Fidelity's global Chief Investment Officer Andrew McCaffery assesses the scale and effectiveness of state intervention that lead to a remarkable second quarter for markets, and summarises his outlook for the third quarter and beyond. 

Also covered:
- the new normal for Fidelity staff as lockdown restrictions change around the world, and how we're interacting with clients and invested companies
- what to expect from markets as we get closer to November's US election
- the sharp rise in interest in ESG considerations in conversations with clients

Hosted by Richard Edgar, editor in chief.