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.

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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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?

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

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.

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

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Rich Pickings: Fidelity's Asset Allocation Podcast

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