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Rich Pickings: The long-term themes challenging investors
What are the big themes that will shape the investment world in the years ahead? Fidelity experts discuss long-term trends and how investors can approach them.
Fed hopes not to get cornered before June
Fed hopes not to get cornered before June
Rich Pickings podcast: Asia and Latin America are reshaping the world for investors
Richard Edgar is joined by Fidelity International experts to discuss how Asia and Latin America are reshaping the world for investors.
Lower targets, more stimulus for China
March’s National People’s Congress in China will almost certainly set a reduced growth target of 5 per cent.
For the Fed, the last mile is the hardest
US policymakers have cooled expectations of an interest rate cut in March, and there are still big risks on the road to a painless soft landing.
Rich Pickings: Analyst Survey 2024 - ready for a reset
Richard Edgar is joined by a panel of Fidelity International experts to discuss the results of the 2024 Analyst Survey.
Rich Pickings podcast: 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.
Fundamentals: US consumers are resilient, but for how long?
A soft-landing or a slide into recession? How US consumer spending slows in 2024 may be the difference between one and the other. We dig into the detail.
Fundamentals: Why oil is staying steady
Fundamentals: Why oil is staying steady
Rich Pickings podcast: Outlook 2024
Richard Edgar is joined by Fidelity's heads of investment to discuss the investment outlook for 2024.
Rich Pickings podcast: Higher rates - is the transmission mechanism broken... or just delayed?
Richard Edgar is joined by Fidelity experts to discuss if the transmission mechanism of central bank rate setting is broken, or just delayed.
Rich Pickings podcast: Challenging the narrative on recession, inflation and rates
Steve Ellis, Anna Stupnystka and Rosanna Burcheri compare where they diverge from the consensus views on recession risk and monetary policy.
CIO podcast: US inflation and China's recovery
Fidelity's Global Chief Investment Officer Andrew McCaffery discusses the latest US inflation data and China's recovery.
CIO podcast: The Fed's pause and what comes next
CIO podcast: The Fed's pause and what comes next
Fundamentals: When boring banking is better
Fundamentals: When boring banking is better
Watch the video: Testing bioacoustics in the Borneo rainforest
Watch Fidelity analyst Minlin Lee as she helps a team of scientists capture audio data from a palm oil plantation in Borneo.
Bioacoustics podcast: Can sound solve biodiversity's data deficit?
Bioacoustics podcast: Can sound solve biodiversity's data deficit?
Fundamentals: A new era for weight loss drugs
New weight loss drugs stemming from diabetes treatment may change how the world deals with obesity, but health systems are not yet set up to deliver it widely.
Rich Pickings podcast: Preparing portfolios for climate risk
What impact will climate change have on portfolios?
Fundamentals: Grain pains and the road to higher prices
Food producers and other consumer staples companies have performed surprisingly well despite the huge challenges posed by the rise in raw material costs.
CIO podcast: The recent banking turmoil and what's next
Fidelity International's Global CIO speaks to Richard Edgar about the recent banking turmoil.
Rich Pickings podcast: Looking for cracks in the system after SVB
After the collapse of Silicon Valley Bank, Richard Edgar is joined by some of Fidelity's experts to discuss the fallout.
Fundamentals: Looking for winners in the AI arms race
ChatGPT is a watershed moment for the popular use of AI technology, but it will be as hard as ever piecing together the likely paths of development from here.
CIO podcast: What next for China and what investors might have missed
Fidelity's Global Chief Investment Officer Andrew McCaffery discusses what's next for China
Fundamentals: This is not an iPhone
A US liberalisation of access to hearing aids brings one of the health world’s big equipment markets closer to the retail mainstream.
Rich Pickings podcast: Analyst Survey 2023 - Light at the end of the tunnel
Fidelity's experts join Richard Edgar to dig through the findings of the 2023 Analyst Survey.
Fundamentals: US oil majors finally get serious about clean energy
Fundamentals: US oil majors finally get serious about clean energy
Rich Pickings podcast: Your questions answered
Fidelity experts answer listeners investment questions for this festive special of Rich Pickings.
Rich Pickings podcast: Outlook 2023 - navigating the polycrisis
Richard Edgar is joined by Fidelity's cross-asset investment team to discuss the 2023 Outlook.
Fundamentals: After a volatile year, how low can commodities go?
Fundamentals: After a volatile year, how low can commodities go?
CIO podcast: US midterms and digital assets after FTX
Fidelity International's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the US midterms and digital assets after FTX.
Rich Pickings podcast: Keeping cool heads in volatile times
Portfolio Managers Charlotte Harington and Ian Fishwick join Richard Edgar to discuss what investors can do in these times of turmoil.
CIO podcast: The UK's U-turn and the risk of contagion
Richard Edgar and Fidelity's Chief Investment Officer Andrew McCaffery discuss the recent market turmoil in the UK and the risk of contagion elsewhere.
Rich Pickings podcast: Where next for the UK?
Four of Fidelity's investment team join Richard Edgar to discuss where next for the UK after a week of market turmoil.
Fed hike: What you're missing from the inflation narrative
Fidelity's Chief Investment Officer for Fixed Income Steve Ellis shares his views on the unexpected consequences of the Federal Reserve's rate hike cycle.
CIO podcast: Frustrations at the Fed and what the winter might hold
Fidelity International's Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about the recent market turmoil.
Rich Pickings podcast: Where next for consumers and a download from Silicon Valley
Fresh from Silicon Valley, Hyun Ho Sohn and Jonathan Tseng join Richard Edgar to discuss how the tech sector is faring.
Rich Pickings podcast: 'The rules of the game have changed'
'The rules of the game have changed,' how should investors recalibrate for this new phase in markets?
CIO podcast: Growth risks and the safe harbours for portfolios
Richard Edgar speaks to Fidelity's Global Chief Investment Officer Andrew McCaffery about growth risks and safe harbours for portfolios.
Rich Pickings podcast: The ESG questions raised by the Russia-Ukraine war
Carsten Roemheld discusses the ESG questions raised by the Russia-Ukraine war and the implications for asset allocation.
Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains
Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains
CIO podcast: The questions investors have on China, Ukraine, and Fed rates
"The market feels that the trajectory of rate rises actually increases the risk of [...] recession," says Global CIO Andrew McCaffery.
CIO podcast: The impact of Russia sanctions
Fidelity International's Global Chief Investment Officer Andrew McCaffery explains the impact of economic sanctions on Russia
CIO podcast: What the invasion of Ukraine means for markets and policy
As Russian forces launch a military invasion of Ukraine Fidelity's Global CIO explains the likely repercussions for markets and central banks.
Analyst Survey results and investment implications
Our experts discuss the results of this year's Analyst Survey and explore the implications for investors.
Analysts on the headline findings
Fidelity analysts from around the world put some of the survey's key findings in context
CIO podcast: Market volatility ahead
Fidelity International's Chief Investment Officer Andrew McCaffery explains why the current market volatility is set to continue, and how to allocate for it.
Rich Pickings podcast: Central bank watch - planning for policy shifts
We hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022.
CIO podcast: Why the Fed won't be so hawkish
Global Chief Investment Officer Andrew McCaffery on the outlook for central banks
Rich Pickings podcast: 2021- a sustainability odyssey
The pandemic and COP26 made 2021 a big year for sustainability. In this podcast we round up the main themes and ask where next for investors and ESG.
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