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/Podcasts
What the lessons of 2023 can teach investors for the year ahead
Published: Dec. 19, 2023, 3:27 p.m.Duration: 39 minutes 56 seconds
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Send your questions for our December special!
Published: Nov. 28, 2023, 4:25 p.m.Duration: 47 seconds
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Outlook 2024: Four ways forward
Published: Nov. 17, 2023, 3:44 p.m.Duration: 55 minutes 7 seconds
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Higher rates: is the transmission mechanism broken... or just delayed?
Published: Oct. 18, 2023, 3:38 p.m.Duration: 35 minutes 2 seconds
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Challenging the narrative on recession, inflation and rates
Published: July 26, 2023, 11:16 a.m.Duration: 40 minutes 32 seconds
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Fidelity's CIO on US inflation and China's recovery
Published: July 18, 2023, 5:01 p.m.Duration: 16 minutes 55 seconds
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ESG Analyst Survey: Mind the gap
Published: June 30, 2023, 8:13 a.m.Duration: 26 minutes 10 seconds
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Fidelity's CIO on the Fed's pause and what comes next
Published: June 15, 2023, 4:32 p.m.Duration: 17 minutes 50 seconds
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Preparing portfolios for climate risks
Published: April 28, 2023, 3:10 p.m.Duration: 45 minutes 23 seconds
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Three long-term trends our CIO is watching closely
Published: April 27, 2023, 11:13 a.m.Duration: 18 minutes 34 seconds
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Fidelity's CIO on the recent banking turmoil and what's next
Published: March 28, 2023, 3:49 p.m.Duration: 17 minutes 19 seconds
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The wider implications of the UBS/Credit Suisse merger
Published: March 20, 2023, 8:16 p.m.Duration: 7 minutes 4 seconds
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Looking for cracks in the system after SVB
Published: March 15, 2023, 1:14 p.m.Duration: 35 minutes 38 seconds
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Fidelity's CIO on what next for China and what investors might have missed
Published: Feb. 27, 2023, 12:28 p.m.Duration: 14 minutes 11 seconds
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Light at the end of the tunnel: Analyst Survey 2023
Published: Feb. 9, 2023, 12:19 p.m.Duration: 36 minutes 37 seconds
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Fidelity's CIO on China and optimism for the year ahead
Published: Jan. 26, 2023, 1:57 p.m.Duration: 15 minutes 35 seconds
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From Davos: Fidelity's CEO on Ukraine, central banks, and management sentiment
Published: Jan. 20, 2023, 2:17 p.m.Duration: 8 minutes 12 seconds
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Trailer: Trade Offs
Published: Jan. 20, 2023, 8:58 a.m.Duration: 2 minutes 27 seconds
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Your questions answered!
Published: Dec. 20, 2022, 5:42 p.m.Duration: 20 minutes 35 seconds
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Fidelity's CIO on what the Fed does next
Published: Dec. 16, 2022, 9:54 a.m.Duration: 15 minutes 42 seconds
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Outlook 2023: Navigating the polycrisis
Published: Dec. 5, 2022, 3:08 p.m.Duration: 33 minutes 21 seconds
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Fidelity's CIO on US midterms and digital assets after FTX
Published: Nov. 21, 2022, 8:52 a.m.Duration: 11 minutes 56 seconds
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Keeping cool heads in volatile times
Published: Oct. 19, 2022, 1:10 p.m.Duration: 28 minutes 49 seconds
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Fidelity's CIO on the UK's radical rethink
Published: Oct. 18, 2022, 5:43 p.m.Duration: 14 minutes 17 seconds
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Fidelity's CIO on the UK's U-turn and the risk of contagion
Published: Oct. 3, 2022, 5:33 p.m.Duration: 17 minutes 39 seconds
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Where next for the UK?
