Rich Pickings: Fidelity's Asset Allocation Podcast
By Fidelity International
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Fidelity International
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 79
Reviews: 0
Episodes: 100
Description
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/
| Episode | Date |
|---|---|
|
The long-term themes challenging investors
|
Apr 12, 2024 |
|
Asia and Latin America are reshaping the world for investors
|
Feb 16, 2024 |
|
Ready for a reset: Analyst Survey 2024
|
Jan 26, 2024 |
|
What the lessons of 2023 can teach investors for the year ahead
|
Dec 19, 2023 |
|
Send your questions for our December special!
|
Nov 28, 2023 |
|
Outlook 2024: Four ways forward
|
Nov 17, 2023 |
|
Higher rates: is the transmission mechanism broken... or just delayed?
|
Oct 18, 2023 |
|
Challenging the narrative on recession, inflation and rates
|
Jul 26, 2023 |
|
Fidelity's CIO on US inflation and China's recovery
|
Jul 18, 2023 |
|
ESG Analyst Survey: Mind the gap
|
Jun 30, 2023 |
|
Fidelity's CIO on the Fed's pause and what comes next
|
Jun 15, 2023 |
|
Preparing portfolios for climate risks
|
Apr 28, 2023 |
|
Three long-term trends our CIO is watching closely
|
Apr 27, 2023 |
|
Fidelity's CIO on the recent banking turmoil and what's next
|
Mar 28, 2023 |
|
The wider implications of the UBS/Credit Suisse merger
|
Mar 20, 2023 |
|
Looking for cracks in the system after SVB
|
Mar 15, 2023 |
|
Fidelity's CIO on what next for China and what investors might have missed
|
Feb 27, 2023 |
|
Light at the end of the tunnel: Analyst Survey 2023
|
Feb 09, 2023 |
|
Fidelity's CIO on China and optimism for the year ahead
|
Jan 26, 2023 |
|
From Davos: Fidelity's CEO on Ukraine, central banks, and management sentiment
|
Jan 20, 2023 |
|
Trailer: Trade Offs
|
Jan 20, 2023 |
|
Your questions answered!
|
Dec 20, 2022 |
|
Fidelity's CIO on what the Fed does next
|
Dec 16, 2022 |
|
Outlook 2023: Navigating the polycrisis
|
Dec 05, 2022 |
|
Fidelity's CIO on US midterms and digital assets after FTX
|
Nov 21, 2022 |
|
Keeping cool heads in volatile times
|
Oct 19, 2022 |
|
Fidelity's CIO on the UK's radical rethink
|
Oct 18, 2022 |
|
Fidelity's CIO on the UK's U-turn and the risk of contagion
|
Oct 03, 2022 |
|
Where next for the UK?
|
Sep 28, 2022 |
|
Fed hike: What you're missing from the inflation narrative
|
Sep 22, 2022 |
|
Fidelity's CIO on frustrations at the Fed and what the winter might hold
|
Sep 16, 2022 |
|
Tell us what you think about Rich Pickings
|
Sep 07, 2022 |
|
Where next for consumers and a download from Silicon Valley
|
Aug 02, 2022 |
|
Fidelity's CIO on preparing portfolios for a hard landing
|
Jul 22, 2022 |
|
Help shape Rich Pickings
|
Jul 13, 2022 |
|
Turning the tanker: How engagement on sustainability is changing companies from within
|
Jun 28, 2022 |
|
Fidelity’s CIO on reasons to be brave amongst the bears
|
Jun 23, 2022 |
|
'The rules of the game have changed'
|
May 26, 2022 |
|
Bonus: The recession debate - how slow will growth go?
