show episodes
 
Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...
 
Fidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking. As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on- ...
 
The purpose of this podcast is to provide unclassified information about current trends in homeland security for the state of New Jersey, as well as educational information and resources for your awareness. Please feel free to add this podcast to your RSS feed or iTunes. You can also follow NJOHSP on Twitter @NJOHSP and Facebook. All links can be found in the show notes and on our website www.njohsp.gov.
 
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show series
 
The speed and efficiency of vaccine programmes varies greatly from country to country. What does that mean for the re-opening of the global economy? To find out, this month Richard Edgar talks to Amit Lodha, global equities portfolio manager; Judith Finegold, a portfolio manager with a healthcare focus and a lead on Fidelity's Covid working group; …
 
At the end of a year that tested policy makers, challenged investors, and remodelled economies Richard Edgar asks Global Chief Investment Officer Andrew McCaffery and Portfolio Manager Charlotte Harington to listen back to what they said as the crisis unfolded. What were they thinking as markets plummeted and then soared? What were the calls they m…
 
What impact has the Covid-19 pandemic had on climate policies, companies' approach to environmental issues, and the market for green securities? Editor in Chief Richard Edgar talks to three of Fidelity International's climate investment specialists to understand what's in store for this expanding market: portfolio managers Velislava Dimitrova and K…
 
Exclusive research carried out by Fidelity International reveals the changes taking place in the boardrooms of China and amongst its investors. In this podcast, Editor in Chief Richard Edgar discusses the research with Global Head of Sustainability Jenn-Hui Tann and Portfolio Manager Flora Wang and what it's telling us about corporate engagement in…
 
The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avo…
 
In this penultimate episode of a year that took everyone by surprise we hear from Fidelity's chief investment officers about how to approach the next twelve months. Richard Edgar, Editor in Chief, talks to Chief Investment Officer for Fixed Income, Steve Ellis; Chief Investment Officer for Asia Pacific, Paras Anand; and Global Economist Anna Stupny…
 
With US elections round the corner we thought this episode from our sister podcast, Rich Pickings, would be of interest to listeners. Fidelity's Global Head of Macro Salman Ahmed talks to Editor in Chief Richard Edgar about what the radically different policies proposed by the two potential administrations could mean for markets and investors. See …
 
With the US elections fast approaching we take stock of what the radically different policies proposed by the two potential administrations could mean for markets and investors. Richard Edgar talks to Fidelity's Global Head of Macro Salman Ahmed. See omnystudio.com/listener for privacy information.By Fidelity International
 
Fidelity CIO Andrew McCaffery talks with Editor in Chief Richard Edgar about: - the role of confidence in recovery - how robust the US economy is in the face of election turbulence - what investors can do to protect portfolios and where China can help See omnystudio.com/listener for privacy information.…
 
How should investors approach the road to recovery and its inevitable potholes? This month, Editor in Chief Richard Edgar discusses rebounds, stimulus, second waves, and the likelihood of inflation with Chief Investment Officer for Fixed Income Steve Ellis; Global Economist Anna Stupnytska, and Portfolio Manager Charlotte Harington; with additional…
 
The Covid-19 crisis has seen a dramatic turnaround for the banking sector. Vilified for the Global Financial Crisis, banks this time have been a key part of the solution acting as essential shock absorbers for economies across the world. But as debts rise, rates fall, and economic growth peters out, what will it mean to be a lender in a crisis? Has…
 
What are Fidelity's almost 150 analysts saying about the state of the corporate world? Where does management sentiment stand across all regions and all sectors? Richard Edgar talks over the latest findings from Fidelity's Analyst Survey with Global Head of Research for Fixed Income, Gita Bal; Director of Equities, Terry Raven; and editor of the sur…
 
We're back from the summer break and to get things going Richard Edgar hears from Chief Investment Officer Andrew McCaffery about where market expectations find themselves, what the latest signals from the Fed could mean for investors, and how to recognise resilience. See omnystudio.com/listener for privacy information.…
 
The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avo…
 
A deeply divided America heads to the ballot box in three months. Incumbent President Trump faces Democratic nominee Joe Biden in an election that's taking place in the midst of a health crisis, a faltering economy, and widespread social unrest. This month we ask the investment teams how they're positioning for the turmoil and what November's resul…
 
Fidelity's global Chief Investment Officer Andrew McCaffery assesses the scale and effectiveness of state intervention that lead to a remarkable second quarter for markets, and summarises his outlook for the third quarter and beyond. Also covered: - the new normal for Fidelity staff as lockdown restrictions change around the world, and how we're in…
 