Published: Sept. 28, 2022, 3:20 p.m.Duration: 33 minutes 25 seconds
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Fed hike: What you're missing from the inflation narrative
Published: Sept. 22, 2022, 5:52 p.m.Duration: 15 minutes 35 seconds
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Fidelity's CIO on frustrations at the Fed and what the winter might hold
Published: Sept. 16, 2022, 5:06 p.m.Duration: 19 minutes 16 seconds
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Tell us what you think about Rich Pickings
Published: Sept. 7, 2022, 2:54 p.m.Duration: 1 minute 10 seconds
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Where next for consumers and a download from Silicon Valley
Published: Aug. 2, 2022, 11:21 a.m.Duration: 35 minutes 19 seconds
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Fidelity's CIO on preparing portfolios for a hard landing
Published: July 22, 2022, 12:57 p.m.Duration: 17 minutes 54 seconds
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Help shape Rich Pickings
Published: July 13, 2022, 9:42 a.m.Duration: 1 minute 41 seconds
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Turning the tanker: How engagement on sustainability is changing companies from within
Published: June 28, 2022, 2:20 p.m.Duration: 34 minutes 50 seconds
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Fidelitys CIO on reasons to be brave amongst the bears
Published: June 23, 2022, 12:15 p.m.Duration: 18 minutes 57 seconds
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'The rules of the game have changed'
Published: May 26, 2022, 2:51 p.m.Duration: 26 minutes 46 seconds
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Bonus: The recession debate - how slow will growth go?
Published: May 18, 2022, 3:29 p.m.Duration: 18 minutes 46 seconds
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Fidelity's CIO on growth risks and the safe harbours for portfolios
Published: May 13, 2022, 4:44 p.m.Duration: 24 minutes 6 seconds
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No easy answers: The ESG questions raised by the Russia-Ukraine war
Published: May 3, 2022, 1:18 p.m.Duration: 34 minutes 4 seconds
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Fidelity's CIO: 'Caution is warranted'
Published: April 25, 2022, 8:15 p.m.Duration: 12 minutes 45 seconds
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Fidelity's CIO on the Asia perspective
Published: April 1, 2022, 1:29 p.m.Duration: 16 minutes 59 seconds
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Tectonic shifts: Mapping the disruption to economies and supply chains
Published: March 28, 2022, 10:20 a.m.Duration: 44 minutes 12 seconds
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Fidelity's CIO on the questions investors have on China, Ukraine, and Fed rate rises
Published: March 17, 2022, 4:02 p.m.Duration: 13 minutes 57 seconds
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Fidelity's CIO on allocating for stagflation and geopolitical turmoil
Published: March 11, 2022, 5:05 p.m.Duration: 14 minutes 13 seconds
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Fidelity's CIO on the impact of Russia sanctions
Published: March 4, 2022, 4:19 p.m.Duration: 12 minutes 58 seconds
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Fidelity's CIO on what the invasion of Ukraine means for markets and monetary policy
Published: Feb. 24, 2022, 5:05 p.m.Duration: 12 minutes 55 seconds
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Mind the roadblocks: The 2022 Analyst Survey
Published: Feb. 18, 2022, 4:40 p.m.Duration: 39 minutes 5 seconds
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Fidelity's CIO on the market volatility ahead
Published: Feb. 15, 2022, 10:56 a.m.Duration: 14 minutes 23 seconds
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Central bank watch: Planning for policy shifts
Published: Feb. 1, 2022, 12:21 p.m.Duration: 37 minutes 11 seconds
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Fidelity's CIO on why the Fed won't be so hawkish
Published: Jan. 18, 2022, 2:59 p.m.Duration: 12 minutes 26 seconds
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ESG at an industrial titan: BHPs chief executive on the hard decisions
Published: Dec. 20, 2021, 1:36 p.m.Duration: 24 minutes 28 seconds
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2021: A sustainability odyssey
Published: Dec. 20, 2021, 11 a.m.Duration: 23 minutes 20 seconds
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Fidelitys CIO on Omicron impact
Published: Dec. 13, 2021, 1:15 p.m.Duration: 14 minutes 5 seconds
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Catch 2022: What's in store for the year ahead
Published: Nov. 16, 2021, 8:04 p.m.Duration: 54 minutes 16 seconds
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Practical (and green) investing for the climate transition
Published: Nov. 3, 2021, 1:59 p.m.Duration: 45 minutes 23 seconds
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Fidelity's CIO calls for clarity at COP
Published: Oct. 20, 2021, 10:38 a.m.Duration: 12 minutes 8 seconds
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The uncomfortable trade
Published: Oct. 1, 2021, 3:52 p.m.Duration: 41 minutes 33 seconds
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Fidelity's CIO on why the US dollar is headed south
Published: Sept. 13, 2021, 9:30 a.m.Duration: 9 minutes 31 seconds
