Podcasts by Rich Pickings: Fidelitys Asset Allocation Podcast
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.
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Send your questions for our December special! from 2023-11-28T16:25:36
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 Listen
Outlook 2024: Four ways forward from 2023-11-17T15:44:52
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 ...
ListenHigher rates: is the transmission mechanism broken... or just delayed? from 2023-10-18T15:38:07
Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and ...
ListenChallenging the narrative on recession, inflation and rates from 2023-07-26T11:16:07
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...
ListenFidelity's CIO on US inflation and China's recovery from 2023-07-18T17:01:54
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 ...
ListenESG Analyst Survey: Mind the gap from 2023-06-30T08:13:30
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 ...
ListenFidelity's CIO on the Fed's pause and what comes next from 2023-06-15T16:32:19
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 ...
ListenPreparing portfolios for climate risks from 2023-04-28T15:10:54
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 implic...
ListenThree long-term trends our CIO is watching closely from 2023-04-27T11:13:20
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 Listen
Fidelity's CIO on the recent banking turmoil and what's next from 2023-03-28T15:49:12
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 t...
ListenThe wider implications of the UBS/Credit Suisse merger from 2023-03-20T20:16:45
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 t...
ListenLooking for cracks in the system after SVB from 2023-03-15T13:14:32
After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stupnytska, Global Macro E...
ListenFidelity's CIO on what next for China and what investors might have missed from 2023-02-27T12:28:44
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 Office...
ListenLight at the end of the tunnel: Analyst Survey 2023 from 2023-02-09T12:19:36
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...
ListenFidelity's CIO on China and optimism for the year ahead from 2023-01-26T13:57:49
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 optim...
ListenFrom Davos: Fidelity's CEO on Ukraine, central banks, and management sentiment from 2023-01-20T14:17:22
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 U...
ListenTrailer: Trade Offs from 2023-01-20T08:58:13
Tune in to the Fidelity Answers podcast channel for a new series that gets under the bonnet of business and sustainability.
From finance to ...
ListenYour questions answered! from 2022-12-20T17:42:32
For our festive special Richard Edgar is joined by Head of Equities for Asia Pacific Marty Dropkin, Portfolio Manager Aditya Khowala, and Globa...
ListenFidelity's CIO on what the Fed does next from 2022-12-16T09:54:44
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...
ListenOutlook 2023: Navigating the polycrisis from 2022-12-05T15:08:41
After a year of volatility and uncertainty, how should investors navigate the year ahead? Richard Edgar is joined by Steve Ellis, Global Chief Investment Office...
ListenFidelity's CIO on US midterms and digital assets after FTX from 2022-11-21T08:52:51
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 cryp...
ListenKeeping cool heads in volatile times from 2022-10-19T13:10:04
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 ...
ListenFidelity's CIO on the UK's radical rethink from 2022-10-18T17:43:52
Fidelity International’s Chief Investment Officer Andrew McCaffery talks to Richard Edgar about the British government's economic overhaul and to what extent la...
ListenFidelity's CIO on the UK's U-turn and the risk of contagion from 2022-10-03T17:33
Richard Edgar is joined by Fidelity International’s Chief Investment Officer Andrew McCaffery to discuss what the policy extremes mean for investor confidence i...
ListenWhere next for the UK? from 2022-09-28T15:20:18
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 Listen
Fed hike: What you're missing from the inflation narrative from 2022-09-22T17:52:19
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...
ListenFidelity's CIO on frustrations at the Fed and what the winter might hold from 2022-09-16T17:06:19
Fidelity International's Chief Investment Officer Andrew McCaffery talks to Richard Edgar about recent market turmoil, how current dynamics compare to historic ...
ListenTell us what you think about Rich Pickings from 2022-09-07T14:54:18
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 £2...
ListenWhere next for consumers and a download from Silicon Valley from 2022-08-02T11:21:38
Fresh from meeting industry leaders in Silicon Valley, Portfolio Manager Hyun Ho Sohn and analyst Jonathan Tseng join Richard Edgar to share th...
