Best Rich Pickings Fidelity S Asset Allocation Podcast Podcasts (2024)

1
The Investor’s Guide to China: The renminbi effect (#31) 25:22

6d ago25:22

25:22

In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost almost 10 per cent against the US dollar in the last 18 months. Is this a result of economic weakness in China or just another chapter in the strong dollar story? How is the renminbi performing against…

1
The Investor's Guide to China: Healthcare (#30) 33:50

1M ago33:50

33:50

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older. But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink …

1
Rich Pickings: The long-term themes challenging investors 41:35

3M ago41:35

41:35

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grappling with them. …

1
The Investor's Guide to China: Shareholder return (#29) 30:59

3M ago30:59

30:59

The story of China's economy and stock market has long been one of rapid growth. But as policymakers pivot to focus on the quality - instead of the velocity - of growth, investors are turning their attention to something more long-lasting: shareholder returns. Dividends and buybacks are moving up the agenda of regulators and companies in China, gen…

1
The Investor's Guide to China: Cities and migration (#28) 33:19

4M ago33:19

33:19

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, and where investors should be looking. In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, take y…

1
Rich Pickings: Asia and Latin America are reshaping the world for investors 39:40

5M ago39:40

39:40

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbou…

1
The Investor's Guide to China: China's bond market (#27) 29:59

5M ago29:59

29:59

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market. Investors focused on the stock market, and the challenges Chinese property developers are facing, have often overlooked …

1
Rich Pickings: Ready for a reset | Analyst Survey 2024 37:57

6M ago37:57

37:57

How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics? For well over a decade we’ve been asking our worldwide network of sector analysts these questions (and about 80 more) - to get a unique bottom-up picture of the compa…

1
Rich Pickings: What the lessons of 2023 can teach investors for the year ahead 39:56

7M ago39:56

39:56

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha Wang, Ian Samson and Talib Sheikh. What can the investment stories of the year teach us about the year ahead? With additional contributions from Lee Sotos and Patrick Graham. See omnystudio.com/listene…

1
The Investor's Guide to China: Transition materials (#26) 24:47

7M ago24:47

24:47

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, explore the critical role of transition materials — minerals and elements, such as lithium, cobalt, and nickel, that are essential to developing and deploying clean energy technologies. Demand for these materials around the world continues to g…

1
Rich Pickings: Outlook 2024 - Four ways forward 55:07

8M ago55:07

55:07

Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Anna Stupnytska, to discuss the four scenarios Fidelity's investment teams are watching for 2024. With additional contributions from Fidelity's Chief Sustainability Officer Jenn-Hui Tan, Head of European…

1
The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25) 30:39

9M ago30:39

30:39

In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Louis-Vincent Gave, the founder and CEO of Gavekal, a leading independent provider of global investment research. They tackle questions from the development of China’s AI landscape and what it means for the country’s youth unemp…

1
Rich Pickings: Higher rates - is the transmission mechanism broken... or just delayed 35:03

9M ago35:03

35:03

Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, Fidelity’s Global Head of Macro and Strategic Asset Allocation, to discuss whether the levers central banks have to pull are working. With additional contributions from Multi Asset Portfolio Manager Ca…

1
The Investor's Guide to China: Japanification (#24) 42:00

9M ago42:00

42:00

When you look at some of the big economic issues China is dealing with today—lacklustre growth, a real estate slump, price disinflation, or an ageing population—you quickly realise Japan has been through a lot of the same challenges. What can we learn from Japan’s experiences? Is there a policy playbook there for how to respond to similar economic …

1
Rich Pickings: Challenging the narrative on recession, inflation and rates 40:32

12M ago40:32

40:32

This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri. And Nina Flitman takes a look at what the destocking trend in the chemicals sector…

1
The Investor's Guide to China: De-dollarisation (#23) 34:51

1y ago34:51

34:51

When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance for decades, some subtle shifts have started playing out among the currencies of major economies. Rising geopolitical tensions and the changing structure of global trade are prompting some countries to …