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Ready, steady, pitch! Analysts on their most exciting investment trends
Published: July 29, 2021, 3:39 p.m.Duration: 39 minutes 36 seconds
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Fidelity's CIO justifies a risk-on bias
Published: July 20, 2021, 3:14 p.m.Duration: 9 minutes 59 seconds
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Where next for inflation
Published: June 23, 2021, 4:44 p.m.Duration: 47 minutes 25 seconds
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What Fidelity's CIO makes of The Fed's surprise
Published: June 18, 2021, 1:45 p.m.Duration: 16 minutes 24 seconds
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The real workhorse of Asia Pacific
Published: May 11, 2021, 11:35 a.m.Duration: 38 minutes 56 seconds
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Fidelity CIO on why we're calling it a miniboom
Published: May 6, 2021, 7:08 a.m.Duration: 10 minutes 32 seconds
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The Testing of The Fed and other tales of central bank credibility
Published: April 1, 2021, 11:44 a.m.Duration: 38 minutes 43 seconds
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Fidelity's Global CIO on inflation and The Fed
Published: March 18, 2021, 11:14 a.m.Duration: 11 minutes 17 seconds
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Counting down the days: The 2021 Analyst Survey
Published: March 1, 2021, 11:13 a.m.Duration: 35 minutes 42 seconds
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The big vaccine rollout episode
Published: Jan. 22, 2021, 4:29 p.m.Duration: 50 minutes
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(What) A Year In Review: The history made and lessons learnt
Published: Dec. 18, 2020, 4:54 p.m.Duration: 42 minutes 52 seconds
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Outlook 2021: Seizing the new reality
Published: Nov. 26, 2020, 9:56 a.m.Duration: 50 minutes 43 seconds
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US elections: The very different fiscal scenarios
Published: Oct. 28, 2020, 3:48 p.m.Duration: 17 minutes 8 seconds
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CIO update: Strength in numbers
Published: Oct. 9, 2020, 9:05 a.m.Duration: 13 minutes 22 seconds
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Allocating for recovery
Published: Sept. 30, 2020, 10:11 a.m.Duration: 43 minutes 2 seconds
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CIO update: How to spot resilience
Published: Sept. 3, 2020, 12:45 p.m.Duration: 14 minutes 28 seconds
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Beware the consensus: what the US election means for investors
Published: July 28, 2020, 3:13 p.m.Duration: 42 minutes 46 seconds
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July's CIO update: What to expect this summer
Published: July 8, 2020, 6:17 p.m.Duration: 16 minutes 49 seconds
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Know your enemy
Published: June 25, 2020, 3:14 p.m.Duration: 45 minutes 18 seconds
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CIO update: Markets v the real economy
Published: June 11, 2020, 4:50 p.m.Duration: 12 minutes 59 seconds
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The inflation argument
Published: May 20, 2020, 9:42 a.m.Duration: 40 minutes 24 seconds
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CEO update: Anne Richards on resilience and reinvention
Published: May 12, 2020, 11:10 a.m.Duration: 25 minutes 31 seconds
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CIO update: The diversification challenge
Published: May 6, 2020, 11:09 a.m.Duration: 12 minutes 5 seconds
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CIO update: International cooperation needed
Published: April 30, 2020, 3:15 p.m.Duration: 20 minutes 20 seconds
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CIO update: Inflation (just) on the radar
Published: April 24, 2020, 7:52 a.m.Duration: 15 minutes 17 seconds
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April 2020: Where we go from here
Published: April 21, 2020, 4:34 p.m.Duration: 34 minutes 42 seconds
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CIO update: Credit markets and central banks
Published: April 16, 2020, 4 p.m.Duration: 14 minutes 6 seconds
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CIO update: Look to Asia
Published: April 8, 2020, 3:39 p.m.Duration: 22 minutes 42 seconds
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CIO update: Finding value and income
Published: April 2, 2020, 5:46 p.m.Duration: 24 minutes 12 seconds
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From Fidelity Answers: Positioning for a post-pandemic world
Published: March 31, 2020, 10:43 a.m.Duration: 32 minutes 4 seconds
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CIO update: The end of the beginning
Published: March 26, 2020, 6:30 p.m.Duration: 19 minutes 40 seconds
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From Fidelity Answers: Coronavirus and the new reality with Fidelity's CIO Andrew McCaffery
Published: March 17, 2020, 6:40 p.m.Duration: 29 minutes 59 seconds
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March 2020 (#2): Managing portfolios in a storm
Published: March 12, 2020, 7:33 p.m.Duration: 11 minutes 2 seconds
