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Rich Pickings: The long-term themes challenging investors
What are the big themes that will shape the investment world in the years ahead? Fidelity experts discuss long-term trends and how investors can approach them.
Rich Pickings podcast: Asia and Latin America are reshaping the world for investors
Richard Edgar is joined by Fidelity International experts to discuss how Asia and Latin America are reshaping the world for investors.
Rich Pickings: Analyst Survey 2024 - ready for a reset
Richard Edgar is joined by a panel of Fidelity International experts to discuss the results of the 2024 Analyst Survey.
Rich Pickings podcast: What the lessons of 2023 can teach investors for the year ahead
From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers.
Rich Pickings podcast: Outlook 2024
Richard Edgar is joined by Fidelity's heads of investment to discuss the investment outlook for 2024.
Rich Pickings podcast: Higher rates - is the transmission mechanism broken... or just delayed?
Richard Edgar is joined by Fidelity experts to discuss if the transmission mechanism of central bank rate setting is broken, or just delayed.
Rich Pickings podcast: Challenging the narrative on recession, inflation and rates
Steve Ellis, Anna Stupnystka and Rosanna Burcheri compare where they diverge from the consensus views on recession risk and monetary policy.
Rich Pickings podcast: Preparing portfolios for climate risk
What impact will climate change have on portfolios?
CIO podcast: The recent banking turmoil and what's next
Fidelity International's Global CIO speaks to Richard Edgar about the recent banking turmoil.
Rich Pickings podcast: The wider implications of the UBS/Credit Suisse merger
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.
CIO podcast: What next for China and what investors might have missed
Fidelity's Global Chief Investment Officer Andrew McCaffery discusses what's next for China
Rich Pickings podcast: Analyst Survey 2023 - Light at the end of the tunnel
Fidelity's experts join Richard Edgar to dig through the findings of the 2023 Analyst Survey.
Rich Pickings podcast: Your questions answered
Fidelity experts answer listeners investment questions for this festive special of Rich Pickings.
Rich Pickings podcast: Outlook 2023 - navigating the polycrisis
Richard Edgar is joined by Fidelity's cross-asset investment team to discuss the 2023 Outlook.
CIO podcast: US midterms and digital assets after FTX
Fidelity International's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the US midterms and digital assets after FTX.
Rich Pickings podcast: Keeping cool heads in volatile times
Portfolio Managers Charlotte Harington and Ian Fishwick join Richard Edgar to discuss what investors can do in these times of turmoil.
CIO podcast: The UK's U-turn and the risk of contagion
Richard Edgar and Fidelity's Chief Investment Officer Andrew McCaffery discuss the recent market turmoil in the UK and the risk of contagion elsewhere.
Rich Pickings podcast: Where next for the UK?
Four of Fidelity's investment team join Richard Edgar to discuss where next for the UK after a week of market turmoil.
Fed hike: What you're missing from the inflation narrative
Fidelity's Chief Investment Officer for Fixed Income Steve Ellis shares his views on the unexpected consequences of the Federal Reserve's rate hike cycle.
Rich Pickings podcast: Where next for consumers and a download from Silicon Valley
Fresh from Silicon Valley, Hyun Ho Sohn and Jonathan Tseng join Richard Edgar to discuss how the tech sector is faring.
CIO podcast: Preparing portfolios for a hard landing
Fidelity's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about economic headwinds and preparing portfolios for a hard landing.
Rich Pickings podcast: 'The rules of the game have changed'
'The rules of the game have changed,' how should investors recalibrate for this new phase in markets?
Rich Pickings podcast: The recession debate - how slow will growth go?
How likely is a recession? Two Fidelity portfolio managers take on different sides of the argument and explain how to position for each view.
CIO podcast: Growth risks and the safe harbours for portfolios
Richard Edgar speaks to Fidelity's Global Chief Investment Officer Andrew McCaffery about growth risks and safe harbours for portfolios.
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.
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.
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.
Rich Pickings podcast: Catch 2022 - what's in store for the year ahead
"I don't think central banks are going to have the capacity to raise interest rates to the extent that's [being] priced in," says Fixed Income CIO Steve Ellis.
