최고 Rich Pickings Fidelitys Asset Allocation 팟캐스트 (2024)

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The long-term themes challenging investors 41:35

7M ago41:35

41:35

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Editor in Chief Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grapp…

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Asia and Latin America are reshaping the world for investors 39:40

9M ago39:40

39:40

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbou…

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Ready for a reset: Analyst Survey 2024 37:57

10M ago37:57

37:57

How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics? For well over a decade we’ve been asking our worldwide network of sector analysts these questions (and about 80 more) - to get a unique bottom-up picture of the compa…

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What the lessons of 2023 can teach investors for the year ahead 39:56

11M ago39:56

39:56

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha Wang, Ian Samson and Talib Sheikh. What can the investment stories of the year teach us about the year ahead? With additional contributions from Lee Sotos and Patrick Graham. See omnystudio.com/listene…

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Send your questions for our December special! 0:47

12M ago0:47

0:47

Just a reminder that you still have time to submit your questions to our investment team for our Christmas special. You have until Friday 1st December to send your questions to editorial@fil.com. We look forward to hearing from you! See omnystudio.com/listener for privacy information.저자 Fidelity International

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Outlook 2024: Four ways forward 55:07

1y ago55:07

55:07

Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Anna Stupnytska, to discuss the four scenarios Fidelity's investment teams are watching for 2024. With additional contributions from Fidelity's Chief Sustainability Officer Jenn-Hui Tan, Head of European…

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Higher rates: is the transmission mechanism broken... or just delayed? 35:02

1y ago35:02

35:02

Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, Fidelity’s Global Head of Macro and Strategic Asset Allocation, to discuss whether the levers central banks have to pull are working. With additional contributions from Multi Asset Portfolio Manager Ca…

1
Challenging the narrative on recession, inflation and rates 40:32

1+ y ago40:32

40:32

This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri. And Nina Flitman takes a look at what the destocking trend in the chemicals sector…

1
Fidelity's CIO on US inflation and China's recovery 16:55

1+ y ago16:55

16:55

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss how investors should interpret the latest inflation data from the US, and what investors might have missed from China's recovery story. See omnystudio.com/listener for privacy information.저자 Fidelity International

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ESG Analyst Survey: Mind the gap 26:10

1+ y ago26:10

26:10

There is a big gap between the action needed to deliver net zero and what the corporate world is currently doing, according to Fidelity’s third annual survey of our analysts on ESG issues. Host Richard Edgar is joined by Head of Fixed Income Research Gita Bal and portfolio manager DJ Phadnis to dig through the results and what they mean for the wor…

1
Fidelity's CIO on the Fed's pause and what comes next 17:50

1+ y ago17:50

17:50

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the Federal Reserve's decision to pause its interest rate hikes, for now, and what might come next. Opening clip: Jerome Powell, Chair of the Federal Reserve See omnystudio.com/listener for privacy information.…

1
Preparing portfolios for climate risks 45:23

1+ y ago45:23

45:23

What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets sorted out - what are the investment implications for a greener, decarbonised future? Richard Edgar is joined by Global Macro Economist Anna Stupnytska and Portfolio Managers Kris Atkinson and Caroli…

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Three long-term trends our CIO is watching closely 18:34

1+ y ago18:34

18:34

Over the last 18 months we've thrown crisis after crisis at our CIO, but this month we're letting Andrew McCaffery tell us the long term trends he's watching. Richard Edgar hosts. See omnystudio.com/listener for privacy information.저자 Fidelity International

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Fidelity's CIO on the recent banking turmoil and what's next 17:19

1+ y ago17:19

17:19

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the recent banking turmoil, what central banks might do next, and what it all means for the recession outlook. See omnystudio.com/listener for privacy information.저자 Fidelity International

1
The wider implications of the UBS/Credit Suisse merger 7:04

1+ y ago7:04

7:04

Following the takeover of Credit Suisse by UBS, Richard Edgar is joined by senior analyst Federico Wynne to discuss how we got here and what might emerge over the weeks ahead. See omnystudio.com/listener for privacy information.저자 Fidelity International

