Podcast appearances and mentions of richard edgar

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Best podcasts about richard edgar

Latest podcast episodes about richard edgar

Fidelity Answers: The Investment Podcast
Rich Pickings: The long-term themes challenging investors

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Apr 25, 2024 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. With additional contributions from Global Co-CIO Andrew McCaffery.See omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Rich Pickings: Asia and Latin America are reshaping the world for investors

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Feb 19, 2024 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 harbour. With additional contributions from Fidelity's Global Macro Economist Anna Stupnytska.  You can read more analysis from Peiqian Liu here, and you can hear more insights on our sister podcast The Investor's Guide to China here.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Asia and Latin America are reshaping the world for investors

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Feb 16, 2024 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 harbour. With additional contributions from Fidelity's Global Macro Economist Anna Stupnytska.  You can read more analysis from Peiqian Liu here, and you can hear more insights on our sister podcast The Investor's Guide to China here.See omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Rich Pickings: Ready for a reset | Analyst Survey 2024

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Jan 29, 2024 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 companies they cover. Their conclusions form Fidelity International's annual Analyst Survey. This month, Fiona O'Neill, Head of Global Cross-Asset Research Capabilities, Gita Bal, Global Head of Fixed Income Research, and Kris Atkinson, Fixed Income Portfolio Manager, join Richard Edgar to dig through the results.  With additional contributions from analysts Liz Brockway, Eric Tse and Aki Takaesu. You can read the Analyst Survey in full here or on your local Fidelity website.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Ready for a reset: Analyst Survey 2024

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Jan 26, 2024 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 companies they cover. Their conclusions form Fidelity International's annual Analyst Survey. This month, Fiona O'Neill, Head of Global Cross-Asset Research Capabilities, Gita Bal, Global Head of Fixed Income Research, and Kris Atkinson, Fixed Income Portfolio Manager, join Richard Edgar to dig through the results.  With additional contributions from analysts Liz Brockway, Eric Tse and Aki Takaesu. You can read the Analyst Survey in full here or on your local Fidelity website.See omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Rich Pickings: What the lessons of 2023 can teach investors for the year ahead

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Dec 21, 2023 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/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
What the lessons of 2023 can teach investors for the year ahead

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Dec 19, 2023 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/listener for privacy information.

Fidelity Answers: The Investment Podcast
Rich Pickings: Outlook 2024 - Four ways forward

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Nov 20, 2023 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 Real Estate, Neil Cable, and Head of Private Credit Strategies, Michael Curtis.  You can read Fidelity's 2024 Outlook in full here.  Do you have a question you'd like to put to one of Fidelity's investment team? We're handing the microphone over to you again for our next episode. To take part please send your investment related question to editorial@fil.com by Friday 1st December, and we'll put the best ones to our experts. Look forward to hearing from you!See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Outlook 2024: Four ways forward

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Nov 17, 2023 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 Real Estate, Neil Cable, and Head of Private Credit Strategies, Michael Curtis.  You can read Fidelity's 2024 Outlook in full here.  Do you have a question you'd like to put to one of Fidelity's investment team? We're handing the microphone over to you again for our next episode. To take part please send your investment related question to editorial@fil.com by Friday 1st December, and we'll put the best ones to our experts. Look forward to hearing from you!  See omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Rich Pickings: Higher rates - is the transmission mechanism broken... or just delayed

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Oct 19, 2023 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 Caroline Shaw.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Higher rates: is the transmission mechanism broken... or just delayed?

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Oct 18, 2023 35:02


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 Caroline Shaw.See omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Rich Pickings: Challenging the narrative on recession, inflation and rates

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Jul 27, 2023 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 could tell us about wider market stress with three analysts who cover the industry from different asset class perspectives. You can read more on their discussion here. See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Challenging the narrative on recession, inflation and rates

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Jul 26, 2023 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 could tell us about wider market stress with three analysts who cover the industry from different asset class perspectives. See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fidelity's CIO on US inflation and China's recovery

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Jul 18, 2023 16:55


Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss how investors should interpret the latest inflation data from the US, and what investors might have missed from China's recovery story. See omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Private Credit: What role could it play in traditional portfolios?

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Jun 19, 2023 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 from Oliver Newman and Nina Flitman. You can read more of our private markets coverage here.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fidelity's CIO on the Fed's pause and what comes next

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Jun 15, 2023 17:50


Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the Federal Reserve's decision to pause its interest rate hikes, for now, and what might come next.  Opening clip: Jerome Powell, Chair of the Federal ReserveSee omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Bioacoustics: Could sound solve biodiversity's data deficit?