Rich Pickings podcast: Practical (and green) investing for the climate transition
"The solutions exist today to get us 80 per cent of the way to net zero," says portfolio manager Cornelia Furse in this latest episode of Rich Pickings.
Fidelity's CIO calls for clarity at COP
Ahead of COP26, Fidelity’s chief investment officer Andrew McCaffery talks to Richard Edgar about the challenges facing politicians.
Rich Pickings podcast: The uncomfortable trade
A reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: we gather the experts to help make sense of it all.
Rich Pickings podcast: Ready, steady, pitch! Analysts on their most exciting investment trends
"What is fascinating is the speed of innovation," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.
Rich Pickings podcast: (What) A Year in Review
For the final episode of the year Fidelity's Global Chief Investment Officer discusses the market history that was made and the lessons to take from 2020.
November's Rich Pickings: Outlook 2021
Fidelity's chief investment officers discuss the paths they're taking in the year ahead.
July's CIO update: What to expect this summer
Andrew McCaffery on Q3, Fidelity's new normal, and the continued rise of ESG.
June's Rich Pickings podcast: Know your enemy
"The anaesthetist has shown up to give morphine [to the global economy] but the doctor's still not shown up to do surgery," says Portfolio Manager Amit Lodha.
May's Rich Pickings podcast: The case against inflation
Why inflation will be some way off - and how portfolios are being adjusted as the old rules are torn up.
CIO update podcast: International cooperation needed
CIO Andrew McCaffery on the why a V-shaped recovery is unlikely and why greater international cooperation is needed to avoid long-lasting damage.
April's Rich Pickings podcast: Where we go from here
"I am quite surprised by the optimism of markets," says portfolio manager Jeremy Podger in this month's Rich Pickings.
March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets
March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets
Cool Heads: Fidelity CIOs on oil crash, volatility and what's next
Managing liquidity is key.
February's Rich Pickings podcast: Coronavirus - the view from China
"Unorthodox policy may have to meet an unorthodox situation," says head of fixed income in Asia, Bryan Collins, in this month's Rich Pickings.
January's Rich Pickings podcast: Counting the cost of a pandemic
"I think concern is right, I'd avoid hysteria; we need to ground ourselves in the data," says Director of Equities Terry Raven in this month's Rich Pickings.
December's Rich Pickings podcast: Politics and the portfolio
"We need to be very careful to understand the impact of politics on companies," says portfolio manager Amit Lodha in this month's Rich Pickings.
September's Rich Pickings podcast: The question of corporate profits
"Profits growth has been more anaemic than the market thinks. I find that troubling," says portfolio manager Bill McQuaker in this month's Rich Pickings.
July's Rich Pickings podcast: The spectre of inflation
"A return to inflation worries me ... both sides of a balanced portfolio are going to get hurt," says David Buckle in this month's Rich Pickings.
June's Rich Pickings podcast: Trade tensions - the damage
"There are clear binary downside risks that could be quite big given valuations,” says CIO of Multi Asset James Bateman in this month's Rich Pickings.
May's Rich Pickings podcast: Recession retreat
"There are tentative signs of stabilisation but it's too early to call that the green shoots," says Fidelity's Anna Stupnytska in this month's Rich Pickings.
January's Rich Pickings: Managers become buoyant despite dismal data
"Everyone always underestimates the resilience of the US economy," says Chief Investment Officer of Multi Asset James Bateman.
December's Rich Pickings podcast: Christmas Special - risk on
"Being neutral just doesn't feel active enough to take advantage of the opportunities,” says CIO of Multi Asset James Bateman in this month's Rich Pickings.
September's Rich Pickings podcast: A world at the mercy of America
The US is playing an increasingly central role in world markets. Why does this matter?
August's Rich Pickings podcast: Could Turkey's turmoils travel?
Is the Turkey crisis isolated or systemic? And if it does spread, where do Fidelity's asset allocators think its effects will be most significant?
July's Rich Pickings podcast: Grit in the system risks unravelling of global economy
Fidelity's Asset Allocation Group meet to discuss their positioning this month, hard-to-read market sentiment, and the growing seriousness of a trade war.
November's Rich Pickings: Bill McQuaker's most beautiful index
Japan, feeling the heat despite an upswing in the Fidelity Leading Indicator, and the index Bill describes as "a thing of beauty".
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