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Rich Pickings: Fidelity's Asset Allocation Podcast

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September 2019: The question of corporate profits

9/24/2019
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In this month's Rich Pickings our investment team gets under the skin of markets for a robust diagnosis of the global economy: are investors overestimating corporate profitability? We put the notion of 'Japanification' to the test, and hear why gold and department stores are weighing on the minds of portfolio managers. Plus a look at how Fidelity's House view has shifted over the summer break. Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist, Wen-Wen Lindroth, and...

Duration:00:34:40

July 2019: The spectre of inflation

7/19/2019
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In this month's Rich Pickings: has inflation really disappeared or does it remain lurking in the shadows? If so, what risk does it pose and how can investors guard against it? Plus, the thinking behind moves in Fidelity's House View - a more positive stance around equities in the short-term but a strongly negative rating for long-term government bonds. And why investors could be losing their sweet tooth for sugar. Richard Edgar, Editor in Chief, talks to Lead Cross-Asset Strategist, Wen-Wen...

Duration:00:28:24

June 2019: Trade tensions - the damage

6/11/2019
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Our investment teams have made a significant shift away from risk despite encouraging economic signals. Hear why in this month's Rich Pickings. Plus: to what extent is the US-China trade war weighing on their thinking? Richard Edgar, Editor in Chief, talks to Head of Asset Management in Asia Pacific, Paras Anand, Lead Cross-Asset Strategist, Wen-Wen Lindroth, and James Bateman, Chief Investment Officer for Multi Asset. With contributions from Ian Samson, Markets Research Analyst. **If you...

Duration:00:28:40

Birthday special: Two years on - what we got right (and wrong)

6/5/2019
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Rich Pickings is two years old and what better way to celebrate than to take two of our original guests back to what they said about the world in June 2017. What have events since then done to change their views? Richard Edgar, Editor in Chief, puts the memories of James Bateman, Chief Investment Officer for Multi Asset, and Bill McQuaker, Portfolio Manager, to the test. **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we dig deeper into a range of...

Duration:00:17:33

May 2019: Recession retreat

5/14/2019
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In this month's Rich Pickings we find out how Fidelity's house view has changed since April and ask the asset allocation group to explain their thinking. To what extent are trade wars and Fed pivots influencing their positioning? Richard Edgar, Editor in Chief, talks to Anna Stupnytska, Head of Global Macro Economics and Investment Strategy, Peter Khan, Portfolio Manager, and James Bateman, Chief Investment Officer for Multi Asset. We also hear from Markets Research Analyst Ian Samson...

Duration:00:27:46

April 2019: Arrivederci euro?

4/8/2019
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Welcome back! After a short break, we've returned to Fidelity's asset allocation group meetings, this time with a newly launched house view that aggregates the full range of perspectives from across the investment teams. We'll be keeping you updated on that as well as bringing into the studio a wider cast of guests to provide practical insights into the key topics informing those views. You can read more and follow those changing views at fidelityoutlook.com. This month: what to read from...

Duration:00:28:55

January 2019: Managers become buoyant despite dismal data

1/16/2019
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Fidelity’s Asset Allocation Group have decided on their positioning for January and here you can hear from some of the team on how they came to their conclusions, as well as where consensus was more difficult. Editor in Chief Richard Edgar talks to Multi Asset's Chief Investment Officer James Bateman, Anna Stupnytska, Head of Global Macro and Investment Strategy, and Nick Peters, Portfolio Manager. They review the latest Brexit developments, spar over how attractive the US is as an...

Duration:00:27:45

Christmas Special: Risk on

12/14/2018
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Just hours out of the final asset allocation group meeting of 2018 we hear from participants on how they are positioned for the end of the year and why. Richard Edgar, Editor in Chief, leads the discussion with Multi Asset's Chief Investment Officer James Bateman, Global Economist Anna Stupnytska, and Bill McQuaker, Portfolio Manager. They explain why now is the time to be taking on more risk and why 2019 is likely to be quite different to 2018. And if you enjoy Rich Pickings, why not try...

Duration:00:26:21

November 2018: Why Brexit doesn't matter (and why it does)

11/16/2018
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Listen here to find out how Fidelity’s Asset Allocation Group are positioned this month. Richard Edgar, Editor in Chief, leads the discussion with Multi Asset's Chief Investment Officer James Bateman, Markets Analyst Charlotte Harington, and Nick Peters, Portfolio Manager. Together they take a close look at Brexit and ask to what extent it really matters beyond the UK. We also hear from George Efstathopoulos, a Hong Kong-based Portfolio Manager, who provides an Asia perspective on Europe's...

Duration:00:21:41

October 2018: An increasingly defensive posture

10/16/2018
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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 October debrief, hosted by Richard Edgar, Editor in Chief. Multi Asset's Chief Investment Officer James Bateman, Markets Analyst Charlotte Harington, and Eugene Philalithis, Portfolio Manager, take a look at recent market turbulence and what its wider implications could be, and why Asia might be a good place to look for opportunity. We also hear from Matt Quaife,...

Duration:00:22:35

September 2018: A world at the mercy of America

9/18/2018
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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 September debrief, hosted by Richard Edgar, Editor in Chief. Multi Asset's Chief Investment Officer James Bateman, Markets Analyst Charlotte Harington, and Matt Quaife, Portfolio Manager, discuss their views on the pressures facing emerging markets - and likely spillover - aswell as the increasingly central role that the US is playing in world markets and why it...

Duration:00:19:58

August 2018: Could Turkey's turmoil travel?

8/16/2018
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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 August debrief, hosted by Richard Edgar, Editor in Chief. Global Economist Anna Stupnytska, Portfolio Manager George Efstathopoulos and Multi Asset CIO James Bateman discuss the likelihood of a financial shock from the Turkey crisis spilling over into not just emerging but also developed markets - and where the contagion might be most significant if it does. And we...

Duration:00:22:46

July 2018: Grit in the system risks 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 markets....

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 for...

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 algorithmic...

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