In our first episode of the year we hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022. How many hikes will the Fed push through, what path will the PBOC tread, and when does the ECB make its move? And how are all these expectations being reflected in allocations? We also hear where energy prices are heading and why. 

Carsten Roemheld is joined by Global Economist Anna Stupnytska and multi-asset Portfolio Managers Charlotte Harington and Matt Quaife. With additional contributions from Energy Analyst and Portfolio Manager Paul Gooden. 

In our first episode of the year we hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022. How many hikes will the Fed push through, what path will the PBOC tread, and when does the ECB make its move? And how are all these expectations being reflected in allocations? We also hear where energy prices are heading and why.&nbsp;
Carsten Roemheld&nbsp;is joined by Global Economist&nbsp;Anna Stupnytska&nbsp;and multi-asset Portfolio Managers&nbsp;Charlotte Harington&nbsp;and&nbsp;Matt Quaife. With additional contributions from Energy Analyst and Portfolio Manager Paul Gooden.&nbsp;

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.

---
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?

Advertisement