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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.
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.
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.
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
Bioacoustics podcast: Can sound solve biodiversity's data deficit?
Bioacoustics podcast: Can sound solve biodiversity's data deficit?
Rich Pickings podcast: Preparing portfolios for climate risk
What impact will climate change have on portfolios?
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: The wider implications of the UBS/Credit Suisse merger
Following the takeover of Credit Suisse by UBS, Richard Edgar is joined by senior analyst Federico Wynne to discuss how we got here and what might emerge.
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.
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
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.
Fidelity's CEO on her takeaways from Davos
Fidelity International's chief executive Anne Richards gives her takeaways from the World Economic Forum in Davos.
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.
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.
Fidelity's CEO and CIO on how to navigate 2023
Watch Chief Executive Anne Richards and Chief Investment Officer Andrew McCaffery discuss how investors should be approaching the next 12 months
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.
The Investor's Guide to China podcast: Engaging with companies in China
To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation.
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.
CIO podcast: Preparing portfolios for a hard landing
Fidelity's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about economic headwinds and preparing portfolios for a hard landing.
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?
Rich Pickings podcast: The recession debate - how slow will growth go?
How likely is a recession? Two Fidelity portfolio managers take on different sides of the argument and explain how to position for each view.
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: Catch 2022 - what's in store for the year ahead
"I don't think central banks are going to have the capacity to raise interest rates to the extent that's [being] priced in," says Fixed Income CIO Steve Ellis.
Fidelity's CEO and CIO discuss the outlook for 2022
Fidelity International’s CEO Anne Richards and CIO Andrew McCaffery on the outlook for 2022
Fidelity's CEO and CIO discuss the outlook for 2022
Fidelity International’s CEO Anne Richards and CIO Andrew McCaffery on the outlook for 2022
Rich Pickings podcast: Practical (and green) investing for the climate transition
"The solutions exist today to get us 80 per cent of the way to net zero," says portfolio manager Cornelia Furse in this latest episode of Rich Pickings.
Fidelity's CIO calls for clarity at COP
Ahead of COP26, Fidelity’s chief investment officer Andrew McCaffery talks to Richard Edgar about the challenges facing politicians.
Rich Pickings podcast: The uncomfortable trade
A reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: we gather the experts to help make sense of it all.
Fidelity Live: The Analysts - How we get to net zero
Fidelity's research and investment teams on what net zero means for investors and how the utilities sector is managing the transition.
Rich Pickings podcast: Ready, steady, pitch! Analysts on their most exciting investment trends
"What is fascinating is the speed of innovation," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.
Anne Richards on corporate responsibility and sustainable investing
Fidelity's Chief Executive describes how the pandemic has reshaped the company and why sustainable investing is top of her agenda.
June's Rich Pickings podcast: Where next for inflation
"The market will wonder: is The Fed talking more aggressively but actually still way behind the curve?" says CIO Andrew McCaffery in June's Rich Pickings.
Key findings of Fidelity's ESG Analyst Survey explained
An audio digest with context and analysis of the results.
Rich Pickings podcast: The real workhorse of Asia Pacific
"Emerging growth versus value orientation and corporate governance changes makes for a really attractive region," says portfolio manager Dale Nicholls.
March's Rich Pickings podcast: The Testing of The Fed and other tales of central bank credibility
"Maintaining the debt is an important part of central banks' objectives even if they don't openly talk about it," says head of global macro Salman Ahmed.
Fidelity Live: The Analysts on ESG and the financial sector (webcast replay)
What asset managers can do to guide the financial sector in the right direction when it comes to sustainability.
Rich Pickings: The Analyst Survey episode
The results are in for Fidelity's annual Analyst Survey. We pick apart the key findings to discover what our sector experts expect for the year ahead.
January's Rich Pickings podcast: The big vaccine rollout episode
"China's rebound is like watching a movie," says Portfolio Manager Amit Lodha in January's Rich Pickings.
Rich Pickings podcast: (What) A Year in Review
For the final episode of the year Fidelity's Global Chief Investment Officer discusses the market history that was made and the lessons to take from 2020.
China stewardship podcast: Witness an evolution
Hear what exclusive research on shareholder action in China says about the changing face of Chinese companies and their investors.
November's Rich Pickings: Outlook 2021
Fidelity's chief investment officers discuss the paths they're taking in the year ahead.
Video: Fidelity International CEO, CIO and Macro Head on Outlook 2021
Fidelity International's CEO, CIO and Head of Macro discuss what we learned in 2020 about who will flourish and who will flounder in 2021.
US elections podcast: The very different fiscal scenarios
Fidelity's Global Head of Macro Salman Ahmed on why the US is on the verge of an economic paradigm shift.
October's CIO podcast: Strength in numbers
Fidelity International's Chief Investment Officer Andrew McCaffery gives his latest analysis of markets and what it means for investors.