1
Looking for cracks in the system after SVB 35:38

1+ y ago35:38

35:38

After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stupnytska, Global Macro Economist, and Gita Bal, Global Head of Fixed Income Research, to discuss the fallout and whether it could be enough to force a rethink at the Federal Reserve. Asia Economist Peiqian Liu also joins Richard to…

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Fidelity's CIO on what next for China and what investors might have missed 14:11

1+ y ago14:11

14:11

China’s reopening has spurred a rebound in the economy and in markets. But how should investors position for what comes next? Richard Edgar is joined by Fidelity's Global Chief Investment Officer Andrew McCaffery to discuss this, and what markets might have previously missed. You can read more about the topics discussed in the podcast here. Listen …

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Light at the end of the tunnel: Analyst Survey 2023 36:37

2y ago36:37

36:37

Just how confident do CEOs feel about the year ahead? Do they really expect earnings to grow? Is reaching net zero still a priority? For answers to these questions (and many more), we’ve asked 152 of Fidelity International’s investment analysts for their views – and brought it all together into the annual Analyst Survey. Fiona O'Neill, Head of Stra…

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Fidelity's CIO on China and optimism for the year ahead 15:35

2y ago15:35

15:35

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss what the policy shifts in China could mean for growth and where he sees reasons for optimism for the year ahead. You can read this year's Analyst Survey in full on your local Fidelity website or at Fidelityinternational.com from February 6th. Se…

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From Davos: Fidelity's CEO on Ukraine, central banks, and management sentiment 8:12

2y ago8:12

8:12

As the World Economic Forum in Davos comes to a close, Fidelity's Richard Edgar talks to Chief Executive Anne Richards about her takeaways from the week including the international approach to Ukraine, central bank messaging, and why business leaders are allowing themselves a (tentative) sigh of relief. See omnystudio.com/listener for privacy infor…

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Trailer: Trade Offs 2:27

2y ago2:27

2:27

Tune in to the Fidelity Answers podcast channel for a new series that gets under the bonnet of business and sustainability. From finance to energy to agriculture, how do business leaders balance the needs of all stakeholders and what are the trade offs they have to make in the process? Ned Salter, Global Head of Investment Research at Fidelity Inte…

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Your questions answered! 20:35

2y ago20:35

20:35

For our festive special Richard Edgar is joined by Head of Equities for Asia Pacific Marty Dropkin, Portfolio Manager Aditya Khowala, and Global Macro Economist Anna Stupnytska to answer your questions. If you’ve been inspired to send in a question, our inbox is still open! You can send your questions to editorial@fil.com, and we’ll pick the best o…

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Fidelity's CIO on what the Fed does next 15:42

2y ago15:42

15:42

Fidelity's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the latest rate hike from the Federal Reserve and the challenges for central banks. You can read more from Fidelity's Global Head of Macro Salman Ahmed on the latest move by the Federal Reserve here. Opening clip: Jerome Powell, Chair of the Federal Reserve S…

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Outlook 2023: Navigating the polycrisis 33:21

2y ago33:21

33:21

After a year of volatility and uncertainty, how should investors navigate the year ahead? Richard Edgar is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Ilga Haubelt, Head of Equities for Europe, and Victoria Mio, Head of Equity Research for Asia Pacific, to discuss the key themes and risks they'll be watching for in 2023…

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Fidelity's CIO on US midterms and digital assets after FTX 11:56

2y ago11:56

11:56

Fidelity International's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about what the US midterm results could mean for markets, and where the collapse of the FTX crypto exchange leaves digital assets. You can read more from Andrew McCaffery on the US midterms here. Opening clip: Former US President Donald Trump, Reuters.…

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Keeping cool heads in volatile times 28:49

