Rich Pickings: Fidelity's Asset Allocation Podcast podcast

Rich Pickings: Fidelity's Asset Allocation Podcast

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: www.fidelity.co.uk/professional/about/

 

#100

We have news!

A short message to our Rich Pickings listeners about our new podcast series on the Fidelit... more

01 Aug 2025

01 MINS

01:06

01 Aug 2025


#99

Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

Companies' spend into artificial intelligence has been immense. But we're yet to see the t... more

01 Aug 2025

36 MINS

36:30

01 Aug 2025


#98

The long-term themes challenging investors

What are the big themes that will shape the investment world in the years ahead? For this ... more

12 Apr 2024

41 MINS

41:35

12 Apr 2024


#97

Asia and Latin America are reshaping the world for investors

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Incom... more

16 Feb 2024

39 MINS

39:40

16 Feb 2024


#96

Ready for a reset: Analyst Survey 2024

How confident are CEOs as they lean in to 2024? Is inflation still a major worry for busin... more

26 Jan 2024

37 MINS

37:57

26 Jan 2024


#95

What the lessons of 2023 can teach investors for the year ahead

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2... more

19 Dec 2023

39 MINS

39:56

19 Dec 2023


#94

Send your questions for our December special!

Just a reminder that you still have time to submit your questions to our investment team f... more

28 Nov 2023

00 MINS

00:47

28 Nov 2023


#93

Outlook 2024: Four ways forward

Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head o... more

17 Nov 2023

55 MINS

55:07

17 Nov 2023


#92

Higher rates: is the transmission mechanism broken... or just delayed?

Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Ba... more

18 Oct 2023

35 MINS

35:02

18 Oct 2023


#91

Challenging the narrative on recession, inflation and rates

This month's guests challenge the consensus on recession risk and sticky inflation - and w... more

26 Jul 2023

40 MINS

40:32

26 Jul 2023


#90

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

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Ed... more

18 Jul 2023

16 MINS

16:55

18 Jul 2023


#89

ESG Analyst Survey: Mind the gap

There is a big gap between the action needed to deliver net zero and what the corporate wo... more

30 Jun 2023

26 MINS

26:10

30 Jun 2023


#88

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

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Ed... more

15 Jun 2023

17 MINS

17:50

15 Jun 2023


#87

Preparing portfolios for climate risks

What impact will climate change have on portfolios? Should investors ready themselves for ... more

28 Apr 2023

45 MINS

45:23

28 Apr 2023


#86

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 ... more

27 Apr 2023

18 MINS

18:34

27 Apr 2023


#85

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

Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Ed... more

28 Mar 2023

17 MINS

17:19

28 Mar 2023


#84

The wider implications of the UBS/Credit Suisse merger

Following the takeover of Credit Suisse by UBS, Richard Edgar is joined by senior analyst ... more

20 Mar 2023

07 MINS

07:04

20 Mar 2023


#83

Looking for cracks in the system after SVB

After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global ... more

15 Mar 2023

35 MINS

35:38

15 Mar 2023


#82

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 inve... more

27 Feb 2023

14 MINS

14:11

27 Feb 2023


#81

Light at the end of the tunnel: Analyst Survey 2023

Just how confident do CEOs feel about the year ahead? Do they really expect earnings to gr... more

09 Feb 2023

36 MINS

36:37

09 Feb 2023