Fidelity Answers: The Investment Podcast

Play Episode Listen Later May 18, 2023 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 action, while Charlotte Apps followed the analysis in the south of France. Back in the studio, Richard Edgar is joined by Fidelity International's Global Head of Stewardship and Sustainable Investing, Jenn-Hui Tan, to discuss why investors should be aware of nature loss.  With additional contributions from Portfolio Manager Velislava Dimitrova and Director of the Natural History Museum in London, Dr Doug Gurr.  You can hear Dr Gurr's conversation with Richard in full here. See omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Bioacoustics: Bonus interview with Dr Doug Gurr

Fidelity Answers: The Investment Podcast

Play Episode Listen Later May 18, 2023 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.

Fidelity Answers: The Investment Podcast
Rich Pickings podcast: Preparing portfolios for climate risks

Fidelity Answers: The Investment Podcast

Play Episode Listen Later May 2, 2023 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 Caroline Shaw to discuss how investors can rise to the challenge. With additional contributions from Fidelity's Global Head of Investment Research Ned Salter. Listen to more from Ned's Trade Offs series here.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Preparing portfolios for climate risks

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Apr 28, 2023 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 Caroline Shaw to discuss how investors can rise to the challenge. With additional contributions from Fidelity's Global Head of Investment Research Ned Salter. Listen to more from Ned's Trade Offs series here.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Three long-term trends our CIO is watching closely

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Apr 27, 2023 18:34


Over the last 18 months we've thrown crisis after crisis at our CIO, but this month we're letting Andrew McCaffery tell us the long term trends he's watching. Richard Edgar hosts.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fidelity's CIO on the recent banking turmoil and what's next

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Mar 28, 2023 17:19


Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the recent banking turmoil, what central banks might do next, and what it all means for the recession outlook.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
The wider implications of the UBS/Credit Suisse merger

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Mar 20, 2023 7:04


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 over the weeks ahead.See omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Rich Pickings: Looking for cracks in the system after SVB

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Mar 17, 2023 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 discuss what China's recovery looks like on the ground. You can read more analysis on SVB and the fallout on your local Fidelity website or here. Opening clip: US President Joe Biden, March 13th, Sky NewsSee omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Looking for cracks in the system after SVB

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Mar 15, 2023 35:38


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 discuss what China's recovery looks like on the ground. You can read more analysis on SVB and the fallout on your local Fidelity website or here. Opening clip: US President Joe Biden, March 13th, Sky NewsSee omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fidelity's CIO on what next for China and what investors might have missed

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Feb 27, 2023 14:11


China's reopening has spurred a rebound in the economy and in markets. But how should investors position for what comes next? Richard Edgar is joined by Fidelity's Global Chief Investment Officer Andrew McCaffery to discuss this, and what markets might have previously missed. You can read more about the topics discussed in the podcast here. Listen to our regular The Investors Guide to China podcast here.See omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Rich Pickings: Light at the end of the tunnel | Analyst Survey 2023

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Feb 13, 2023 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 Strategic Initiatives for Global Investment Research, and Gita Bal, Global Head of Fixed Income Research, join Richard Edgar to dig through the results.  With additional contributions from Fidelity International's Chief Executive Anne Richards, Global Equities Portfolio Manager Ashish Kochar and analysts Serhat Birbilen, Michael Gaynor and Vivian Wang.  You can read the Analyst Survey in full here, or at your local Fidelity website. Follow this link to Trade Offs, our new podcast where we interview CEOs about the tough choices they're making when it comes to ESG.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Light at the end of the tunnel: Analyst Survey 2023

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Feb 9, 2023 36:37


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 Strategic Initiatives for Global Investment Research, and Gita Bal, Global Head of Fixed Income Research, join Richard Edgar to dig through the results.  With additional contributions from Fidelity International's Chief Executive Anne Richards, Global Equities Portfolio Manager Ashish Kochar and analysts Serhat Birbilen, Michael Gaynor and Vivian Wang.  You can read the Analyst Survey in full here, or at your local Fidelity website. Follow this link to Trade Offs, our new podcast where we interview CEOs about the tough choices they're making when it comes to ESG.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fidelity's CIO on China and optimism for the year ahead

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Jan 26, 2023 15:35


Fidelity International's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss what the policy shifts in China could mean for growth and where he sees reasons for optimism for the year ahead. You can read this year's Analyst Survey in full on your local Fidelity website or at Fidelityinternational.com from February 6th.  See omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
From Davos: Fidelity's CEO on Ukraine, central banks, and management sentiment

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Jan 23, 2023 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 information.

Rich Pickings: Fidelity's Asset Allocation Podcast
From Davos: Fidelity's CEO on Ukraine, central banks, and management sentiment

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Jan 20, 2023 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 information.

Fidelity Answers: The Investment Podcast
Rich Pickings: Your questions answered!

