This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri. And Nina Flitman takes a look at what the destocking trend in the chemicals sector could tell us about wider market stress with three analysts who cover the industry from different asset class perspectives. See omnystudio.com/listener for privacy information.

This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri. And Nina Flitman takes a look at what the destocking trend in the chemicals sector could tell us about wider market stress with three analysts who cover the industry from different asset class perspectives. See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Challenging the narrative on recession, inflation and rates

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. See omnystudio.com/listener for privacy information.

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. See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

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

There is a big gap between the action needed to deliver net zero and what the corporate world is currently doing, according to Fidelity’s third annual survey of our analysts on ESG issues. Host Richard Edgar is joined by Head of Fixed Income Research Gita Bal and portfolio manager DJ Phadnis to dig through the results and what they mean for the world around us.See omnystudio.com/listener for privacy information.

There is a big gap between the action needed to deliver net zero and what the corporate world is currently doing, according to Fidelity’s third annual survey of our analysts on ESG issues. Host Richard Edgar is joined by Head of Fixed Income Research Gita Bal and portfolio manager DJ Phadnis to dig through the results and what they mean for the world around us.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

ESG Analyst Survey: Mind the gap

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the Federal Reserve's decision to pause its interest rate hikes, for now, and what might come next.  Opening clip: Jerome Powell, Chair of the Federal ReserveSee omnystudio.com/listener for privacy information.

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the Federal Reserve's decision to pause its interest rate hikes, for now, and what might come next.  Opening clip: Jerome Powell, Chair of the Federal ReserveSee <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Fidelity's CIO on the Fed's pause and what comes next

What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets sorted out - what are the investment implications for a greener, decarbonised future? Richard Edgar is joined by Global Macro Economist Anna Stupnytska and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss how investors can rise to the challenge. With additional contributions from Fidelity's Global Head of Investment Research Ned Salter. Listen to more from Ned's Trade Offs series here.See omnystudio.com/listener for privacy information.

What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets sorted out - what are the investment implications for a greener, decarbonised future? Richard Edgar is joined by Global Macro Economist Anna Stupnytska and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss how investors can rise to the challenge. With additional contributions from Fidelity's Global Head of Investment Research Ned Salter. Listen to more from Ned's Trade Offs series <a href="https://omny.fm/shows/for-investment-professionals-only/playlists/trade-offs" rel="nofollow" target="_blank">here.</a>See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Preparing portfolios for climate risks

Over the last 18 months we've thrown crisis after crisis at our CIO, but this month we're letting Andrew McCaffery tell us the long term trends he's watching. Richard Edgar hosts.See omnystudio.com/listener for privacy information.

Over the last 18 months we've thrown crisis after crisis at our CIO, but this month we're letting Andrew McCaffery tell us the long term trends he's watching. Richard Edgar hosts.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Three long-term trends our CIO is watching closely

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the recent banking turmoil, what central banks might do next, and what it all means for the recession outlook.See omnystudio.com/listener for privacy information.

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the recent banking turmoil, what central banks might do next, and what it all means for the recession outlook.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Fidelity's CIO on the recent banking turmoil and what's next

Following the takeover of Credit Suisse by UBS, Richard Edgar is joined by senior analyst Federico Wynne to discuss how we got here and what might emerge over the weeks ahead.See omnystudio.com/listener for privacy information.

Following the takeover of Credit Suisse by UBS, Richard Edgar is joined by senior analyst Federico Wynne to discuss how we got here and what might emerge over the weeks ahead.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

The wider implications of the UBS/Credit Suisse merger

After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stupnytska, Global Macro Economist, and Gita Bal, Global Head of Fixed Income Research, to discuss the fallout and whether it could be enough to force a rethink at the Federal Reserve.  Asia Economist Peiqian Liu also joins Richard to discuss what China's recovery looks like on the ground. You can read more analysis on SVB and the fallout on your local Fidelity website or here. Opening clip: US President Joe Biden, March 13th, Sky NewsSee omnystudio.com/listener for privacy information.