ListenFidelity's CIO on preparing portfolios for a hard landing from 2022-07-22T12:57:31
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 Listen
Help shape Rich Pickings from 2022-07-13T09:42:36
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 £2...
ListenTurning the tanker: How engagement on sustainability is changing companies from within from 2022-06-28T14:20:17
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 a...
ListenFidelity’s CIO on reasons to be brave amongst the bears from 2022-06-23T12:15:32
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 Andr...
Listen'The rules of the game have changed' from 2022-05-26T14:51:45
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 joi...
ListenBonus: The recession debate - how slow will growth go? from 2022-05-18T15:29:24
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 eac...
ListenFidelity's CIO on growth risks and the safe harbours for portfolios from 2022-05-13T16:44:12
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 a...
ListenNo easy answers: The ESG questions raised by the Russia-Ukraine war from 2022-05-03T13:18:32
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. ...
ListenFidelity's CIO: 'Caution is warranted' from 2022-04-25T20:15:43
Carsten Roemheld speaks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about the challenges posed by the volatility moving through...
ListenFidelity's CIO on the Asia perspective from 2022-04-01T13:29
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 ...
ListenTectonic shifts: Mapping the disruption to economies and supply chains from 2022-03-28T10:20
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, a...
ListenFidelity's CIO on the questions investors have on China, Ukraine, and Fed rate rises from 2022-03-17T16:02
Carsten Roemheld speaks to Fidelity International's Chief Investment Officer Andrew McCaffery about the questions facing investors on China and the war in Ukrai...
ListenFidelity's CIO on allocating for stagflation and geopolitical turmoil from 2022-03-11T17:05
Carsten Roemheld speaks to Fidelity International's Chief Investment Officer Andrew McCaffery about the widening economic repercussions of the war in Ukraine. Listen
Fidelity's CIO on the impact of Russia sanctions from 2022-03-04T16:19
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<...
ListenFidelity's CIO on what the invasion of Ukraine means for markets and monetary policy from 2022-02-24T17:05
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 ...
ListenMind the roadblocks: The 2022 Analyst Survey from 2022-02-18T16:40
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 ...
ListenFidelity's CIO on the market volatility ahead from 2022-02-15T10:56
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 i...
ListenCentral bank watch: Planning for policy shifts from 2022-02-01T12:21
In our first episode of the year we hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022. How many hikes will the Fed push through, what pa...
ListenFidelity's CIO on why the Fed won't be so hawkish from 2022-01-18T14:59
Carsten Roemheld talks to Fidelity International's Chief Investment Officer Andrew McCaffery about why, despite persistent inflation, the Fed won't go ahead with the multiple rate rises markets ...
ListenESG at an industrial titan: BHP’s chief executive on the hard decisions from 2021-12-20T13:36
How do you forge a sustainable future when you're the CEO of one of the world's biggest mining companies? BHP Chief Executive Mike Henry talks to Fidelity International's Global Head of Research...
Listen2021: A sustainability odyssey from 2021-12-20T11:00
The pandemic and COP26 made 2021 a big year for sustainability. In this final podcast of the year we round up the main themes and ask where next for investors and ESG. We look back at Fidelity I...
ListenFidelity’s CIO on Omicron impact from 2021-12-13T13:15
Carsten Roemheld talks to Fidelity International’s Chief Investment Officer Andrew McCaffery about market response to Omicron and how investors should prepare for 2022.
Read more at...
ListenCatch 2022: What's in store for the year ahead from 2021-11-16T20:04
Chief investment officers and economists assess the policy dilemmas and big investment themes of 2022.
Richard Edgar is joined by Steve Ellis,...
ListenPractical (and green) investing for the climate transition from 2021-11-03T13:59:01
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 warmin...
ListenFidelity's CIO calls for clarity at COP from 2021-10-20T10:38
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 Listen
The uncomfortable trade from 2021-10-01T15:52
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...
ListenFidelity's CIO on why the US dollar is headed south from 2021-09-13T09:30
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 - esp...