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Dec 23, 2022 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 ones to put to our investment team in the new year. Looking forward to hearing from you. You can hear more from Marty Dropkin in the latest Investors Guide to China podcast here.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast

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 ones to put to our investment team in the new year. Looking forward to hearing from you. You can hear more from Marty Dropkin in the latest Investors Guide to China podcast here.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fidelity's CIO on what the Fed does next

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Dec 16, 2022 15:42


Fidelity's Global Chief Investment Officer Andrew McCaffery joins Richard Edgar to discuss the latest rate hike from the Federal Reserve and the challenges for central banks. You can read more from Fidelity's Global Head of Macro Salman Ahmed on the latest move by the Federal Reserve here. Opening clip: Jerome Powell, Chair of the Federal ReserveSee omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Rich Pickings: Outlook 2023 - navigating the polycrisis

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Dec 8, 2022 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. With additional contributions from Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, and Michael Curtis, Head of Private Credit Strategies.  Do you have a question you'd like to put to one of Fidelity's investment team? We're handing the microphone over to you for our Christmas episode. To take part please send your investment related question to editorial@fil.com by Tuesday 13th December, and we'll put the best ones to our experts. Look forward to hearing from you! You can read Fidelity's 2023 Outlook in full here. Opening clips: Hallie Jackson, NBC News, September 27th 2022 Robin Brant, BBC News, March 28th 2022 NBC News, July 13th 2022 Victoria Valentine, BBC News, February 24th 2022See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Outlook 2023: Navigating the polycrisis

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Dec 5, 2022 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. With additional contributions from Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, and Michael Curtis, Head of Private Credit Strategies.  Do you have a question you'd like to put to one of Fidelity's investment team? We're handing the microphone over to you for our Christmas episode. To take part please send your investment related question to editorial@fil.com by Tuesday 13th December, and we'll put the best ones to our experts. Look forward to hearing from you! You can read Fidelity's 2023 Outlook in full here. Opening clips: Hallie Jackson, NBC News, September 27th 2022 Robin Brant, BBC News, March 28th 2022 NBC News, July 13th 2022 Victoria Valentine, BBC News, February 24th 2022See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fidelity's CIO on US midterms and digital assets after FTX

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Nov 21, 2022 11:56


Fidelity International's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about what the US midterm results could mean for markets, and where the collapse of the FTX crypto exchange leaves digital assets.  You can read more from Andrew McCaffery on the US midterms here. Opening clip: Former US President Donald Trump, Reuters.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Keeping cool heads in volatile times

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Oct 19, 2022 28:49


Uncertainty and volatility in markets: is it temporary or the mark of a new paradigm? Portfolio Managers Charlotte Harington and Ian Fishwick join Richard Edgar to discuss what investors can do in these times of turmoil, and, fresh from the IMF and World Bank meetings in Washington DC, Global Macro Economist Anna Stupnytska shares her thoughts on what lies ahead.  With additional contributions from Fidelity's Chief Investment Officer Andrew McCaffery.  You can read more on the topics discussed in the podcast at your local Fidelity website or at fidelityinternational.com  See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fidelity's CIO on the UK's radical rethink

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Oct 18, 2022 14:17


Fidelity International's Chief Investment Officer Andrew McCaffery talks to Richard Edgar about the British government's economic overhaul and to what extent lasting damage has been done. You can read more on the topics discussed in the podcast here.See omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fidelity's CIO on the UK's U-turn and the risk of contagion

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Oct 3, 2022 17:39


Richard Edgar is joined by Fidelity International's Chief Investment Officer Andrew McCaffery to discuss what the policy extremes mean for investor confidence in the UK, the risk of market contagion elsewhere, and where investors can still find safety. You can read more on the topics discussed in the podcast here. Opening clip: Kwasi Kwarteng, BBC BreakfastSee omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast

In a week which saw sterling slide, an intervention from the IMF, and the Bank of England step in to calm markets, Portfolio Managers Tim Foster and Leigh Himsworth and Senior Sovereign Analyst Andressa Tezine join Richard Edgar to discuss where next for the UK, where to look for green shoots in the rest of the world, and where investors can allocate as we navigate new territory. With additional contributions from Global Head of Macro and Strategic Asset Allocation Salman Ahmed. You can read more from Fidelity's Global Macro and Asset Allocation team here. Opening clips: Dani Burger, Bloomberg TV Jayne Secker, Sky NewsSee omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Fed hike: What you're missing from the inflation narrative

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Sep 23, 2022 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.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fed hike: What you're missing from the inflation narrative

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Sep 22, 2022 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.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fidelity's CIO on frustrations at the Fed and what the winter might hold

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Sep 16, 2022 19:16


Fidelity International's Chief Investment Officer Andrew McCaffery talks to Richard Edgar about recent market turmoil, how current dynamics compare to historic periods of financial stress, and what we might expect from the coming winter in Europe. Listen to find out what it all means for Fidelity's core asset allocation. Read more at fidelityinternational.com or at your local fidelity website.See omnystudio.com/listener for privacy information.

