What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grappling with them.

With additional contributions from Global Co-CIO Andrew McCaffery.

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grappling with them.
With additional contributions from Global Co-CIO Andrew McCaffery.

Fidelity Answers is an investor's podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.  

Fidelity Answers is an investor's podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.&nbsp;&nbsp;

A podcast about markets, economics and business from Fidelity International.

Fidelity Answers: The Investment Podcast

Rich Pickings: The long-term themes challenging investors

Central bank independence has suddenly become a big issue where, for investors, it matters the most: on US interest rates. In this bonus edition, Fidelity Global Head of Macro Salman Ahmed breaks down the implications for the short and the long term. 

Central bank independence has suddenly become a big issue where, for investors, it matters the most: on US interest rates. In this bonus edition, Fidelity Global Head of Macro Salman Ahmed breaks down the implications for the short and the long term.&nbsp;

Fidelity Answers | BONUS: Why you can't - and shouldn't - take central bank independence for granted | With Salman Ahmed

What happens if the Federal Reserve makes good on White House demands for lower interest rates but inflation holds up? Fidelity portfolio managers Becky Qin and Philip Fielding discuss the potential for a period of financial repression in the United States and what it will mean for investors, while Senior Sovereign Analyst Andressa Tezine explains the political risks of an election year in Brazil.

What happens if the Federal Reserve makes good on White House demands for lower interest rates but inflation holds up? Fidelity portfolio managers Becky Qin and Philip Fielding discuss the potential for a period of financial repression in the United States and what it will mean for investors, while Senior Sovereign Analyst Andressa Tezine explains the political risks of an election year in Brazil.

Fidelity Answers: What will falling US interest rates mean for my portfolio?

External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor’s Guide to Asia, Fidelity International Investment Director Nitin Mathur discusses the chances of a turnaround in 2026 and why we should focus more on India’s long-term growth story.

With Stuart Rumble and Toasha Wang. Additional contributions from Portfolio Manager Terence Tsai and Asia Economist Peiqian Liu.

External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor&rsquo;s Guide to Asia, Fidelity International Investment Director Nitin Mathur discusses the chances of a turnaround in 2026 and why we should focus more on India&rsquo;s long-term growth story.
With Stuart Rumble and Toasha Wang. Additional contributions from Portfolio Manager Terence Tsai and Asia Economist Peiqian Liu.

Rich Pickings: The long-term themes challenging investors

In 1 playlist(s)

Fidelity Answers: The Investment Podcast

Social links

Follow podcast

Recent clips