After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stupnytska, Global Macro Economist, and Gita Bal, Global Head of Fixed Income Research, to discuss the fallout and whether it could be enough to force a rethink at the Federal Reserve.  Asia Economist Peiqian Liu also joins Richard to discuss what China's recovery looks like on the ground. You can read more analysis on SVB and the fallout on your local Fidelity website or <a href="https://www.fidelityinternational.com/editorial/article/the-fed-cant-paint-over-the-cracks-for-long-72f147-en5/" rel="nofollow" target="_blank">here</a>. Opening clip: US President Joe Biden, March 13th, Sky NewsSee <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Looking for cracks in the system after SVB

China’s reopening has spurred a rebound in the economy and in markets. But how should investors position for what comes next? Richard Edgar is joined by Fidelity's Global Chief Investment Officer Andrew McCaffery to discuss this, and what markets might have previously missed. You can read more about the topics discussed in the podcast here. Listen to our regular The Investors Guide to China podcast here.See omnystudio.com/listener for privacy information.

China’s reopening has spurred a rebound in the economy and in markets. But how should investors position for what comes next? Richard Edgar is joined by Fidelity's Global Chief Investment Officer Andrew McCaffery to discuss this, and what markets might have previously missed. You can read more about the topics discussed in the podcast <a href="https://www.fidelityinternational.com/editorial/latest-thinking/" rel="nofollow" target="_blank">here</a>. Listen to our regular <a href="https://omny.fm/shows/for-investment-professionals-only/playlists/the-investors-guide-to-china" rel="nofollow" target="_blank">The Investors Guide to China podcast here</a>.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Fidelity's CIO on what next for China and what investors might have missed

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 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: <a href="http://www.fidelity.co.uk/professional/about/" rel="nofollow" target="_blank">www.fidelity.co.uk/professional/about/</a>

Rich Pickings: Fidelity's Asset Allocation Podcast

This month, Rich Pickings gathers Fidelity's Chief Investment Officers to ask them what investors should be watching for in 2020: the risks, the rewards, and the hurdles they see on the horizon as we approach the new year.  Richard Edgar, Editor in Chief, talks to Andrew McCaffery, CIO for Alternatives and Solutions, Steve Ellis, CIO for Fixed Income, Romain Boscher, CIO for Equities, Neil Cable, Head of Real Estate, and Punam Sharma, Director of Equities.  **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See omnystudio.com/listener for privacy information.

This month, Rich Pickings gathers Fidelity's Chief Investment Officers to ask them what investors should be watching for in 2020: the risks, the rewards, and the hurdles they see on the horizon as we approach the new year.  Richard Edgar, Editor in Chief, talks to Andrew McCaffery, CIO for Alternatives and Solutions, Steve Ellis, CIO for Fixed Income, Romain Boscher, CIO for Equities, Neil Cable, Head of Real Estate, and Punam Sharma, Director of Equities.  **If you enjoy Rich Pickings then why not try our sister podcast, <a href="https://omny.fm/shows/for-investment-professionals-only" rel="nofollow" target="_blank">Fidelity Answers</a>, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

November 2019: Chief Investment Officers on how to approach 2020

The UK election has delivered a decisive victory to Boris Johnson. How widely and for how long will the ramifications be felt by markets? And what of elections elsewhere - not least the US in 2020? This month's Rich Pickings takes stock of the broad shift in global politics and asks how investors should be positioned. Richard Edgar, Editor in Chief, talks to Wen-Wen Lindroth, Lead Cross Asset Strategist, Amit Lodha, Portfolio Manager, Alexander Laing, Equity Analyst, and Ian Samson, Assistant Portfolio Manager.  **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See omnystudio.com/listener for privacy information.

The UK election has delivered a decisive victory to Boris Johnson. How widely and for how long will the ramifications be felt by markets? And what of elections elsewhere - not least the US in 2020? This month's Rich Pickings takes stock of the broad shift in global politics and asks how investors should be positioned. Richard Edgar, Editor in Chief, talks to Wen-Wen Lindroth, Lead Cross Asset Strategist, Amit Lodha, Portfolio Manager, Alexander Laing, Equity Analyst, and Ian Samson, Assistant Portfolio Manager.  **If you enjoy Rich Pickings then why not try our sister podcast, <a href="https://omny.fm/shows/for-investment-professionals-only" rel="nofollow" target="_blank">Fidelity Answers</a>, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