PE Express
The PE Huddle: A New School Year - A Game Plan for a Successful Start

PE Express

Play Episode Listen Later Aug 12, 2022 59:41


Kick off the school year by tuning in to the August PE Huddle with a focus on “A New School Year: A Game Plan for a Successful Start”. Join our guests Shannon Irwin, Bill Jones, and Richard Edgar as they discuss preparing for the start of school. The start of the school year has a large impact on how you feel about your classes and teaching in general throughout the school year. This month's speakers have differing amounts of teaching and leadership experience so there will be something for everyone regardless of grade level and experience. This will be a “nuts and bolts” discussion as we discuss faculty issues, working with staff and administrators, and effectively meeting, managing, and teaching your students. Bill Jones is the Director of Physical Education (Preschool-8th grade) at the University School, serving 870 boys in Junior Kindergarten to grade 12 on two campuses in suburban Cleveland, Ohio. He received his M.S. in Physical Education from the University of Arkansas, Fayetteville. He has taught and coached for the past thirty-five years at independent schools. He was awarded the Chilcote Chair in Applied and Innovative Learning in 2011-2013 and the Donald C. Molten Chair in Athletics in 2013 – present. Shannon Irwin has 17 years of experience in Physical Education, pk3-8th grade in both public and Catholic education. She served as an athletic administrator at Saint Andrew Catholic School in Fort Worth, TX and recently was named the Athletic Director for the Catholic Diocese. Shannon regularly shares her expertise by presenting at local, state, and national levels. Richard Edgar has taught Physical Education in Arizona for 5 years. Richard earned his bachelor's degree in Healthy Lifestyles and Fitness Science from Arizona State University and his post-baccalaureate teaching degree from Rio Salado. Before joining Mesa Public Schools, he started the Physical Education program at Eagle College Prep.

Fidelity Answers: The Investment Podcast
The Investor's Guide to China: Engaging with companies in China (#15)

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Aug 11, 2022 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 as institutional influence expands in the onshore market and foreign investors increase their exposure. A growing awareness of ESG has followed close behind. In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by two of Fidelity's sustainable investment team: Director of Sustainable Investing & Portfolio Manager Flora Wang and Global Head of Stewardship and Sustainable Investing Jenn-Hui Tan. With additional contributions from Richard Edgar, Editor-in-Chief, Eric Zhu, Consumer Staples Analyst, and Binyu Zhao, Sustainable Investing Associate. Read more at fidelityinternational.com See omnystudio.com/listener for privacy information.

Fidelity Answers: The Investment Podcast
Rich Pickings: Where next for consumers and a download from Silicon Valley

Fidelity Answers: The Investment Podcast

Play Episode Listen Later Aug 8, 2022 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 shopping trip to see the world from the consumer's point of view. With additional contributions from Global Chief Investment Officer Andrew McCaffery. Listen to the full interview with Andrew McCaffery here. -------- 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 -------- Opening clips: Norah O'Donnell, CBS Evening News Greg Milam, Sky News BBC NewsSee omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Where next for consumers and a download from Silicon Valley

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Aug 2, 2022 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 shopping trip to see the world from the consumer's point of view. With additional contributions from Global Chief Investment Officer Andrew McCaffery. -------- 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 -------- Opening clips: Norah O'Donnell, CBS Evening News Greg Milam, Sky News BBC NewsSee omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fidelity's CIO on preparing portfolios for a hard landing

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Jul 22, 2022 17:54


Richard Edgar talks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about economic headwinds and how investors can weather the storm. Read more at fidelityinternational.com  -------- 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/surveySee omnystudio.com/listener for privacy information.

Rich Pickings: Fidelity's Asset Allocation Podcast
Turning the tanker: How engagement on sustainability is changing companies from within

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later Jun 28, 2022 33:09


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 insights are invaluable for any asset allocator. To dig through the findings Richard Edgar is joined by Global Head of Research for Fixed Income Gita Bal, Head of Strategic Initiatives for the Global Investment Research Team Fiona O'Neill, and Fixed Income PortfolioManager Kris Atkinson.  With additional contributions from Global Chief Investment Officer Andrew McCaffery and analysts Marcel Stötzel and Eric Zhu. You can read more from this year's ESG Analyst Survey here. Listen to Andrew's CIO update here. See omnystudio.com/listener for privacy information.