Tectonic shifts: Mapping the disruption to economies and supply chains

Rich Pickings: Fidelity's Asset Allocation Podcast

Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2+ y ago 44:12

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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 Macro and Strategic Asset Allocation Salman Ahmed, Head of Multi Asset Investment Management for Europe Eugene Philalithis and Senior Sovereign Analyst Andressa Tezine to discuss the implications for asset allocation.

With additional contributions from Director of Global Equity Research, Fiona O'Neill.

Read the latest thinking from Fidelity International here.

Read Salman's piece on Remapping China risks.

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