1
The Investor's Guide to China: China Consumer (#22) 37:52

1y ago37:52

37:52

China’s economic rebound hasn’t been as strong as many anticipated. But then, it’s not that surprising, as no one was expecting any major stimulus like in previous cycles, such as the global financial crisis. However, the Chinese consumer was really the one that was expected to underpin and power this recovery. At the beginning of June, Fidelity’s …

1
Private Credit: What role could it play in traditional portfolios? 29:19

1y ago29:19

29:19

With the shifting fortunes of economies, what role could Private Credit play in traditional portfolios? Richard Edgar is joined by Fidelity’s Head of Private Credit Strategies, Michael Curtis, and Portfolio Managers Camille McLeod-Salmon and Marc Preiser to discuss what investors can expect from the market in future. With additional contributions f…

1
Bioacoustics: Bonus interview with Dr Doug Gurr 15:27

1y ago15:27

15:27

Dr Doug Gurr, Director of London's Natural History Museum, joins Richard Edgar to discuss the urgency of tackling biodiversity loss and what the financial community can do to help. See omnystudio.com/listener for privacy information.By Fidelity International

1
Bioacoustics: Could sound solve biodiversity's data deficit? 22:13

1y ago22:13

22:13

How do you measure biodiversity? From the forests of Borneo, with the help of a pioneering team of scientists, Fidelity have followed a project to explore if sound recordings - layered with artificial intelligence - could help to solve biodiversity's data issue. Analyst Minlin Lee travelled to Indonesia to see, and hear, the data gathering in actio…

1
The Investor’s Guide to China: Decarbonising China (#21) 32:44

1y ago32:44

32:44

2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2030 and be net zero by 2060. Then at COP26 in Glasgow, over 100 countries pledged to cut greenhouse gas emissions and eliminate deforestation. But that appeared to come to a screeching halt when the w…

1
Rich Pickings podcast: Preparing portfolios for climate risks 45:23

1y ago45:23

45:23

What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets sorted out - what are the investment implications for a greener, decarbonised future? Richard Edgar is joined by Global Macro Economist Anna Stupnytska and Portfolio Managers Kris Atkinson and Caroli…

1
The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20) 34:09

1+ y ago34:09

34:09

Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions between China and the US. Now, as China reopens and supply chains adjust, how will the ‘Chip War’ affect the future of the global tech hardware industry, and ultimately the prices of thousands of type…

1
Rich Pickings: Looking for cracks in the system after SVB 35:39

1+ y ago35:39

35:39

After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stupnytska, Global Macro Economist, and Gita Bal, Global Head of Fixed Income Research, to discuss the fallout and whether it could be enough to force a rethink at the Federal Reserve. Asia Economist Peiqian Liu also joins Richard to…

1
Trade Offs | Bunge: The Analysis 40:23

1+ y ago40:23

40:23

Bunge is one of the world's biggest agriculture commodity businesses. Linking farmers with customers is a complex job. But doing it sustainably? Bunge's CEO Greg Heckman explains how he's approaching that challenge, and the the choices he's faced as chief executive, in his interview with Ned Salter, Global Head of Investment Research. Hear about th…

1
Trade Offs | Bunge: The Interview 30:14

1+ y ago30:14

30:14

From farmers to customers, agriculture commodities powerhouse Bunge works with thousands of stakeholders along vast value chains. Its scale means influence - so how is it responding to calls for greater sustainability in the crops it distributes? How is it managing the cost of increased ESG oversight? In this final episode of the series, recorded i…

1
Trade Offs | Serco: The Interview 30:51

1+ y ago30:51

30:51

Keeping profits, social responsibility, and public relations on an even keel is no mean feat when you're a government contractor. UK services company Serco employs tens of thousands across the world in areas as diverse as defence, justice, and healthcare. Rupert Soames joined Serco as chief executive in 2014 and completed his tenure at the end of 2…

1
Trade Offs | Serco: The Analysis 41:21

1+ y ago41:21

41:21

Managing and looking after people is core to a government services company like Serco. And the risk management that goes with such work demands a very different approach. In this episode of Trade Offs Fidelity's investment team use highlights from the interview with Serco's former Chief Executive Rupert Soames to illustrate how investors should be …

