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Rich Pickings: Fidelity's Asset Allocation Podcast

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July 2018: Grit in the system risks an unravelling of global economy

7/13/2018
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Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their July debrief, hosted by Richard Edgar, Editor in Chief. Anna Stupnytska, Global Economist, Markets Analyst Charlotte Harington, and Portfolio Manager Bill McQuaker debate how to read current market sentiment and why investors should start paying more attention to the trade war between the US and China. We also hear from Multi Asset CIO James Bateman on what he sees...

Duration:00:25:24

June 2018: Market disconnect - time to tread carefully

6/21/2018
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Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their June debrief, hosted by Richard Edgar, Editor in Chief. James Bateman, CIO Multi Asset, Markets Analyst Charlotte Harington, and Portfolio Manager Eugene Philalithis explain why there’s a shift in sentiment over Europe and try to square the mixed messaging coming from central banks. Separately, Portfolio Manager Matt Quaife talks about his concern with credit...

Duration:00:21:55

May 2018: Increased caution leads to an "historic moment"

5/23/2018
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Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their May debrief, hosted by Richard Edgar, Editor in Chief. Portfolio Manager Matt Quaife, Markets Analyst Charlotte Harington, and James Bateman, Chief Investment Officer, discuss how a deteriortion in economic data has led to increased caution amongst the asset allocation group and explain its impact on their positioning. With additional contribution from Research...

Duration:00:19:22

April 2018: Tougher but not terrible

4/15/2018
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Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their April debrief, hosted by Richard Edgar, Editor in Chief. Portfolio Manager Pek Ng, Research Analyst Ian Samson, and James Bateman, Chief Investment Officer, explain their positioning and the need to be more active on equities. The team also reveal their hot cakes and hot potatoes: India, the Russian rouble, and US growth equities all feature - but in which...

Duration:00:18:25

March 2018: Hedging for global growth concerns

3/8/2018
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Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their March debrief, hosted by Richard Edgar, Editor in Chief. Markets Analyst Charlotte Harington, Portfolio Manager Bill McQuaker, and James Bateman, the team’s Chief Investment Officer, disclose how and why the asset allocation group has repositioned itself - specifically with regards to fixed income and the US. The team also declare their hot cakes and hot potatoes...

Duration:00:20:17

Feb 2018: Changing patterns - a return to normal?

2/14/2018
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Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their February debrief, hosted by Richard Edgar, Editor in Chief. Markets Analyst Charlotte Harington, Portfolio Manager and Head of the Quant Research Team in Multi Asset Rahul Srivatsa, and James Bateman, the team’s Chief Investment Officer, take a closer look at recent market gyrations - and reveal how it’s fuelled debate within the team - as well the role of...

Duration:00:16:59

Jan 2018: Goldilocks and the return of the bear

1/30/2018
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Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their January debrief, hosted by Richard Edgar, Editor in Chief. Markets Analyst Charlotte Harington, Portfolio Manager Bill McQuaker, and James Bateman, the team’s Chief Investment Officer, debate any likely rotation related to the market’s extended bull run, as well as their predictions for inflation and how - or if - central banks will react. With additional...

Duration:00:22:18

December 2017: No flashing warning signs - yet

12/18/2017
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Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their December debrief, hosted by Richard Edgar. Eugene Philalithis, Portfolio Manager, Charlotte Harington, Markets Analyst, and James Bateman, the team’s Chief Investment Officer, discuss the warning signs they look for to work out if markets are approaching a tipping point and outline their base cases for equities in 2018. Then the team reveal their hot cakes and hot...

Duration:00:13:43

November 2017: Bill McQuaker's most beautiful index

11/29/2017
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Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and here you can listen in on their November debrief. Bill McQuaker, Portfolio Manager, Charlotte Harington, Markets Analyst, and James Bateman, the team’s Chief Investment Officer, cover Japan, feeling the heat despite an upswing in the Fidelity Leading Indicator, and the index Bill describes as "a thing of beauty". -- This podcast is for Investment Professionals only and should not be relied on by...

Duration:00:18:51

October 2017 - Central Bank psychodrama

10/13/2017
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Top members of Fidelity’s Asset Allocation Group gather to discuss how they are positioned this month - and you get to listen in to their debrief. Ayesha Akbar, Portfolio Manager, Anna Stupnytska, Global Economist, and James Bateman, the team’s Chief Investment Officer, tackle Central Bank hawkishness, emerging market positivity, and tell Richard Edgar which European country is this episode's hot cake. -- This podcast is for Investment Professionals only and should not be relied on by...

Duration:00:12:07

September 2017: A pessimist's optimism; alternatives when everything looks expensive

9/26/2017
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Against a backdrop of increasing geopolitical tensions, members of Fidelity’s Asset Allocation Group gathered to discuss how they are positioned for the month - and this is their debrief. Anna Stupnytska, Global Economist, Mike Costa, Assistant Portfolio Manager and James Bateman, the team’s Chief Investment Officer, tell Richard Edgar why there's no point positioning for binary political outcomes, where to go when everything looks expensive and what assets they’d drop like a hot...

Duration:00:13:47

August 2017: Inflation ain't what it used to be

8/18/2017
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As an eerie calm settled over markets, members of Fidelity’s Asset Allocation Group gathered this week to discuss how they are positioned. Anna Stupnytska, Global Economist, Kevin O'Nolan, Portfolio Manager and James Bateman, the team’s Chief Investment Officer, tell Richard Edgar why inflation ain’t what it used to be, why today feels a little like 1927 and what assets they’d drop like a hot potato. -- This podcast is for Investment Professionals only and should not be relied on by...

Duration:00:15:06

July 2017: Don't call the bear too early

7/25/2017
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How is our Multi Asset team positioned this month? After another intense Asset Allocation Group meeting, Richard Edgar, Editor-in-Chief, debriefs with: Anna Stupnytska - Global economist, and former rower. Eugene Philalithis - Multi Asset portfolio manager, and Star Wars fan. James Bateman - Chief Investment Officer, Multi Asset, and former weightlifter. They discuss why it would be a mistake to call the bear market too early, consider the impact of diverging central bank policies,...

Duration:00:15:02

June 2017: An utterly joyless bull market

6/15/2017
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How is our Multi Asset team positioned this month? Following the monthly Asset Allocation Group meeting, Richard Edgar, Editor-in-Chief, debriefs with: Anna Stupnytska - Global economist, and a Ukrainian (not Russian) Bill McQuaker - Multi Asset portfolio manager, and 'arch-pragmatist' James Bateman - Chief Investment Officer, Multi Asset, and clarinetist They discuss why the recent Fed meeting was 'incredible', examine how markets often lag macroeconomics, and reflect on the 'utterly...

Duration:00:16:01