Send your questions for our December special!
Just a reminder that you still have time to submit your questions to our investment team for our Christmas special. You have until Friday 1st December to send your questions to firstname.lastname@example.org. We look forward to hearing from you!
Outlook 2024: Four ways forward
Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Anna Stupnytska, to discuss the four scenarios Fidelity's investment teams are watching for 2024. With additional contributions from Fidelity's Chief …
Higher rates: is the transmission mechanism broken... or just delayed?
Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, Fidelity’s Global Head of Macro and Strategic Asset Allocation, to discuss whether the levers central banks have to pull are working. With addition…
Challenging the narrative on recession, inflation and rates
This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri. And Nina Flitman takes a look …
Fidelity's CIO on US inflation and China's recovery
Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss how investors should interpret the latest inflation data from the US, and what investors might have missed from China's recovery story.
ESG Analyst Survey: Mind the gap
There is a big gap between the action needed to deliver net zero and what the corporate world is currently doing, according to Fidelity’s third annual survey of our analysts on ESG issues. Host Richard Edgar is joined by Head of Fixed Income Research Gita Bal and portfolio manager DJ Phadnis to dig…
Fidelity's CIO on the Fed's pause and what comes next
Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the Federal Reserve's decision to pause its interest rate hikes, for now, and what might come next. Opening clip: Jerome Powell, Chair of the Federal Reserve
Preparing portfolios for climate risks
What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets sorted out - what are the investment implications for a greener, decarbonised future? Richard Edgar is joined by Global Macro Economist Anna Stupny…
Three long-term trends our CIO is watching closely
Over the last 18 months we've thrown crisis after crisis at our CIO, but this month we're letting Andrew McCaffery tell us the long term trends he's watching. Richard Edgar hosts.
Fidelity's CIO on the recent banking turmoil and what's next
Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the recent banking turmoil, what central banks might do next, and what it all means for the recession outlook.