최고 Asset Allocation 팟캐스트 (2024)

1
The long-term themes challenging investors 41:35

8M 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…

1
Asia and Latin America are reshaping the world for investors 39:40

10M 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…

1
Ready for a reset: Analyst Survey 2024 37:57

11M 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…

1
What the lessons of 2023 can teach investors for the year ahead 39:56

1y 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…

1
Send your questions for our December special! 0:47

1y 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

1
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…

1
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

1
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…

1
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

1
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

2y 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

2y 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…

1
Fidelity's CIO on what next for China and what investors might have missed 14:11

2y 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 …

1
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…

1
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…

1
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…

1
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…

1
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…

1
94: NFT Markets Macro Outlook with Ben Roy 44:07

2y ago44:07

44:07

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ NFTs - they’re dead according to the media (again), but all you have to do is spend a little time in our space to see that NFT developments continue despite the current market. In this Benterview, we go into detail on what’s happening in the NFT mar…

1
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…

1
93: Cryptocurrency Taxes with Micah Fraim 54:28

2y ago54:28

54:28

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this episode, we talked about why crypto taxes are so difficult. We covered some of the biggest misconceptions or mistakes people make when doing their crypto taxes, how to get smarter about taxes this year and in the future (e.g. tax loss harves…

1
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.…

1
92: Scaling Ethereum with Offchain Lab's Co-Founder Steven Goldfeder 47:20

2y ago47:20

47:20

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Steven Goldfeder of Offchain Labs, the company behind Arbitrum. This one is very Ethereum / Sclaing focused but pretty darn key for understanding how the future of ethereum might look. --- Support this podcast: https://podc…

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91: Crypto Liquid and Venture Fund of Funds with Greg of Scenius Capital 56:07

2y ago56:07

56:07

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Greg is a co-founder at Scenius which runs a hedge fund of funds and is launching a venture fund of funds in the crypto space. He shares his bird's eye view on how the industry's best fund managers are allocating their capital and thinking about the…

1
90: Commercial Real Estate Investing with Streitwise Founder Jeff Karsh 33:41

2y ago33:41

33:41

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com Today's interview is with Jeff Karsh, the co-founder & CEO of Streitwise, a private REIT. Commercial Real Estate is a tricky one, spanning types like Office, Retail, Industrial, Multi-Family Apartments, Hotels, etc. In this episode we talk about Comm…

1
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…

1
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.…

1
89: Bitcoin is Sound Money with Rob Price 57:21

2y ago57:21

57:21

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com Today's interview is with Rob Price. Bitcoin. Sound Money or just another Risk asset? Globally there is likely a Monetary Regime change coming… What we change into is anyone’s guess, but Bitcoin could (who knows… keep that in mind) be a contender. Ro…

1
88: Blockchain Gaming with Horizon 47:02

2y ago47:02

47:02

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Blockchain Gaming with Michael Sanders of Horizon Games (creators of Trading Card Game Skyweaver). In this episode with Michael we go over the state of the blockchain gaming industry where it is and where it could be going, we talk about blockchain …

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87: Macro Financial Markets Outlook with Peter Harlin 36:41

2y ago36:41

36:41

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Peter is one of those rare individuals that keeps pretty close tabs on a number of financial assets and markets. He’s my go-to guy for insight into …

1
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 …

1
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…

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86: Intro to DeFi with Kris Kay 52:07

2y ago52:07

52:07

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Kris Kay - a DeFi Educator and YouTuber. Decentralized Finance, or DeFi, is something I’ve talked a lot about on this channel. Kris is doing a lot of onboarding in DeFi - which is very hard. I run CryptoMondays here in LA a…

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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85: Business and Economic Cycles For Investors with Lakshman Achuthan 40:46

2+ y ago40:46

40:46

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Lakshman Achuthan of Economic Cycle Research Institute (ECRI) returns to the show to share his current macro outlook. We cover Lakshman's best insights on this business cycle and what that could mean for your asset allocation. --- Support this podca…

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

2+ y 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…

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84: Investing in the NFT Markets in 2H22 with Sasha from Arca 52:53

2+ y ago52:53

52:53

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Sasha Fleyshman is the GP of a $50M NFT Fund from Arca. In this episode we talk about the NFT Market. Prices are down, volumes are down, but Sasha is still bullish on this nascent space. --- Support this podcast: https://podcasters.spotify.com/pod/s…

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Tell us what you think about Rich Pickings 1:10

2+ y 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…

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83: The Global Current Macro Outlook with Dr. Marc Faber 49:21

2+ y ago49:21

49:21

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Dr. Faber is a legend in the space. He rejoins the show at a time where the current monetary regime have backed us into a pretty curious situation. Dr. Faber argues we may be transitioning into a time period where returns are no longer easily genera…

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82: Why Crypto Winter is not here with Jaime Burke of Outlier Ventures 50:59

2+ y ago50:59

50:59

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Jaime has seen a lot: he has been investing in Web3 / Crypto / Blockchain since 2014 - about 8 years. Jamie sees a lot of early stage startups and knows where investor money is headed. In this episode he lays out what projects are getting the most t…

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81: Energy and Oil Markets with Art Berman 1:02:44

2+ y ago1:02:44

1:02:44

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Art Berman is my go to person for all things energy related. He rejoins the show in a moment where it seems like every headline is focused on inflation and energy costs to break down what is happening on a global level. Listen to catch up on the cur…

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80: Investing in Farmland with Carter Malloy 32:11

2+ y ago32:11

32:11

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Today's interview is with Carter Malloy of AcreTrader. In this episode we cover why you might be interested in investing in farmland, and more details specifically on what AcreTrader is doing to allow more investors access to Farmland. --- Support t…

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…

1
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
79: Investing in Crypto with Tijo of Arcane Bear 48:41

2+ y ago48:41

48:41

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ There’s a lot going on in crypto at all times and it’s very difficult - if not impossible these days - to stay on top of it all. Tijo prides himself in living on the fringes and identifying investment opportunities before they’re mainstream. Right n…

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