Challenging the narrative on recession, inflation and rates
Challenging the narrative on recession, inflation and rates
This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting... Read more
26 Jul 2023
•
40mins
Fidelity's CIO on US inflation and China's recovery
Fidelity's CIO on US inflation and China's recovery
Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss how investors s... Read more
18 Jul 2023
•
16mins
Similar Podcasts
ESG Analyst Survey: Mind the gap
ESG Analyst Survey: Mind the gap
There is a big gap between the action needed to deliver net zero and what the corporate world is currently doing, accord... Read more
30 Jun 2023
•
26mins
Fidelity's CIO on the Fed's pause and what comes next
Fidelity's CIO on the Fed's pause and what comes next
Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the Federal Res... Read more
15 Jun 2023
•
17mins
Preparing portfolios for climate risks
Preparing portfolios for climate risks
What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net... Read more
28 Apr 2023
•
45mins
Three long-term trends our CIO is watching closely
Three long-term trends our CIO is watching closely
Over the last 18 months we've thrown crisis after crisis at our CIO, but this month we're letting Andrew McCaffery tell ... Read more
27 Apr 2023
•
18mins
Fidelity's CIO on the recent banking turmoil and what's next
Fidelity's CIO on the recent banking turmoil and what's next
Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the recent bank... Read more
28 Mar 2023
•
17mins
The wider implications of the UBS/Credit Suisse merger
The wider implications of the UBS/Credit Suisse merger
Following the takeover of Credit Suisse by UBS, Richard Edgar is joined by senior analyst Federico Wynne to discuss how ... Read more
20 Mar 2023
•
7mins
Looking for cracks in the system after SVB
Looking for cracks in the system after SVB
After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stu... Read more
15 Mar 2023
•
35mins
Fidelity's CIO on what next for China and what investors might have missed
Fidelity's CIO on what next for China and what investors might have missed
China’s reopening has spurred a rebound in the economy and in markets. But how should investors position for what comes ... Read more
27 Feb 2023
•
14mins