December 2019: Politics and the portfolio

In this month's Rich Pickings we turn our attention to central banks. As the US Federal Reserve issues its third rate cut since July, we ask how effective is monetary policy really - both in developed and emerging markets? What other tools do governments have at their disposal to guard against recession? And what does it all mean for investors? We also hear details on October's asset allocation - how and why has the House View changed. Richard Edgar, Editor in Chief, talks to Portfolio Managers Matt Siddle and Paul Greer, and to Senior Sovereign Analyst Andressa Tezine. With additional contributions from Lead Cross-Asset Strategist Wen-Wen Lindroth. **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See omnystudio.com/listener for privacy information.

In this month's Rich Pickings we turn our attention to central banks. As the US Federal Reserve issues its third rate cut since July, we ask how effective is monetary policy really - both in developed and emerging markets? What other tools do governments have at their disposal to guard against recession? And what does it all mean for investors? We also hear details on October's asset allocation - how and why has the House View changed. Richard Edgar, Editor in Chief, talks to Portfolio Managers Matt Siddle and Paul Greer, and to Senior Sovereign Analyst Andressa Tezine. With additional contributions from Lead Cross-Asset Strategist Wen-Wen Lindroth. **If you enjoy Rich Pickings then why not try our sister podcast, <a href="https://omny.fm/shows/for-investment-professionals-only" rel="nofollow" target="_blank">Fidelity Answers</a>, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

October 2019: Central banks 'running out of road'

Welcome back! After a short break, we've returned to Fidelity's asset allocation group meetings, this time with a newly launched house view that aggregates the full range of perspectives from across the investment teams. We'll be keeping you updated on that as well as bringing into the studio a wider cast of guests to provide practical insights into the key topics informing those views. You can read more and follow those changing views at fidelityoutlook.com. This month: what to read from the Fed's dovish pivot and how relevant is an inverted yield curve, really? Plus, a deep dive into Europe and the challenges the single currency area faces. Richard Edgar, Editor in Chief, talks to Anna Stupnytska, Head of Global Macro Economics and Investment Strategy, Ario Emami Nejad, Portfolio Manager, and Tom Ackermans, Research Equity Analyst with a focus on European banks. We also hear from Director of European Research in Fidelity's real estate division, Kim Politzer, about why bricks and mortar might provide something of a safe haven for investors currently looking at Europe. **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we dig deeper into a range of topics affecting markets, global economics, and the world of investing.** See omnystudio.com/listener for privacy information.

Welcome back! After a short break, we've returned to Fidelity's asset allocation group meetings, this time with a newly launched house view that aggregates the full range of perspectives from across the investment teams. We'll be keeping you updated on that as well as bringing into the studio a wider cast of guests to provide practical insights into the key topics informing those views. You can read more and follow those changing views at <a href="https://fidelityoutlook.com/" rel="nofollow" target="_blank">fidelityoutlook.com</a>. This month: what to read from the Fed's dovish pivot and how relevant is an inverted yield curve, really? Plus, a deep dive into Europe and the challenges the single currency area faces. Richard Edgar, Editor in Chief, talks to Anna Stupnytska, Head of Global Macro Economics and Investment Strategy, Ario Emami Nejad, Portfolio Manager, and Tom Ackermans, Research Equity Analyst with a focus on European banks. We also hear from Director of European Research in Fidelity's real estate division, Kim Politzer, about why bricks and mortar might provide something of a safe haven for investors currently looking at Europe. **If you enjoy Rich Pickings then why not try our sister podcast, <a href="https://omny.fm/shows/for-investment-professionals-only" rel="nofollow" target="_blank">Fidelity Answers</a>, where we dig deeper into a range of topics affecting markets, global economics, and the world of investing.** See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

April 2019: Arrivederci euro?