1
Rich Pickings: Light at the end of the tunnel | Analyst Survey 2023 36:38

1+ y ago36:38

36:38

Just how confident do CEOs feel about the year ahead? Do they really expect earnings to grow? Is reaching net zero still a priority? For answers to these questions (and many more), we’ve asked 152 of Fidelity International’s investment analysts for their views – and brought it all together into the annual Analyst Survey. Fiona O'Neill, Head of Stra…

1
The Investor's Guide to China: China's reopening and supply chains (#19) 29:50

1+ y ago29:50

29:50

After three years, China has dropped its zero-Covid policy, and 2023 has brought a sharp rebound in activity. Road traffic, hotel bookings and many other indicators are approaching or even exceeding their 2019 levels. It's clearly good news for the economy but what does China’s reopening mean for regional and global supply chains? In the short term…

1
Trade Offs | Baker Hughes: The Interview 31:45

1+ y ago31:45

31:45

Lorenzo Simonellis is chief executive of one of the world's biggest oilfield services and energy technology companies, Baker Hughes. It supports traditional exploration and extraction while also developing the latest energy equipment. As such, it stands in both the 'old' and 'new' spheres of the energy sector. Mr Simonelli talks to Fidelity Interna…

1
Trade Offs | Baker Hughes: The Analysis 44:40

1+ y ago44:40

44:40

What can investors learn from the trade offs an energy CEO is facing and the choices he's making? Fidelity's experts go over the highlights from the interview with Baker Hughes Chief Executive Lorenzo Simonelli, providing context and investment implications. Ned Salter, Global Head of Investment Research, is joined by Analyst and Portfolio Manager …

1
Trade Offs | Bayer: The Interview 39:03

1+ y ago39:03

39:03

Feeding 8 billion people with limited arable land is one of the modern world's most pressing headaches. Add to that a growing concern over the impact intensified farming practices can have on local ecosystems and biodiversity and you get a sense of the challenges facing a company like Bayer. Founded in the mid-19th century, Bayer is one of Germany'…

1
Trade Offs | Bayer: The Analysis 33:25

1+ y ago33:25

33:25

In this episode Fidelity's investment team take a closer look at some of the highlights from the interview with Bayer's chief executive Werner Baumann. Ned Salter, Global Head of Investment Research, is joined by Equity Research Analyst Panpan Xiao and Portfolio Manager Dmitry Solomakhin. Listen to the whole interview here. Watch video clips and re…

1
Trade Offs | Bank of America: The Interview 34:26

1+ y ago34:26

34:26

As chief executive of one of the world's largest financial institutions for more than a decade Brian Moynihan has led Bank of America through some tumultuous times. The shift from shareholder to stakeholder capitalism - accelerated by the Great Financial Crisis, heightening environmental challenges, and a global pandemic - has demanded careful stew…

1
Trade Offs | Bank of America: The Analysis 40:14

1+ y ago40:14

40:14

In this episode Fidelity's investment team take a closer look at some of the highlights from the interview with Bank of America's chief executive Brian Moynihan. Ned Salter, Global Head of Investment Research, is joined by Senior Cross Asset Financials Analyst Lee Sotos and Portfolio Manager Rosanna Burcheri. Listen to the whole interview here. Wat…

1
From Davos: Fidelity's CEO on Ukraine, central banks, and management sentiment 8:12

1+ y ago8:12

8:12

As the World Economic Forum in Davos comes to a close, Fidelity's Richard Edgar talks to Chief Executive Anne Richards about her takeaways from the week including the international approach to Ukraine, central bank messaging, and why business leaders are allowing themselves a (tentative) sigh of relief. See omnystudio.com/listener for privacy infor…

1
Trailer: Trade Offs 2:27

1+ y ago2:27

2:27

Tune in for a new series that gets under the bonnet of business and sustainability. From finance to energy to agriculture, how do business leaders balance the needs of all stakeholders and what are the trade offs they have to make in the process? Ned Salter, Global Head of Investment Research at Fidelity International, interviews chief executives i…