September's Rich Pickings podcast: Allocating for recovery
"The market is underestimating inflation. Reduce duration and look for income," says Chief Investment Officer Steve Ellis, in this month's Rich Pickings.
Podcast: The future of... banking
"Banks are increasingly fulfilling a social role," says cross-asset analyst Federico Wynne.
Analyst Survey podcast: The world catches up with China
Listen to the latest Analyst Survey podcast to hear what Fidelity's almost 150 analysts saying about the state of the corporate world.
CIO update podcast: How to spot resilience
CIO Andrew McCaffery on market sentiment, Fed commitments, and what we mean by resilience.
The Investor's Guide to China podcast: Consumers
"Premiumisation and technology-driven innovative business models are two areas where growth potential is underestimated," says Portfolio Manager Hyomi Jie.
July's Rich Pickings podcast: Beware the consensus - what the US election means for investors
"There are more similarities between Trump and Biden than people realise," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.
July's CIO update: What to expect this summer
Andrew McCaffery on Q3, Fidelity's new normal, and the continued rise of ESG.
The future of energy podcast: the 1.5 trillion dollar question
"I do think that [the pandemic], for the power industry, is going to make it have a more green generation mix," says analyst Christine Miyagishima.
June's Rich Pickings podcast: Know your enemy
"The anaesthetist has shown up to give morphine [to the global economy] but the doctor's still not shown up to do surgery," says Portfolio Manager Amit Lodha.
Podcast: The future of... connectivity
"After this, I don't think any law-maker will disagree that telecom connectivity is as important as any other utility," says portfolio manager Sumant Wahi.
CIO update podcast: Markets versus the real economy
Exploring the dissonance between buoyant markets and gloomy economic data. Meanwhile, US election and Brexit are back on the news agenda!
May's Rich Pickings podcast: The case against inflation
Why inflation will be some way off - and how portfolios are being adjusted as the old rules are torn up.
Podcast: The future of... retail and real estate: liquidity, liquidity, liquidity
As the pandemic changes consumer behaviour - perhaps permanently - we look at what the future of retail and its associated real estate could look like.
CEO update podcast: Anne Richards on resilience and reinvention
Fidelity CEO Anne Richards explores what has to change in supply chains, corporate aims, and capitalism itself.
CIO update podcast: International cooperation needed
CIO Andrew McCaffery on the why a V-shaped recovery is unlikely and why greater international cooperation is needed to avoid long-lasting damage.
April's Rich Pickings podcast: Where we go from here
"I am quite surprised by the optimism of markets," says portfolio manager Jeremy Podger in this month's Rich Pickings.
Podcast: Positioning for a post-pandemic world
"We're going to be in an environment with a much more purpose-driven corporate sector," says Chief Investment Officer for Asia Pacific Paras Anand.
Fidelity CIO Podcast: Finding value and income
Opportunities for value and income as volatility lessens.
Coronavirus and the new reality
How should markets navigate the new reality of economic shutdown due to the coronavirus?
March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets
March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets
Fundamentals podcast: Tesla, VW, and the big electric bet
As Tesla and Volkswagen make big pushes to bring electric vehicles to the mass market we ask whether 2020 is the year EVs finally put their foot to the floor.
February's Rich Pickings podcast: Coronavirus - the view from China
"Unorthodox policy may have to meet an unorthodox situation," says head of fixed income in Asia, Bryan Collins, in this month's Rich Pickings.
The Investor's Guide to China podcast: Environment
Fidelity's China and sustainability experts put the country's environmental record and ambitions under the investment lens.
Analyst Survey 2020 podcast: The findings discussed
Hear our experts dissect the findings of Fidelity's annual Analyst Survey and the forecasts of more than 150 analysts across the world.
Cool Heads: Coronavirus
Markets respond to liquidity injection, but longer-term impact remains unclear.
January's Rich Pickings podcast: Counting the cost of a pandemic
"I think concern is right, I'd avoid hysteria; we need to ground ourselves in the data," says Director of Equities Terry Raven in this month's Rich Pickings.
Fundamentals podcast: The battle for 5G (and what else we learned in Silicon Valley)
Fresh from Silicon Valley, Fidelity International reveals what 5G technology promises and why it's become a battleground of national importance
December's Rich Pickings podcast: Politics and the portfolio
"We need to be very careful to understand the impact of politics on companies," says portfolio manager Amit Lodha in this month's Rich Pickings.
November's Rich Pickings podcast: Outlook 2020 special
This month, Rich Pickings gathers Fidelity's Chief Investment Officers to ask them what investors should be watching for in 2020.
October's Rich Pickings podcast: Central banks 'running out of road'
"Regions which have been beaten down could see some positive momentum," says Lead Cross-Asset Strategist Wen-Wen Lindroth in October's Rich Pickings.