In this month's Rich Pickings we find out how Fidelity's house view has changed since April and ask the asset allocation group to explain their thinking. To what extent are trade wars and Fed pivots influencing their positioning? Richard Edgar, Editor in Chief, talks to Anna Stupnytska, Head of Global Macro Economics and Investment Strategy, Peter Khan, Portfolio Manager, and James Bateman, Chief Investment Officer for Multi Asset. We also hear from Markets Research Analyst Ian Samson about what Fidelity's Leading Indicator (the FLI) is telling us about the global economy - is it more positive, or just less negative? And we sit down with Portfolio Manager Alex Gold and analysts Bruce McAlpine and Sam Heithersay from the healthcare team to hear why politics has been weighing so heavily on the sector.  **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we dig deeper into a range of topics affecting markets, global economics, and the world of investing.** See omnystudio.com/listener for privacy information.

In this month's Rich Pickings we find out how Fidelity's house view has changed since April and ask the asset allocation group to explain their thinking. To what extent are trade wars and Fed pivots influencing their positioning? Richard Edgar, Editor in Chief, talks to Anna Stupnytska, Head of Global Macro Economics and Investment Strategy, Peter Khan, Portfolio Manager, and James Bateman, Chief Investment Officer for Multi Asset. We also hear from Markets Research Analyst Ian Samson about what Fidelity's Leading Indicator (the FLI) is telling us about the global economy - is it more positive, or just less negative? And we sit down with Portfolio Manager Alex Gold and analysts Bruce McAlpine and Sam Heithersay from the healthcare team to hear why politics has been weighing so heavily on the sector.  **If you enjoy Rich Pickings then why not try our sister podcast, <a href="https://omny.fm/shows/for-investment-professionals-only" rel="nofollow" target="_blank">Fidelity Answers</a>, where we dig deeper into a range of topics affecting markets, global economics, and the world of investing.** See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

May 2019: Recession retreat

This podcast is from our sister channel Fidelity Answers. Subscribe for more market expertise on topics ranging from electric vehicles to investing in China. It's hard to see into the future when so much is up in the air. But in this podcast we try and decipher some of the early indicators of what a post-coronavirus world might look like. What changes will take place in the corporate landscape and how will the role of the state play out? Which companies will emerge stronger and which will be utterly transformed? What about the future of markets themselves? Answering these questions and more are Paras Anand, Fidelity's Chief Investment Officer for Asia Pacific; Ned Salter, Head of Equities; and portfolio manager with a consumer and demographics focus, Aneta Wynimko. Hosted by Richard Edgar.See omnystudio.com/listener for privacy information.

This podcast is from our sister channel <a href="https://podfollow.com/1386243373" rel="nofollow" target="_blank">Fidelity Answers</a>. Subscribe for more market expertise on topics ranging from electric vehicles to investing in China. It's hard to see into the future when so much is up in the air. But in this podcast we try and decipher some of the early indicators of what a post-coronavirus world might look like. What changes will take place in the corporate landscape and how will the role of the state play out? Which companies will emerge stronger and which will be utterly transformed? What about the future of markets themselves? Answering these questions and more are Paras Anand, Fidelity's Chief Investment Officer for Asia Pacific; Ned Salter, Head of Equities; and portfolio manager with a consumer and demographics focus, Aneta Wynimko. Hosted by Richard Edgar.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

From Fidelity Answers: Positioning for a post-pandemic world

Fidelity’s Asset Allocation Group have decided on their positioning for January and here you can hear from some of the team on how they came to their conclusions, as well as where consensus was more difficult. Editor in Chief Richard Edgar talks to Multi Asset's Chief Investment Officer James Bateman, Anna Stupnytska, Head of Global Macro and Investment Strategy, and Nick Peters, Portfolio Manager. They review the latest Brexit developments, spar over how attractive the US is as an investment opportunity, and we hear from Riccardo Muscio, Assistant Portfolio Manager and Senior Analyst, on why the mood is upbeat among fund managers in Asia. We also hear from Research Analyst Ian Samson on what Fidelity's leading indicator is reading and where markets find themselves at the start of 2019. And if you enjoy Rich Pickings, why not try our other podcast: Fidelity Answers. See omnystudio.com/listener for privacy information.