ListenReady, steady, pitch! Analysts on their most exciting investment trends from 2021-07-29T15:39
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.&nbs...
ListenFidelity's CIO justifies a risk-on bias from 2021-07-20T15:14
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 C...
ListenWhere next for inflation from 2021-06-23T16:44
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 t...
ListenWhat Fidelity's CIO makes of The Fed's surprise from 2021-06-18T13:45
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 McCaffer...
ListenThe real workhorse of Asia Pacific from 2021-05-11T11:35
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 ...
ListenFidelity CIO on why we're calling it a miniboom from 2021-05-06T07:08
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 credibi...
ListenThe Testing of The Fed and other tales of central bank credibility from 2021-04-01T11:44
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 ...
ListenFidelity's Global CIO on inflation and The Fed from 2021-03-18T11:14
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 abo...
ListenCounting down the days: The 2021 Analyst Survey from 2021-03-01T11:13
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...
ListenThe big vaccine rollout episode from 2021-01-22T16:29
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 t...
Listen(What) A Year In Review: The history made and lessons learnt from 2020-12-18T16:54
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...
ListenOutlook 2021: Seizing the new reality from 2020-11-26T09:56
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 Listen
US elections: The very different fiscal scenarios from 2020-10-28T15:48
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 ta...
ListenCIO update: Strength in numbers from 2020-10-09T09:05
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 ...
Allocating for recovery from 2020-09-30T10:11
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 inflat...
ListenCIO update: How to spot resilience from 2020-09-03T12:45
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 signa...
ListenBeware the consensus: what the US election means for investors from 2020-07-28T15:13
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,...
ListenJuly's CIO update: What to expect this summer from 2020-07-08T18:17
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 ou...
ListenKnow your enemy from 2020-06-25T15:14
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 i...
ListenCIO update: Markets v the real economy from 2020-06-11T16:50
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...
ListenThe inflation argument from 2020-05-20T09:42
In this month’s Rich Pickings we hear why inflation is likely to be some way off, how portfolios are being adjusted as the old rules are torn up, and why past experience means recovery pol...
ListenCEO update: Anne Richards on resilience and reinvention from 2020-05-12T11:10
Fidelity CEO Anne Richards analyses the market's response to the coronavirus crisis and, as we move into a world living with the consequences, explores what has to change in supply chains, corpo...
ListenCIO update: The diversification challenge from 2020-05-06T11:09
In our regular check-in with Fidelity's chief investment officer Andrew McCaffery, we cover the past week in the markets, long term challenges for central banks, and the question of how to diver...
ListenCIO update: International cooperation needed from 2020-04-30T15:15
Federal Reserve chair Jerome Powell's comments this week echo what our Chief Investment Officer Andrew McCaffery has been telling us for some time - that a quick V-shaped recovery is unlikely. T...
ListenCIO update: Inflation (just) on the radar from 2020-04-24T07:52
With fixed income and equities markets seemingly entering a more benign phase after record swings in recent weeks, should we be looking to the oil price instead for a better guide to future pros...
ListenApril 2020: Where we go from here from 2020-04-21T16:34
In this month's Rich Pickings we hear from Fidelity's global economist, Anna Stupnytska, about the likely scenarios she envisages playing out as the world moves through the coronavirus crisis. G...
ListenCIO update: Credit markets and central banks from 2020-04-16T16:00
How are economic data playing into markets and what is scenario planning telling us about how to approach different asset classes during the pandemic? Chief Investment Officer Andrew McCaffery t...
ListenCIO update: Look to Asia from 2020-04-08T15:39
Fidelity's Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about why we might see a change in market leadership as China and other parts of Asia benefit from the...
ListenCIO update: Finding value and income from 2020-04-02T17:46
Fidelity's Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where markets find themselves in response to both the pandemic and the oil price, the possibilit...
ListenFrom Fidelity Answers: Positioning for a post-pandemic world from 2020-03-31T10:43
This podcast is from our sister channel Fidelity Answers. Subscribe for more market expertise on topics ranging from electric vehicles to investing...