The Investor's Guide to China podcast: Corporate governance
The Investor's Guide to China podcast: Corporate governance
September's Rich Pickings podcast: The question of corporate profits
"Profits growth has been more anaemic than the market thinks. I find that troubling," says portfolio manager Bill McQuaker in this month's Rich Pickings.
The Investor's Guide to China: Stock picking
China's businesses operate in a unique environment and understanding that matrix is imperative to those hoping to identify the best companies for investment.
Fundamentals podcast: Consumer staples and the risky business of defensive stocks
Fidelity's investment research podcast questions the defensiveness of the consumer staples sector after a decade of cheap debt has transformed balance sheets.
July's Rich Pickings podcast: The spectre of inflation
"A return to inflation worries me ... both sides of a balanced portfolio are going to get hurt," says David Buckle in this month's Rich Pickings.
Podcast: How to manage a portfolio for income
Three portfolio managers with a a focus on income strategies in different asset classes discuss how they go about building for income in uncertain times.
June's Rich Pickings podcast: Trade tensions - the damage
"There are clear binary downside risks that could be quite big given valuations,” says CIO of Multi Asset James Bateman in this month's Rich Pickings.
May's Rich Pickings podcast: Recession retreat
"There are tentative signs of stabilisation but it's too early to call that the green shoots," says Fidelity's Anna Stupnytska in this month's Rich Pickings.
April's Rich Pickings podcast: Arrivederci euro?
"The markets are yet to catch up with reality," says Head of Global Macro Economics and Investment Strategy, Anna Stupnytska.
Podcast: Fidelity Analyst Survey 2019
Fidelity's heads of research go in-depth on the findings from this year's Fidelity Analyst Survey.
January's Rich Pickings: Managers become buoyant despite dismal data
"Everyone always underestimates the resilience of the US economy," says Chief Investment Officer of Multi Asset James Bateman.
Podcast: The world in 2029
What could global markets look like in 2029? How will the way we invest change in the future? And why shifts in social norms might affect our approaches.
December's Rich Pickings podcast: Christmas Special - risk on
"Being neutral just doesn't feel active enough to take advantage of the opportunities,” says CIO of Multi Asset James Bateman in this month's Rich Pickings.
Fundamentals podcast: Shipping and the new law that could stem the global economy
Fidelity's investment research podcast, looks at regulation designed to clamp down on shipping emissions and its potential unintended consequences.
November's Rich Pickings podcast: Why Brexit matters (and why it doesn't)
“Markets are underestimating the case for a no deal,” says Markets Analyst Charlotte Harington in this month’s Rich Pickings.
Podcast: How to survive the demographics revolution
Significant shifts are underway in the pattern of global populations. What do these changes mean for societies, companies, individuals, and investors?
Podcast: New markets, old rules - time to rethink
As the end of the cycle approaches what can stop investors running for the hills? Fidelity experts consider the wisest ways to position for a market shift.
September's Rich Pickings podcast: A world at the mercy of America
The US is playing an increasingly central role in world markets. Why does this matter?
August's Rich Pickings podcast: Could Turkey's turmoils travel?
Is the Turkey crisis isolated or systemic? And if it does spread, where do Fidelity's asset allocators think its effects will be most significant?
July's Rich Pickings podcast: Grit in the system risks unravelling of global economy
Fidelity's Asset Allocation Group meet to discuss their positioning this month, hard-to-read market sentiment, and the growing seriousness of a trade war.
Podcast: Why should I reconsider my allocation to Asia?
Could you be overlooking investment opportunities in Asia? Fidelity's experts discuss the best way to gain exposure to the region.
What I've learned: Bill McQuaker on his Mum's invaluable lessons
Portfolio Manager Bill McQuaker recalls what he learned from his mother's wise teachings and how it held him in good stead for an investment career.
Has passive peaked?
Passive investing has undergone stellar growth but as monetary policies and market dynamics shift could we be seeing the 'peak' of the passive bull run?
Inside the investment process: ESG at every step
How investors considered ESG in the case of an investment in ChemChina, the Chinese state-owned chemical giant.
What I’ve learned: Bryan Collins on collaboration, teams and bellboys
Bryan Collins, Asia credit, on how a frustrating luggage mishap at a top Sydney hotel led to a life-long lesson.
Analysts lift the lid on their sectors’ optimism
Experts from consumer industries, industrials and IT explain why we're seeing the sunniest Analyst Survey in years.
Currency risk: What developed markets can learn from emerging markets
Modern politics is making some developed market currencies unusually volatile. What can investors learn from emerging markets when it comes to currency risk?
Bill McQuaker: what I learned from the last three cycles
Veteran investor Bill McQuaker describes his experience of Black Monday, the Dotcom crash and the 2007-09 financial crisis.
In depth in eight minutes: end of the cycle, explained
If you have only time for one thing, watch this video.
November's Rich Pickings: Bill McQuaker's most beautiful index
Japan, feeling the heat despite an upswing in the Fidelity Leading Indicator, and the index Bill describes as "a thing of beauty".
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