2y ago28:49

28:49

Uncertainty and volatility in markets: is it temporary or the mark of a new paradigm? Portfolio Managers Charlotte Harington and Ian Fishwick join Richard Edgar to discuss what investors can do in these times of turmoil, and, fresh from the IMF and World Bank meetings in Washington DC, Global Macro Economist Anna Stupnytska shares her thoughts on w…

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Fidelity's CIO on the UK's radical rethink 14:17

2y ago14:17

14:17

Fidelity International’s Chief Investment Officer Andrew McCaffery talks to Richard Edgar about the British government's economic overhaul and to what extent lasting damage has been done. You can read more on the topics discussed in the podcast here. See omnystudio.com/listener for privacy information.…

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Fidelity's CIO on the UK's U-turn and the risk of contagion 17:39

2y ago17:39

17:39

Richard Edgar is joined by Fidelity International’s Chief Investment Officer Andrew McCaffery to discuss what the policy extremes mean for investor confidence in the UK, the risk of market contagion elsewhere, and where investors can still find safety. You can read more on the topics discussed in the podcast here. Opening clip: Kwasi Kwarteng, BBC …

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Where next for the UK? 33:25

2y ago33:25

33:25

In a week which saw sterling slide, an intervention from the IMF, and the Bank of England step in to calm markets, Portfolio Managers Tim Foster and Leigh Himsworth and Senior Sovereign Analyst Andressa Tezine join Richard Edgar to discuss where next for the UK, where to look for green shoots in the rest of the world, and where investors can alloca…

1
Fed hike: What you're missing from the inflation narrative 15:35

2y ago15:35

15:35

Fidelity's Chief Investment Officer for Fixed Income Steve Ellis talks to Richard Edgar about the unexpected consequences of the Fed's rate hike cycle and where investors should be looking for protection. Read more from Steve at fidelityinternational.com or your local Fidelity website. See omnystudio.com/listener for privacy information.…

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Fidelity's CIO on frustrations at the Fed and what the winter might hold 19:16

2y ago19:16

19:16

Fidelity International's Chief Investment Officer Andrew McCaffery talks to Richard Edgar about recent market turmoil, how current dynamics compare to historic periods of financial stress, and what we might expect from the coming winter in Europe. Listen to find out what it all means for Fidelity's core asset allocation. Read more at fidelityintern…

1
Tell us what you think about Rich Pickings 1:10

2y ago1:10

1:10

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 this Saturday, September 10th. Go on, click on the link - we really want to hear what you have to say. fidelityinternationa…

1
Where next for consumers and a download from Silicon Valley 35:19

2+ y ago35:19

35:19

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 shop…

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Fidelity's CIO on preparing portfolios for a hard landing 17:54

2+ y ago17:54

17:54

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 -------- 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 o…

1
Help shape Rich Pickings 1:41

2+ y ago1:41

1:41

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 Se…

1
Turning the tanker: How engagement on sustainability is changing companies from within 34:50

2+ y ago34:50

34:50

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 insight…

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Fidelity’s CIO on reasons to be brave amongst the bears 18:57

2+ y ago18:57

18:57

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 thin…

1
'The rules of the game have changed' 26:46

2+ y ago26:46

26:46

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.…

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Bonus: The recession debate - how slow will growth go? 18:46

2+ y ago18:46

18:46

Just how likely is a recession? Richard Edgar talks to two Fidelity portfolio managers, Paul Greer and Tim Foster, who take on different sides of the argument and explain how to position for each view. Opening clips: Joel Hills, Economics Editor, ITV News Kate Rogers, CNBC Business News CNBC's Closing Bell: David Rosenberg, Rosenberg Research Found…

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Fidelity's CIO on growth risks and the safe harbours for portfolios 24:06

2+ y ago24:06

24:06

Editor in Chief Richard Edgar returns for this month's CIO update. He's joined by Fidelity's Global Chief Investment Officer Andrew McCaffery to discuss the risks for growth, how central banks are navigating inflation, and what this all means for asset allocation including a look at alternatives. Read more at fidelityinternationl.com See omnystudio…