|
May 18, 2022 |
|
Fidelity's CIO on growth risks and the safe harbours for portfolios
|
May 13, 2022 |
|
No easy answers: The ESG questions raised by the Russia-Ukraine war
|
May 03, 2022 |
|
Fidelity's CIO: 'Caution is warranted'
|
Apr 25, 2022 |
|
Fidelity's CIO on the Asia perspective
|
Apr 01, 2022 |
|
Tectonic shifts: Mapping the disruption to economies and supply chains
|
Mar 28, 2022 |
|
Fidelity's CIO on the questions investors have on China, Ukraine, and Fed rate rises
|
Mar 17, 2022 |
|
Fidelity's CIO on allocating for stagflation and geopolitical turmoil
|
Mar 11, 2022 |
|
Fidelity's CIO on the impact of Russia sanctions
|
Mar 04, 2022 |
|
Fidelity's CIO on what the invasion of Ukraine means for markets and monetary policy
|
Feb 24, 2022 |
|
Mind the roadblocks: The 2022 Analyst Survey
|
Feb 18, 2022 |
|
Fidelity's CIO on the market volatility ahead
|
Feb 15, 2022 |
|
Central bank watch: Planning for policy shifts
|
Feb 01, 2022 |
|
Fidelity's CIO on why the Fed won't be so hawkish
|
Jan 18, 2022 |
|
ESG at an industrial titan: BHP’s chief executive on the hard decisions
|
Dec 20, 2021 |
|
2021: A sustainability odyssey
|
Dec 20, 2021 |
|
Fidelity’s CIO on Omicron impact
|
Dec 13, 2021 |
|
Catch 2022: What's in store for the year ahead
|
Nov 16, 2021 |
|
Practical (and green) investing for the climate transition
|
Nov 03, 2021 |
|
Fidelity's CIO calls for clarity at COP
|
Oct 20, 2021 |
|
The uncomfortable trade
|
Oct 01, 2021 |
|
Fidelity's CIO on why the US dollar is headed south
|
Sep 13, 2021 |
|
Ready, steady, pitch! Analysts on their most exciting investment trends
|
Jul 29, 2021 |
|
Fidelity's CIO justifies a risk-on bias
|
Jul 20, 2021 |
|
Where next for inflation
|
Jun 23, 2021 |
|
What Fidelity's CIO makes of The Fed's surprise
|
Jun 18, 2021 |
|
The real workhorse of Asia Pacific
|
May 11, 2021 |
|
Fidelity CIO on why we're calling it a miniboom
|
May 06, 2021 |
|
The Testing of The Fed and other tales of central bank credibility
|
Apr 01, 2021 |
|
Fidelity's Global CIO on inflation and The Fed
|
Mar 18, 2021 |
|
Counting down the days: The 2021 Analyst Survey
|
Mar 01, 2021 |
|
The big vaccine rollout episode
|
Jan 22, 2021 |
|
(What) A Year In Review: The history made and lessons learnt
|
Dec 18, 2020 |
|
Outlook 2021: Seizing the new reality
|
Nov 26, 2020 |
|
US elections: The very different fiscal scenarios
|
Oct 28, 2020 |
|
CIO update: Strength in numbers
|
Oct 09, 2020 |
|
Allocating for recovery
|
Sep 30, 2020 |
|
CIO update: How to spot resilience
|
Sep 03, 2020 |
|
Beware the consensus: what the US election means for investors
|
Jul 28, 2020 |
|
July's CIO update: What to expect this summer
|
Jul 08, 2020 |
|
Know your enemy
|
Jun 25, 2020 |
|
CIO update: Markets v the real economy
|
Jun 11, 2020 |
|
The inflation argument
|
May 20, 2020 |
|
CEO update: Anne Richards on resilience and reinvention
|
May 12, 2020 |
|
CIO update: The diversification challenge
|
May 06, 2020 |
|
CIO update: International cooperation needed
|
Apr 30, 2020 |
|
CIO update: Inflation (just) on the radar
|
Apr 24, 2020 |
|
April 2020: Where we go from here
|
Apr 21, 2020 |
|
CIO update: Credit markets and central banks
|
Apr 16, 2020 |
|
CIO update: Look to Asia
|
Apr 08, 2020 |
|
CIO update: Finding value and income
|
Apr 02, 2020 |
|
From Fidelity Answers: Positioning for a post-pandemic world
|
Mar 31, 2020 |
|
CIO update: The end of the beginning
|
Mar 26, 2020 |
|
From Fidelity Answers: Coronavirus and the new reality with Fidelity's CIO Andrew McCaffery
|
Mar 17, 2020 |
|
March 2020 (#2): Managing portfolios in a storm
|
Mar 12, 2020 |
|
March 2020: Fidelity CIOs on oil crash, volatility, and what's next
|
Mar 10, 2020 |
|
February 2020: Coronavirus - the view from China
|
Feb 26, 2020 |
|
January 2020: Counting the cost of a pandemic
|
Jan 31, 2020 |
|
December 2019: Politics and the portfolio
|
Dec 13, 2019 |
|
November 2019: Chief Investment Officers on how to approach 2020
|
Nov 14, 2019 |
|
October 2019: Central banks 'running out of road'
|
Oct 31, 2019 |
|
September 2019: The question of corporate profits
|
Sep 24, 2019 |