ready, steady, pitch! Analysts on their most exciting investment trends
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...
Fidelity's CIO justifies a risk-on bias
Fidelity International's core asset allocation remains risk-on despite odd bond markets, poor China data, and Covid case numbers. To find out why, Edi...
Where next for inflation
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...
What Fidelity's CIO makes of The Fed's surprise
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 Glo...
The real workhorse of Asia Pacific
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 c...
Fidelity CIO on why we're calling it a miniboom
Andrew McCaffery, Global Chief Investment Officer at Fidelity International, talks to Richard Edgar about the regained calm in markets, why now is the...
The Testing of The Fed and other tales of central bank credibility
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 r...