Fidelity’s Asset Allocation Group have decided on their positioning for January and here you can hear from some of the team on how they came to their conclusions, as well as where consensus was more difficult. Editor in Chief Richard Edgar talks to Multi Asset's Chief Investment Officer James Bateman, Anna Stupnytska, Head of Global Macro and Investment Strategy, and Nick Peters, Portfolio Manager. They review the latest Brexit developments, spar over how attractive the US is as an investment opportunity, and we hear from Riccardo Muscio, Assistant Portfolio Manager and Senior Analyst, on why the mood is upbeat among fund managers in Asia. We also hear from Research Analyst Ian Samson on what Fidelity's leading indicator is reading and where markets find themselves at the start of 2019. And if you enjoy Rich Pickings, why not try our other podcast: <a href="http://bit.ly/For-Investment-Professionals-Only-from-Fidelity-International" rel="nofollow" target="_blank">Fidelity Answers</a>. See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

January 2019: Managers become buoyant despite dismal data

In this month's Rich Pickings our investment team gets under the skin of markets for a robust diagnosis of the global economy: are investors overestimating corporate profitability? We put the notion of 'Japanification' to the test, and hear why gold and department stores are weighing on the minds of portfolio managers. Plus a look at how Fidelity's House view has shifted over the summer break. Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist, Wen-Wen Lindroth, and Portfolio Managers Bill McQuaker and Jeremy Podger. With additional contributions from Assistant Portfolio Manager Ian Samson and Co-Portfolio Manager Marton Huebler. **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See omnystudio.com/listener for privacy information.

In this month's Rich Pickings our investment team gets under the skin of markets for a robust diagnosis of the global economy: are investors overestimating corporate profitability? We put the notion of 'Japanification' to the test, and hear why gold and department stores are weighing on the minds of portfolio managers. Plus a look at how Fidelity's House view has shifted over the summer break. Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist, Wen-Wen Lindroth, and Portfolio Managers Bill McQuaker and Jeremy Podger. With additional contributions from Assistant Portfolio Manager Ian Samson and Co-Portfolio Manager Marton Huebler. **If you enjoy Rich Pickings then why not try our sister podcast, <a href="https://omny.fm/shows/for-investment-professionals-only" rel="nofollow" target="_blank">Fidelity Answers</a>, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

September 2019: The question of corporate profits

In this month's Rich Pickings: has inflation really disappeared or does it remain lurking in the shadows? If so, what risk does it pose and how can investors guard against it? Plus, the thinking behind moves in Fidelity's House View - a more positive stance around equities in the short-term but a strongly negative rating for long-term government bonds. And why investors could be losing their sweet tooth for sugar.Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist, Wen-Wen Lindroth, Head of Investment Solutions Design, David Buckle, and Portfolio Manager, Tim Foster. With a whistle-stop tour of the global economy from Ian Samson, Markets Research Analyst. **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we dig deeper into a range of topics affecting markets, global economics, and the world of investing.** See omnystudio.com/listener for privacy information.

In this month's Rich Pickings: has inflation really disappeared or does it remain lurking in the shadows? If so, what risk does it pose and how can investors guard against it? Plus, the thinking behind moves in Fidelity's House View - a more positive stance around equities in the short-term but a strongly negative rating for long-term government bonds. And why investors could be losing their sweet tooth for sugar. Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist, Wen-Wen Lindroth, Head of Investment Solutions Design, David Buckle, and Portfolio Manager, Tim Foster. With a whistle-stop tour of the global economy from Ian Samson, Markets Research Analyst. **If you enjoy Rich Pickings then why not try our sister podcast, <a href="https://omny.fm/shows/for-investment-professionals-only" rel="nofollow" target="_blank">Fidelity Answers</a>, where we dig deeper into a range of topics affecting markets, global economics, and the world of investing.** See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

July 2019: The spectre of inflation

Our investment teams have made a significant shift away from risk despite encouraging economic signals. Hear why in this month's Rich Pickings. Plus: to what extent is the US-China trade war weighing on their thinking?  Richard Edgar, Editor in Chief, talks to Head of Asset Management in Asia Pacific, Paras Anand, Lead Cross-Asset Strategist, Wen-Wen Lindroth, and James Bateman, Chief Investment Officer for Multi Asset. With contributions from Ian Samson, Markets Research Analyst. **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we dig deeper into a range of topics affecting markets, global economics, and the world of investing.** See omnystudio.com/listener for privacy information.

