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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: 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.
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.
November's Rich Pickings: Outlook 2021
Fidelity's chief investment officers discuss the paths they're taking in the year ahead.
July's CIO update: What to expect this summer
Andrew McCaffery on Q3, Fidelity's new normal, and the continued rise of ESG.
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.
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.
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.
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
Cool Heads: Fidelity CIOs on oil crash, volatility and what's next
Managing liquidity is key.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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