1
Rich Pickings: Your questions answered! 20:36

1+ y ago20:36

20:36

For our festive special Richard Edgar is joined by Head of Equities for Asia Pacific Marty Dropkin, Portfolio Manager Aditya Khowala, and Global Macro Economist Anna Stupnytska to answer your questions. If you’ve been inspired to send in a question, our inbox is still open! You can send your questions to editorial@fil.com, and we’ll pick the best o…

1
The Investor's Guide to China: China's Onshore Markets (#18) 31:12

1+ y ago31:12

31:12

China's economy and its markets have faced a number of headwinds in 2022. Slowing growth, geopolitical uncertainty, the impact of the country's Covid policy, and how the PBOC, or the Chinese central bank, is manoeuvring how they ease monetary and fiscal policy as most other global banks move in a more hawkish direction. But despite all that, the op…

1
Rich Pickings: Outlook 2023 - navigating the polycrisis 33:21

1+ y ago33:21

33:21

After a year of volatility and uncertainty, how should investors navigate the year ahead? Richard Edgar is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Ilga Haubelt, Head of Equities for Europe, and Victoria Mio, Head of Equity Research for Asia Pacific, to discuss the key themes and risks they'll be watching for in 2023…

1
The Investor's Guide to China: China's Next Phase (#17) 34:13

1+ y ago34:13

34:13

Chinese equities markets have been volatile in the wake of last month’s Communist Party Congress in Beijing, where the country's leadership line up for the next five years was revealed. Investors have been looking for signs or signals in terms of what's going to happen as we enter a new phase of the Chinese growth story under President Xi Jinping's…

1
The Investor's Guide to China: Private Markets (#16) 34:28

2y ago34:28

34:28

So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies. Investors in private assets, particularly in equities, for many years have considered Asia and especially China as one of the most exciting markets anywhere. And while there have been challenges and setbac…

1
Fed hike: What you're missing from the inflation narrative 15:35

2y ago15:35

15:35

Fidelity's Chief Investment Officer for Fixed Income Steve Ellis talks to Richard Edgar about the unexpected consequences of the Fed's rate hike cycle and where investors should be looking for protection. Read more from Steve at fidelityinternational.com or your local Fidelity website. See omnystudio.com/listener for privacy information.…

1
Tell us what you think about Fidelity Answers 1:10

2y ago1:10

1:10

Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 of Amazon vouchers or the equivalent donation to a charity of your choice. Entries close this Saturday, September 10th. Go on, click on the link - we really want to hear what you have to say. fidelityinternationa…

1
The Investor's Guide to China: Engaging with companies in China (#15) 46:47

2y ago46:47

46:47

To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation and sustainability is an alien concept. But developments on the ground in China show how stereotypes like this are swiftly becoming outdated. The country's markets have been changing shape over the last decade a…

1
Rich Pickings: Where next for consumers and a download from Silicon Valley 35:19

2y ago35:19

35:19

Fresh from meeting industry leaders in Silicon Valley, Portfolio Manager Hyun Ho Sohn and analyst Jonathan Tseng join Richard Edgar to share their thoughts on how the tech sector will fare in a high-inflation environment. Global macro economist Anna Stupnytska puts it all in perspective and we join Portfolio Manager Aneta Wynimko on a West End shop…

1
Help shape Fidelity Answers 1:41

2y ago1:41

1:41

Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 of Amazon vouchers or the equivalent donation to a charity of your choice. Entries close September 10th. Go on, click on the link - we really want to hear what you have to say. fidelityinternational.com/survey Se…

1
Rich Pickings: Turning the tanker - how engagement on sustainability is changing companies from within 34:50

2y ago34:50

34:50

What do companies really think of sustainability? What are they doing to improve their ESG credentials? These are some of the many questions 161 of Fidelity International's investment analysts around the globe have been asked as part the annual ESG Analyst Survey. And with 15,000 meetings with management teams a year under their belts their insight…

1
The Investor's Guide to China: Common Prosperity (#14) 33:44

2y ago33:44

33:44

The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world. Investors have come to know this campaign through a series of tighter regulations across a number of industries within China. But what does it really mean for companies and investors, or even the broader econ…

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