Our investment teams have made a significant shift away from risk despite encouraging economic signals. Hear why in this month's Rich Pickings. Plus: to what extent is the US-China trade war weighing on their thinking?  Richard Edgar, Editor in Chief, talks to Head of Asset Management in Asia Pacific, Paras Anand, Lead Cross-Asset Strategist, Wen-Wen Lindroth, and James Bateman, Chief Investment Officer for Multi Asset. With contributions from Ian Samson, Markets Research Analyst. **If you enjoy Rich Pickings then why not try our sister podcast, <a href="https://omny.fm/shows/for-investment-professionals-only" rel="nofollow" target="_blank">Fidelity Answers</a>, where we dig deeper into a range of topics affecting markets, global economics, and the world of investing.** See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

June 2019: Trade tensions - the damage

This month we hear from those on the frontline about the impact of the coronavirus in China and beyond: how much is the outbreak clogging the engine of the global economy, how are supply chains coping, and to what extent is disruption transmitting to other markets?  On the line from Hong Kong are Jing Ning, a portfolio manager with a focus on China, and Bryan Collins, Head of Fixed Income in Asia. And joining Richard Edgar, Editor in Chief, in the London studio is Anna Stupnytska, Head of Global Macro and Investment Strategy. We also hear what the latest data are saying with a reading from Ian Samson, Portfolio Manager; and equity research analyst Oliver Trimmingham outlines how the auto sector in China is being affected by the outbreak.  **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See omnystudio.com/listener for privacy information.

This month we hear from those on the frontline about the impact of the coronavirus in China and beyond: how much is the outbreak clogging the engine of the global economy, how are supply chains coping, and to what extent is disruption transmitting to other markets?  On the line from Hong Kong are Jing Ning, a portfolio manager with a focus on China, and Bryan Collins, Head of Fixed Income in Asia. And joining Richard Edgar, Editor in Chief, in the London studio is Anna Stupnytska, Head of Global Macro and Investment Strategy. We also hear what the latest data are saying with a reading from Ian Samson, Portfolio Manager; and equity research analyst Oliver Trimmingham outlines how the auto sector in China is being affected by the outbreak.  **If you enjoy Rich Pickings then why not try our sister podcast, <a href="https://omny.fm/shows/for-investment-professionals-only" rel="nofollow" target="_blank">Fidelity Answers</a>, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

February 2020: Coronavirus - the view from China

How do you manage funds in the face of extreme volatility? What strategies or asset classes provide the best defences? In this second episode for March, Portfolio Manager Eugene Philalithis talks to Editor in Chief Richard Edgar about how he's navigating the current market turbulence.See omnystudio.com/listener for privacy information.

How do you manage funds in the face of extreme volatility? What strategies or asset classes provide the best defences? In this second episode for March, Portfolio Manager Eugene Philalithis talks to Editor in Chief Richard Edgar about how he's navigating the current market turbulence.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

March 2020 (#2): Managing portfolios in a storm

"Fear makes the wolf bigger than he is," or so the saying goes... In a world of 24-hour news coverage and a commercial imperative to be louder than your competitor it can be hard to hear through the noise when a global event like coronavirus hits. In this month's Rich Pickings we gather three of our investment team from different disciplines to explain how they're approaching the pandemic in terms of their portfolios and broader investment thinking.  Richard Edgar, Editor in Chief, talks to Portfolio Managers Aneta Wynimko and Charlotte Harington, and Director of Equities, Terry Raven. With additional contributions from Wen-Wen Lindroth, Cross Asset Strategist, and Ian Samson, Portfolio Manager.    **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See omnystudio.com/listener for privacy information.