ListenCIO update: The end of the beginning from 2020-03-26T18:30:36
Fidelity's Chief Investment Officer Andrew McCaffery - complete with his new home podcasting kit - talks to Editor in Chief Richard Edgar about where we are in the coronavirus crisis, the speed ...
ListenFrom Fidelity Answers: Coronavirus and the new reality with Fidelity's CIO Andrew McCaffery from 2020-03-17T18:40
This podcast is from our sister channel Fidelity Answers. Subscribe for more market expertise on topics ranging from electric vehicles to investing...
ListenMarch 2020 (#2): Managing portfolios in a storm from 2020-03-12T19:33
How do you manage funds in the face of extreme volatility? What strategies or asset classes provide the best defences? In this second episode for March, Portfolio Manager Eugene Philalit...
ListenMarch 2020: Fidelity CIOs on oil crash, volatility, and what's next from 2020-03-10T14:20
A perfect storm of fear triggered by a pandemic and an oil shock have given investors a rude awakening with markets dropping at a scale not seen for over a decade. For a special episode of Rich ...
ListenFebruary 2020: Coronavirus - the view from China from 2020-02-26T13:50
This month we hear from those on the frontline about the impact of the coronavirus in China and beyond: how much is the outbreak clogging the engine of the global economy, how are supply chains ...
ListenJanuary 2020: Counting the cost of a pandemic from 2020-01-31T10:28
"Fear makes the wolf bigger than he is," or so the saying goes... In a world of 24-hour news coverage and a commercial imperative to be louder than your competitor it can be hard to hear through...
ListenDecember 2019: Politics and the portfolio from 2019-12-13T15:40:16
The UK election has delivered a decisive victory to Boris Johnson. How widely and for how long will the ramifications be felt by markets? And what of elections elsewhere - not least the US in 20...
ListenNovember 2019: Chief Investment Officers on how to approach 2020 from 2019-11-14T12:13:02
This month, Rich Pickings gathers Fidelity's Chief Investment Officers to ask them what investors should be watching for in 2020: the risks, the rewards, and the hurdles they see on the horizon ...
ListenOctober 2019: Central banks 'running out of road' from 2019-10-31T15:50:50
In this month's Rich Pickings we turn our attention to central banks. As the US Federal Reserve issues its third rate cut since July, we ask how effective is monetary policy really - both in dev...
ListenSeptember 2019: The question of corporate profits from 2019-09-24T11:23:41
In this month's Rich Pickings our investment team gets under the skin of markets for a robust diagnosis of the global economy: are investors overestimating corporate profitability? We put the no...
ListenJuly 2019: The spectre of inflation from 2019-07-19T16:31:09
In this month's Rich Pickings: has inflation really disappeared or does it remain lurking in the shadows? If so, what risk does it pose and how can investors guard against it? Plus, the thinking...
ListenJune 2019: Trade tensions - the damage from 2019-06-11T13:11:58
Our investment teams have made a significant shift away from risk despite encouraging economic signals. Hear why in this month's Rich Pickings. Plus: to what extent is the US-China trade war wei...
ListenBirthday special: Two years on - what we got right (and wrong) from 2019-06-05T14:18:30
Rich Pickings is two years old and what better way to celebrate than to take two of our original guests back to what they said about the world in June 2017. What have events since then done to c...
ListenMay 2019: Recession retreat from 2019-05-14T12:28:40
In this month's Rich Pickings we find out how Fidelity's house view has changed since April and ask the asset allocation group to explain their thinking. To what extent are trade wars and Fed pi...
ListenApril 2019: Arrivederci euro? from 2019-04-08T20:56:27
Welcome back! After a short break, we've returned to Fidelity's asset allocation group meetings, this time with a newly launched house view that aggregates the full range of perspectives from acros...
ListenJanuary 2019: Managers become buoyant despite dismal data from 2019-01-16T14:44:15
Fidelity’s Asset Allocation Group have decided on their positioning for January and here you can hear from some of the team on how they came to their conclusions, as well as where consensus was mor...
