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 editorial@fil.com. We look forward to hearing from you!

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 <a href="mailto:editorial@fil.com">editorial@fil.com. </a>We look forward to hearing from you!

Send your questions for our December special!

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 Sustainability Officer Jenn-Hui Tan, Head of European Real Estate, Neil Cable, and Head of Private Credit Strategies, Michael Curtis. 

You can read Fidelity's 2024 Outlook in full here. 

Do you have a question you'd like to put to one of Fidelity's investment team? We're handing the microphone over to you again for our next episode. To take part please send your investment related question to editorial@fil.com by Friday 1st December, and we'll put the best ones to our experts. Look forward to hearing from you!

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 Sustainability Officer Jenn-Hui Tan, Head of European Real Estate, Neil Cable, and Head of Private Credit Strategies, Michael Curtis. 
You can read <a href="https://www.fidelityinternational.com/editorial/fidelity-answers/outlook-2024-four-ways-forward-en5/">Fidelity's 2024 Outlook in full here</a>. 
Do you have a question you'd like to put to one of Fidelity's investment team? We're handing the microphone over to you again for our next episode. To take part please send your investment related question to <a href="mailto:editorial@fil.com">editorial@fil.com</a> by Friday 1st December, and we'll put the best ones to our experts. Look forward to hearing from you!

Outlook 2024: Four ways forward

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 additional contributions from Multi Asset Portfolio Manager Caroline Shaw.

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 additional contributions from Multi Asset Portfolio Manager Caroline Shaw.

Higher rates: is the transmission mechanism broken... or just delayed?

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 at what the destocking trend in the chemicals sector could tell us about wider market stress with three analysts who cover the industry from different asset class perspectives. 

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 at what the destocking trend in the chemicals sector could tell us about wider market stress with three analysts who cover the industry from different asset class perspectives.

Challenging the narrative on recession, inflation and rates

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. 

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.

Fidelity's CIO on US inflation and China's recovery

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 through the results and what they mean for the world around us.

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 through the results and what they mean for the world around us.

ESG Analyst Survey: Mind the gap

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

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

Fidelity's CIO on the Fed's pause and what comes next

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 Stupnytska and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss how investors can rise to the challenge.

With additional contributions from Fidelity's Global Head of Investment Research Ned Salter.

Listen to more from Ned's Trade Offs series here.

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 Stupnytska and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss how investors can rise to the challenge.
With additional contributions from Fidelity's Global Head of Investment Research Ned Salter.
Listen to more from Ned's Trade Offs series <a href="https://omny.fm/shows/for-investment-professionals-only/playlists/trade-offs">here.</a>

Preparing portfolios for climate risks

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.

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.

Three long-term trends our CIO is watching closely

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.

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.

Fidelity's CIO on the recent banking turmoil and what's next

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 tech cycles to The End of the Cycle, from downside protection to the upside of ESG, this show brings you in depth interviews and conversations with our analysts, portfolio managers and investment directors to tackle the big questions facing investors today.

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This podcast is provided for information purposes only and is intended only for the person or entity to which it is sent or downloaded by. It must not be reproduced or circulated to any other party without prior permission of Fidelity. Fidelity Personal Investing does not give personal recommendations. The value of investments can go down as well as up so you may get back less than you invest. For other important legal notices please see our website: www.fidelity.co.uk/professional/about/

Welcome to Rich Pickings, Fidelity International's asset allocation podcast.

Rich Pickings: Fidelity's Asset Allocation Podcast

Welcome to Fidelity International's award-winning monthly asset allocation podcast. What will the portfolio managers reveal about their investment strategies? Where are they investing and why? What are the team's hot cakes this month? And what would they drop like a hot potato?

Welcome to Fidelity International's award-winning monthly asset allocation podcast. What will the portfolio managers reveal about their investment strategies? Where are they investing and why? What are the team's hot cakes this month? And what would they drop like a hot potato?

Rich Pickings: Fidelity's Asset Allocation Podcast

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