"Fear makes the wolf bigger than he is," or so the saying goes... In a world of 24-hour news coverage and a commercial imperative to be louder than your competitor it can be hard to hear through the noise when a global event like coronavirus hits. In this month's Rich Pickings we gather three of our investment team from different disciplines to explain how they're approaching the pandemic in terms of their portfolios and broader investment thinking.  Richard Edgar, Editor in Chief, talks to Portfolio Managers Aneta Wynimko and Charlotte Harington, and Director of Equities, Terry Raven. With additional contributions from Wen-Wen Lindroth, Cross Asset Strategist, and Ian Samson, Portfolio Manager.  **If you enjoy Rich Pickings then why not try our sister podcast, <a href="https://omny.fm/shows/for-investment-professionals-only" rel="nofollow" target="_blank">Fidelity Answers</a>, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

January 2020: Counting the cost of a pandemic

Rich Pickings is two years old and what better way to celebrate than to take two of our original guests back to what they said about the world in June 2017. What have events since then done to change their views? Richard Edgar, Editor in Chief, puts the memories of James Bateman, Chief Investment Officer for Multi Asset, and Bill McQuaker, Portfolio Manager, to the test. **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we dig deeper into a range of topics affecting markets, global economics, and the world of investing.** See omnystudio.com/listener for privacy information.

Rich Pickings is two years old and what better way to celebrate than to take two of our original guests back to what they said about the world in June 2017. What have events since then done to change their views? Richard Edgar, Editor in Chief, puts the memories of James Bateman, Chief Investment Officer for Multi Asset, and Bill McQuaker, Portfolio Manager, to the test. **If you enjoy Rich Pickings then why not try our sister podcast, <a href="https://omny.fm/shows/for-investment-professionals-only" rel="nofollow" target="_blank">Fidelity Answers</a>, where we dig deeper into a range of topics affecting markets, global economics, and the world of investing.** See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Birthday special: Two years on - what we got right (and wrong)

A perfect storm of fear triggered by a pandemic and an oil shock have given investors a rude awakening with markets dropping at a scale not seen for over a decade. For a special episode of Rich Pickings, Editor in Chief Richard Edgar talks with Fidelity's global chief investment officer Andrew McCaffery together with CIOs for equities, Romain Boscher, and fixed income, Steve Ellis, about the latest market events and how its affecting investors and their own outlooks. **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See omnystudio.com/listener for privacy information.

A perfect storm of fear triggered by a pandemic and an oil shock have given investors a rude awakening with markets dropping at a scale not seen for over a decade. For a special episode of Rich Pickings, Editor in Chief Richard Edgar talks with Fidelity's global chief investment officer Andrew McCaffery together with CIOs for equities, Romain Boscher, and fixed income, Steve Ellis, about the latest market events and how its affecting investors and their own outlooks. **If you enjoy Rich Pickings then why not try our sister podcast, <a href="https://omny.fm/shows/for-investment-professionals-only" rel="nofollow" target="_blank">Fidelity Answers</a>, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.** See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

March 2020: Fidelity CIOs on oil crash, volatility, and what's next

Fidelity's Chief Investment Officer Andrew McCaffery - complete with his new home podcasting kit - talks to Editor in Chief Richard Edgar about where we are in the coronavirus crisis, the speed and consequences of huge government stimulus interventions, and how analysts and portfolio managers are looking for idiosyncratic opportunities.See omnystudio.com/listener for privacy information.

Fidelity's Chief Investment Officer Andrew McCaffery - complete with his new home podcasting kit - talks to Editor in Chief Richard Edgar about where we are in the coronavirus crisis, the speed and consequences of huge government stimulus interventions, and how analysts and portfolio managers are looking for idiosyncratic opportunities.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

CIO update: The end of the beginning

Andrew McCaffery

This podcast is from our sister channel Fidelity Answers. Subscribe for more market expertise on topics ranging from electric vehicles to investing in China. In this episode, Chief Investment Officer for Fidelity International, Andrew McCaffery, talks to Richard Edgar about how latest market developments square up to similar past events, how he's advising portfolio managers, and what's helping him to navigate the liquidity and logistical challenges of the pandemic.See omnystudio.com/listener for privacy information.

This podcast is from our sister channel <a href="https://podfollow.com/1386243373" rel="nofollow" target="_blank">Fidelity Answers</a>. Subscribe for more market expertise on topics ranging from electric vehicles to investing in China. In this episode, Chief Investment Officer for Fidelity International, Andrew McCaffery, talks to Richard Edgar about how latest market developments square up to similar past events, how he's advising portfolio managers, and what's helping him to navigate the liquidity and logistical challenges of the pandemic.See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

From Fidelity Answers: Coronavirus and the new reality with Fidelity's CIO Andrew McCaffery

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