ListenChristmas Special: Risk on from 2018-12-14T12:57:45
Just hours out of the final asset allocation group meeting of 2018 we hear from participants on how they are positioned for the end of the year and why. Richard Edgar, Editor in Chief, leads the d...
ListenNovember 2018: Why Brexit doesn't matter (and why it does) from 2018-11-16T15:33:32
Listen here to find out how Fidelity’s Asset Allocation Group are positioned this month. Richard Edgar, Editor in Chief, leads the discussion with Multi Asset's Chief Investment Officer James Bate...
ListenOctober 2018: An increasingly defensive posture from 2018-10-16T15:46:22
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their October debrief, hosted by Richard Edgar, Editor in Chief. Multi Asset'...
ListenSeptember 2018: A world at the mercy of America from 2018-09-18T13:31:36
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their September debrief, hosted by Richard Edgar, Editor in Chief. Multi Asse...
ListenAugust 2018: Could Turkey's turmoil travel? from 2018-08-16T19:27:41
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their August debrief, hosted by Richard Edgar, Editor in Chief. Global Econom...
ListenJuly 2018: Grit in the system risks unravelling of global economy from 2018-07-13T10:32:33
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their July debrief, hosted by Richard Edgar, Editor in Chief. Anna Stupnytsk...
ListenJune 2018: Market disconnect - time to tread carefully from 2018-06-21T20:02
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their June debrief, hosted by Richard Edgar, Editor in Chief. James Bateman,...
ListenMay 2018: Increased caution leads to an "historic moment" from 2018-05-23T19:23:34
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their May debrief, hosted by Richard Edgar, Editor in Chief. Portfolio Manage...
ListenApril 2018: Tougher but not terrible from 2018-04-15T20:42:27
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their April debrief, hosted by Richard Edgar, Editor in Chief. Portfolio Mana...
ListenMarch 2018: Hedging for global growth concerns from 2018-03-08T20:58:34
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their March debrief, hosted by Richard Edgar, Editor in Chief. Markets Analyst...
ListenFeb 2018: Changing patterns - a return to normal? from 2018-02-14T18:54:34
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their February debrief, hosted by Richard Edgar, Editor in Chief. Markets Ana...
ListenJan 2018: Goldilocks and the return of the bear from 2018-01-30T16:10:51
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their January debrief, hosted by Richard Edgar, Editor in Chief. Markets Ana...
ListenDecember 2017: No flashing warning signs - yet from 2017-12-18T11:21:35
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their December debrief, hosted by Richard Edgar. Eugene Philalithis, Portfoli...
ListenNovember 2017: Bill McQuaker's most beautiful index from 2017-11-29T11:28:08
Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their November debrief. Bill McQuaker, Portfolio Manager, Charlotte Harington...
ListenOctober 2017 - Central Bank psychodrama from 2017-10-13T14:34:58
Top members of Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and you get to listen in to their debrief. Ayesha Akbar, Portfolio Manager, Anna Stupnytska,...
ListenSeptember 2017: A pessimist's optimism; alternatives when everything looks expensive from 2017-09-27T00:00
Against a backdrop of increasing geopolitical tensions, members of Fidelity’s Asset Allocation Group gathered to discuss how they are positioned for the month - and this is their debrief. Anna Stu...
ListenAugust 2017: Inflation ain't what it used to be from 2017-08-18T10:06:07
As an eerie calm settled over markets, members of Fidelity’s Asset Allocation Group gathered this week to discuss how they are positioned. Anna Stupnytska, Global Economist, Kevin O'Nolan, Portfol...
ListenJuly 2017: Don't call the bear too early from 2017-07-26T00:00
How is our Multi Asset team positioned this month? After another intense Asset Allocation Group meeting, Richard Edgar, Editor-in-Chief, debriefs with:Anna Stupnytska - Global economist, and forme...
ListenJune 2017: An utterly joyless bull market from 2017-06-16T00:00
How is our Multi Asset team positioned this month? Following the monthly Asset Allocation Group meeting, Richard Edgar, Editor-in-Chief, debriefs with:Anna Stupnytska - Global economist, and a Ukr...
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