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September 2019: The question of corporate profits
Manage episode 242855630 series 2309172
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 House view has shifted over the summer break.
Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist, Wen-Wen Lindroth, and Portfolio Managers Bill McQuaker and Jeremy Podger. With additional contributions from Assistant Portfolio Manager Ian Samson and Co-Portfolio Manager Marton Huebler.
**If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.**
See omnystudio.com/listener for privacy information.
פרקים
1. September 2019: The question of corporate profits (00:00:00)
2. September's House View (00:02:01)
3. Latest reading from Fidelity's Leading Indicator (00:08:52)
4. Where next for global markets (00:12:17)
5. The case against Japanification (00:20:17)
6. Hot cakes and hot potatoes (00:30:22)
101 פרקים
Manage episode 242855630 series 2309172
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 House view has shifted over the summer break.
Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist, Wen-Wen Lindroth, and Portfolio Managers Bill McQuaker and Jeremy Podger. With additional contributions from Assistant Portfolio Manager Ian Samson and Co-Portfolio Manager Marton Huebler.
**If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.**
See omnystudio.com/listener for privacy information.
פרקים
1. September 2019: The question of corporate profits (00:00:00)
2. September's House View (00:02:01)
3. Latest reading from Fidelity's Leading Indicator (00:08:52)
4. Where next for global markets (00:12:17)
5. The case against Japanification (00:20:17)
6. Hot cakes and hot potatoes (00:30:22)
101 פרקים
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