Rich Pickings Fidelitys Asset Allocation ציבורי
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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 ...
 
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show series
 
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 - especially in the rest of the world. See omnystudio.com/listener for privacy information.על ידי Fidelity International
 
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. Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they present to portfolio managers Charlotte Harington and Aditya Khowala. We…
 
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 Chief Investment Officer Andrew McCaffery. Read more at fidelityinternational.com See omnystudio.com/listener for privacy information.…
 
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 team have been poring over the data and in this month's Rich Pickings Richard Edgar talks to them and others from the investment desks about what happens nex…
 
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 McCaffery about what this unexpected gear shift by the central bank means for markets and asset allocation. Read more at fidelityinternational.com. See omnystudio.c…
 
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 the world's productivity powerhouses. To hear about some of the unsung heroes of the Asia Pacific region Richard Edgar talks to Hong Kong-based investment d…
 
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 credibility tests, and why Japanese equities are looking up. Audio excerpts from: The Atlantic; NBC News See omnystudio.com/listener for privacy information.…
 
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 and increase the debt still further the role of central banks becomes increasingly vital to the stability of government finances. What does that mean for th…
 
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 about asset allocation at this important juncture. See omnystudio.com/listener for privacy information.על ידי Fidelity International
 
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 the coming year, from the health of balance sheets to the confidence of management teams, and the outlook is encouraging. Richard Edgar talks to the survey…
 
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 to Amit Lodha, global equities portfolio manager; Judith Finegold, a portfolio manager with a healthcare focus and a lead on Fidelity's Covid working group; …
 
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 Harington to listen back to what they said as the crisis unfolded. What were they thinking as markets plummeted and then soared? What were the calls they m…
 
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, Editor in Chief, talks to Chief Investment Officer for Fixed Income, Steve Ellis; Chief Investment Officer for Asia Pacific, Paras Anand; and Global Economist Anna Stupny…
 
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 talks to Fidelity's Global Head of Macro Salman Ahmed. See omnystudio.com/listener for privacy information.על ידי Fidelity International
 
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 the face of election turbulence - what investors can do to protect portfolios and where China can help See omnystudio.com/listener for privacy information.…
 
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 inflation with Chief Investment Officer for Fixed Income Steve Ellis; Global Economist Anna Stupnytska, and Portfolio Manager Charlotte Harington; with additional…
 
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 signals from the Fed could mean for investors, and how to recognise resilience. See omnystudio.com/listener for privacy information.…
 
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, a faltering economy, and widespread social unrest. This month we ask the investment teams how they're positioning for the turmoil and what November's resul…
 
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 outlook for the third quarter and beyond. Also covered: - the new normal for Fidelity staff as lockdown restrictions change around the world, and how we're in…
 
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 investment teams on the virus, what they've learnt, and how it's filtering through to portfolios. Richard Edgar, Editor in Chief, talks to Anna Stupnytska, G…
 
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 how important the US election and Brexit might be in the context of a global pandemic. See omnystudio.com/listener for privacy information.…
 
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 policies could look very different this time. Joining Editor in Chief Richard Edgar is Global Economist Anna Stupnytska; Portfolio Manager and Head of Multi Asset In…
 
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, corporate aims, and capitalism itself. Presented by Richard Edgar, editor in chief. See omnystudio.com/listener for privacy information.…
 
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 diversify a portfolio when assets don't behave as they once did. We also speak to Henk-Jan Rikkerink, the head of our Multi Asset and solutions teams. He suggest…
 
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. Today we look at why that is, what governments and private firms can do to aid future recoveries, and why greater international cooperation is needed to avoi…
 
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 prospects? And as central banks pump in trillions of liquidity, could inflation be on the radar? Chief Investment Officer Andrew McCaffery discusses these topic…
 
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. Global equities portfolio manager Jeremy Podger outlines how he is adjusting his portfolios in response, how he's valuing companies at this time of uncertain…
 
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 talks to Editor in Chief Richard Edgar about where we find ourselves after the Easter break and how the support of central banks is influencing investor beha…
 
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 their handling of the pandemic, and what public rescues of private companies mean for sustainable investing. See omnystudio.com/listener for privacy informatio…
 
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 possibilities emerging in credit markets, and how the crisis might re-frame the active-passive debate. See omnystudio.com/listener for privacy information.…
 
This podcast is from our sister channel Fidelity Answers. Subscribe for more market expertise on topics ranging from electric vehicles to investing in China. It's hard to see into the future when so much is up in the air. But in this podcast we try and decipher some of the early indicators of what a post-coronavirus world might look like. What chan…
 
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 and consequences of huge government stimulus interventions, and how analysts and portfolio managers are looking for idiosyncratic opportunities. See omnystu…
 
This podcast is from our sister channel Fidelity Answers. Subscribe for more market expertise on topics ranging from electric vehicles to investing in China. In this episode, Chief Investment Officer for Fidelity International, Andrew McCaffery, talks to Richard Edgar about how latest market developments square up to similar past events, how he's a…
 
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 Philalithis talks to Editor in Chief Richard Edgar about how he's navigating the current market turbulence. See omnystudio.com/listener for privacy information.…
 
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 Pickings, Editor in Chief Richard Edgar talks with Fidelity's global chief investment officer Andrew McCaffery together with CIOs for equities, Romain Bosch…
 
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 coping, and to what extent is disruption transmitting to other markets? On the line from Hong Kong are Jing Ning, a portfolio manager with a focus on China,…
 
"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 the noise when a global event like coronavirus hits. In this month's Rich Pickings we gather three of our investment team from different disciplines to exp…
 
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 2020? This month's Rich Pickings takes stock of the broad shift in global politics and asks how investors should be positioned. Richard Edgar, Editor in Chief…
 
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 as we approach the new year. Richard Edgar, Editor in Chief, talks to Andrew McCaffery, CIO for Alternatives and Solutions, Steve Ellis, CIO for Fixed Incom…
 
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 developed and emerging markets? What other tools do governments have at their disposal to guard against recession? And what does it all mean for investors? We …
 
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 notion of 'Japanification' to the test, and hear why gold and department stores are weighing on the minds of portfolio managers. Plus a look at how Fidelity's…
 
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 behind moves in Fidelity's House View - a more positive stance around equities in the short-term but a strongly negative rating for long-term government bo…
 
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 weighing on their thinking? Richard Edgar, Editor in Chief, talks to Head of Asset Management in Asia Pacific, Paras Anand, Lead Cross-Asset Strategist, Wen-We…
 
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 change their views? Richard Edgar, Editor in Chief, puts the memories of James Bateman, Chief Investment Officer for Multi Asset, and Bill McQuaker, Portfoli…
 
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 pivots influencing their positioning? Richard Edgar, Editor in Chief, talks to Anna Stupnytska, Head of Global Macro Economics and Investment Strategy, Peter …
 
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 across the investment teams. We'll be keeping you updated on that as well as bringing into the studio a wider cast of guests to provide practical insights int…
 
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 more difficult. Editor in Chief Richard Edgar talks to Multi Asset's Chief Investment Officer James Bateman, Anna Stupnytska, Head of Global Macro and Inves…
 
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 discussion with Multi Asset's Chief Investment Officer James Bateman, Global Economist Anna Stupnytska, and Bill McQuaker, Portfolio Manager. They explain …
 
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 Bateman, Markets Analyst Charlotte Harington, and Nick Peters, Portfolio Manager. Together they take a close look at Brexit and ask to what extent it really m…
 
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's Chief Investment Officer James Bateman, Markets Analyst Charlotte Harington, and Eugene Philalithis, Portfolio Manager, take a look at recent market tur…
 
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