Rich Pickings: Fidelity's Asset Allocation Podcast
1) We have news!
A short message to our Rich Pickings listeners about our new podcast series on the Fidelity Answers channel. Subscribe here.See omnystudio.com/listener for privacy information.
2) 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 tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confes...Show More
3) The long-term themes challenging investors
What are the big themes that will shape the investment world in the years ahead? For this final episode of Rich Pickings, Editor in Chief Richard Edgar is joined by Fidelity's Head of Equities for Eur...Show More
4) 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 Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to di...Show More
5) Ready for a reset: Analyst Survey 2024
How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics? For well over a...Show More
6) 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 2023 with a panel of multi asset portfolio managers: Taosha Wang, Ian Samson and Talib Sheikh. What can the inv...Show More
7) Send your questions for our December special!
Just a reminder that you still have time to submit your questions to our investment team for our Christmas special. You have until Friday 1st December to send your questions to editorial@fil.com. We l...Show More
8) Outlook 2024: Four ways forward
Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Anna Stupnytska, to discuss the four scenarios Fideli...Show More
9) Higher rates: is the transmission mechanism broken... or just delayed?
Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, Fidelity’s Global Head of Macro and Strategic Asset...Show More
10) 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 it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro...Show More