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No easy answers: The ESG questions raised by the Russia-Ukraine war 34:04

2+ y ago34:04

34:04

From the energy transition to withdrawing from Russian assets, the conflict in Ukraine has put environmental, social and governance issues in the spotlight for businesses and investors. Carsten Roemheld is joined by Portfolio Manager Caroline Shaw, and Portfolio Manager and Director of Equities for the Emerging Markets team Punam Sharma to discuss …

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Fidelity's CIO: 'Caution is warranted' 12:45

2+ y ago12:45

12:45

Carsten Roemheld speaks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about the challenges posed by the volatility moving through markets and what it means for investors. Read more at fidelityinternational.com/latest-thinking See omnystudio.com/listener for privacy information.…

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Fidelity's CIO on the Asia perspective 16:59

2+ y ago16:59

16:59

Carsten Roemheld speaks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about his recent trip to Asia, the latest market developments and how they have informed his investment views. Read more at fidelityinternational.com See omnystudio.com/listener for privacy information.…

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Tectonic shifts: Mapping the disruption to economies and supply chains 44:12

2+ y ago44:12

44:12

One month on from the start of the war in Ukraine, the knock-on effects for the global economy and the old world order are becoming clearer. With disrupted supply chains, persistent inflation, and a realignment of geopolitics, we take a closer look at how investors can navigate these seismic changes. Carsten Roemheld is joined by Global Head of Mac…

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Fidelity's CIO on the questions investors have on China, Ukraine, and Fed rate rises 13:57

2+ y ago13:57

13:57

Carsten Roemheld speaks to Fidelity International's Chief Investment Officer Andrew McCaffery about the questions facing investors on China and the war in Ukraine, and how markets have reacted to the Fed's rate hike. Read Andrew's piece on China's stance in the Ukraine crisis: A time for cool heads as the global order shifts Read the latest thinkin…

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Fidelity's CIO on allocating for stagflation and geopolitical turmoil 14:13

2+ y ago14:13

14:13

Carsten Roemheld speaks to Fidelity International's Chief Investment Officer Andrew McCaffery about the widening economic repercussions of the war in Ukraine. Read more at fidelityinternational.com Credits 5.20: ECB President Christine Lagarde speaking on March 10, 2022. See omnystudio.com/listener for privacy information.…

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Fidelity's CIO on the impact of Russia sanctions 12:58

2+ y ago12:58

12:58

As the humanitarian disaster continues to unfold in Ukraine and with the backdrop of more severe sanctions against Russia, Global Chief Investment Officer Andrew McCaffery talks to Carsten Roemheld about the economic consequences, the market implications, and the positioning of Fidelity's core asset allocation. Read more at fidelityinternational.co…

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Fidelity's CIO on what the invasion of Ukraine means for markets and monetary policy 12:55

2+ y ago12:55

12:55

On the day that Russian forces launch a full-scale military invasion of Ukraine Fidelity's Global Chief Investment Officer Andrew McCaffery explains to Carsten Roemheld the likely repercussions for markets and central banks. Read more at fidelityinternational.com/latest-thinking See omnystudio.com/listener for privacy information.…

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Mind the roadblocks: The 2022 Analyst Survey 39:05

3y ago39:05

39:05

Volatile markets, unpredictable governments, rising costs - how does one begin to run a company in such uncertain times? How are managers feeling about the coming year, what are their plans and what are the implications for investors? We’ve asked over 150 of our global research team for their views as part of Fidelity International’s annual Analyst…

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Fidelity's CIO on the market volatility ahead 14:23

3y ago14:23

14:23

Carsten Roemheld talks to Fidelity International's Chief Investment Officer Andrew McCaffery about why the current market volatility is set to continue, and how investors should be approaching it. Read more at fidelityinternational.com/latest-thinking See omnystudio.com/listener for privacy information.…

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