Rich Pickings: Fidelity's Asset Allocation PodcastRich Pickings: Fidelity's Asset Allocation Podcast

Tectonic shifts: Mapping the disruption to economies and supply chains

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One month on from the start of the war in Ukraine, the knock-on effects for the global economy and the old world order are becoming clearer. With disrupted supply chains, persistent inflation, and a realignment of geopolitics, we take a closer look at how investors can navigate these seismic changes. Carsten Roemheld is joined by Global Head of Macro and Strategic Asset Allocation Salman Ahmed, Head of Multi Asset Investment Management for Europe Eugene Philalithis and Senior Sovereign Analyst Andressa Tezine to discuss the implications for asset allocation. 

With additional contributions from Director of Global Equity Research, Fiona O'Neill.

Read the latest thinking from Fidelity International here

Read Salman's piece on Remapping China risks.

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Rich Pickings: Fidelity's Asset Allocation Podcast

Welcome to Fidelity International's award-winning monthly asset allocation podcast. What will the po 
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