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Fidelity Answers: Outlook 2025 | The divergence dividend
Carsten Roemheld is joined by a panel of Fidelity International's heads of investment to discuss how investors should be positioning for 2025.
Rich Pickings podcast: The ESG questions raised by the Russia-Ukraine war
Carsten Roemheld discusses the ESG questions raised by the Russia-Ukraine war and the implications for asset allocation.
CIO podcast: The Asia perspective
Fidelity International's Global CIO Andrew McCaffery discusses his recent trip to Asia and the latest market developments.
Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains
Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains
CIO podcast: The questions investors have on China, Ukraine, and Fed rates
"The market feels that the trajectory of rate rises actually increases the risk of [...] recession," says Global CIO Andrew McCaffery.
CIO podcast: allocating for stagflation and geopolitical turmoil
"We continue to look to China, to Asia, to Japan for opportunities relative to the US and Europe, because we cannot ignore the recessionary risks."
CIO podcast: The impact of Russia sanctions
Fidelity International's Global Chief Investment Officer Andrew McCaffery explains the impact of economic sanctions on Russia
CIO podcast: What the invasion of Ukraine means for markets and policy
As Russian forces launch a military invasion of Ukraine Fidelity's Global CIO explains the likely repercussions for markets and central banks.
Analyst Survey results and investment implications
Our experts discuss the results of this year's Analyst Survey and explore the implications for investors.
CIO podcast: Market volatility ahead
Fidelity International's Chief Investment Officer Andrew McCaffery explains why the current market volatility is set to continue, and how to allocate for it.
Rich Pickings podcast: Central bank watch - planning for policy shifts
We hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022.
CIO podcast: Why the Fed won't be so hawkish
Global Chief Investment Officer Andrew McCaffery on the outlook for central banks
Rich Pickings podcast: 2021- a sustainability odyssey
The pandemic and COP26 made 2021 a big year for sustainability. In this podcast we round up the main themes and ask where next for investors and ESG.
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This content is for investment professionals only.