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March 2020: Fidelity CIOs on oil crash, volatility, and what's next
Published: March 10, 2020, 2:20 p.m.Duration: 22 minutes 57 seconds
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February 2020: Coronavirus - the view from China
Published: Feb. 26, 2020, 1:50 p.m.Duration: 37 minutes 12 seconds
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January 2020: Counting the cost of a pandemic
Published: Jan. 31, 2020, 10:28 a.m.Duration: 27 minutes 53 seconds
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December 2019: Politics and the portfolio
Published: Dec. 13, 2019, 3:40 p.m.Duration: 27 minutes 15 seconds
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November 2019: Chief Investment Officers on how to approach 2020
Published: Nov. 14, 2019, 12:13 p.m.Duration: 37 minutes 31 seconds
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October 2019: Central banks 'running out of road'
Published: Oct. 31, 2019, 3:50 p.m.Duration: 26 minutes 33 seconds
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September 2019: The question of corporate profits
Published: Sept. 24, 2019, 11:23 a.m.Duration: 34 minutes 41 seconds
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July 2019: The spectre of inflation
Published: July 19, 2019, 4:31 p.m.Duration: 28 minutes 24 seconds
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June 2019: Trade tensions - the damage
Published: June 11, 2019, 1:11 p.m.Duration: 28 minutes 41 seconds
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Birthday special: Two years on - what we got right (and wrong)
Published: June 5, 2019, 2:18 p.m.Duration: 17 minutes 34 seconds
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May 2019: Recession retreat
Published: May 14, 2019, 12:28 p.m.Duration: 27 minutes 47 seconds
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April 2019: Arrivederci euro?
Published: April 8, 2019, 8:56 p.m.Duration: 28 minutes 55 seconds
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January 2019: Managers become buoyant despite dismal data
Published: Jan. 16, 2019, 2:44 p.m.Duration: 27 minutes 45 seconds
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Christmas Special: Risk on
Published: Dec. 14, 2018, 12:57 p.m.Duration: 26 minutes 22 seconds
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November 2018: Why Brexit doesn't matter (and why it does)
Published: Nov. 16, 2018, 3:33 p.m.Duration: 21 minutes 42 seconds
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October 2018: An increasingly defensive posture
Published: Oct. 16, 2018, 3:46 p.m.Duration: 22 minutes 35 seconds
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September 2018: A world at the mercy of America
Published: Sept. 18, 2018, 1:31 p.m.Duration: 19 minutes 58 seconds
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August 2018: Could Turkey's turmoil travel?
Published: Aug. 16, 2018, 7:27 p.m.Duration: 22 minutes 46 seconds
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July 2018: Grit in the system risks unravelling of global economy
Published: July 13, 2018, 10:32 a.m.Duration: 25 minutes 24 seconds
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June 2018: Market disconnect - time to tread carefully
Published: June 21, 2018, 8:02 p.m.Duration: 21 minutes 55 seconds
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May 2018: Increased caution leads to an "historic moment"
Published: May 23, 2018, 7:23 p.m.Duration: 19 minutes 23 seconds
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April 2018: Tougher but not terrible
Published: April 15, 2018, 8:42 p.m.Duration: 18 minutes 26 seconds
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March 2018: Hedging for global growth concerns
Published: March 8, 2018, 8:58 p.m.Duration: 20 minutes 18 seconds
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Feb 2018: Changing patterns - a return to normal?
Published: Feb. 14, 2018, 6:54 p.m.Duration: 16 minutes 59 seconds
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Jan 2018: Goldilocks and the return of the bear
Published: Jan. 30, 2018, 4:10 p.m.Duration: 22 minutes 19 seconds
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December 2017: No flashing warning signs - yet
Published: Dec. 18, 2017, 11:21 a.m.Duration: 13 minutes 44 seconds
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November 2017: Bill McQuaker's most beautiful index
Published: Nov. 29, 2017, 11:28 a.m.Duration: 18 minutes 51 seconds
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October 2017 - Central Bank psychodrama
Published: Oct. 13, 2017, 2:34 p.m.Duration: 12 minutes 8 seconds
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September 2017: A pessimist's optimism; alternatives when everything looks expensive
Published: Sept. 27, 2017, midnightDuration: 13 minutes 48 seconds
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August 2017: Inflation ain't what it used to be
Published: Aug. 18, 2017, 10:06 a.m.Duration: 15 minutes 6 seconds
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July 2017: Don't call the bear too early
Published: July 26, 2017, midnightDuration: 15 minutes 2 seconds
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June 2017: An utterly joyless bull market
Published: June 16, 2017, midnightDuration: 16 minutes 1 second
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