A commodity price crash, an extraordinary demand shock, and a mooted 'green' recovery have brought the structural changes facing the energy industry into sharp relief. As societies are forced to think more carefully about how to build resilience against future crises we look at the impact on an industry that underpins every aspect of our lives. Ric…
 
Understanding Covid-19 and its potential impact has become fundamental to shaping investment decisions. In this month's Rich Pickings we hear about the research that's being carried out by the investment teams on the virus, what they've learnt, and how it's filtering through to portfolios. Richard Edgar, Editor in Chief, talks to Anna Stupnytska, G…
 
When will things get back to normal and to what extent will companies and economies bounce back? These are just two of the questions being answered by around 150 analysts in this month's survey. To provide context to the latest results Richard Edgar, Editor in Chief, talks to Marty Dropkin, Global Head of Research for Fixed Income; Fiona O'Neill, D…
 
The 2020 pandemic has opened the eyes of governments to how critical a robust digital infrastructure is to their economies. The time spent online by businesses and consumers for both work and leisure has rocketed - and early indicators show that these changes are structural. There's no going back. To find out how the Covid-19 crisis is changing the…
 
Fidelity Chief Investment Officer Andrew McCaffery joins Richard Edgar to talk through the dissonance between buoyant markets and gloomy economic data, worrying signals in the current rally, and how important the US election and Brexit might be in the context of a global pandemic. See omnystudio.com/listener for privacy information.…
 
With the ever-evolving terrorism threat landscape, communication between law enforcement entities is more crucial than ever. In today’s episode, Special Agent Scott Robinson joins us to discuss the FBI’s role in counterterrorism efforts and how its partnerships with NJOHSP and other law enforcement agencies help keep New Jersey safe.…
 
The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avo…
 
In this month’s Rich Pickings we hear why inflation is likely to be some way off, how portfolios are being adjusted as the old rules are torn up, and why past experience means recovery policies could look very different this time. Joining Editor in Chief Richard Edgar is Global Economist Anna Stupnytska; Portfolio Manager and Head of Multi Asset In…
 
The latest survey of almost 150 analysts shows the first signs of dispersion in expectations for sectors. We look at which are likely to do better during the Covid crisis and why. Plus, new ESG-focused questions reveal how social issues are moving up the agenda at almost all companies. Richard Edgar, Editor in Chief, talks to Marty Dropkin, Global …
 
Fidelity CEO Anne Richards analyses the market's response to the coronavirus crisis and, as we move into a world living with the consequences, explores what has to change in supply chains, corporate aims, and capitalism itself. Presented by Richard Edgar, editor in chief. See omnystudio.com/listener for privacy information.…
 
Homeland security and law enforcement professionals have taken notice of the rise in activity by white supremacist extremists. Individuals and groups following this ideology have cited the concept of accelerationism to justify their actions and evolved their tactics to include posting manifestos and livestreaming their attacks. The arrest of a Camd…
 
As the Covid-19 lockdown transforms consumer behaviour there is one sector that has had to adapt faster than any other: retail. Shuttered shops have forced companies to either expand their delivery businesses or rapidly develop them. The pivot has affected not just the retailers but their suppliers and even their landlords who are racing to keep up…
 
In our regular check-in with Fidelity's chief investment officer Andrew McCaffery, we cover the past week in the markets, long term challenges for central banks, and the question of how to diversify a portfolio when assets don't behave as they once did. We also speak to Henk-Jan Rikkerink, the head of our Multi Asset and solutions teams. He suggest…
 
Federal Reserve chair Jerome Powell's comments this week echo what our Chief Investment Officer Andrew McCaffery has been telling us for some time - that a quick V-shaped recovery is unlikely. Today we look at why that is, what governments and private firms can do to aid future recoveries, and why greater international cooperation is needed to avoi…
 
Market volatility has given the research team the perfect opportunity to put Fidelity's sustainability ratings through their paces and ask the question: do good ESG credentials lead to a better performance in a downturn? The results are eye-opening. To explain the research and what it means for sustainable investing at Fidelity and beyond, Editor i…
 
With fixed income and equities markets seemingly entering a more benign phase after record swings in recent weeks, should we be looking to the oil price instead for a better guide to future prospects? And as central banks pump in trillions of liquidity, could inflation be on the radar? Chief Investment Officer Andrew McCaffery discusses these topic…
 
The CIO updates are now publishing exclusively on our sister channel, Rich Pickings. With fixed income and equities markets seemingly entering a more benign phase after record swings in recent weeks, should we be looking to the oil price instead for a better guide to future prospects? And as central banks pump in trillions of liquidity, could infla…
 
In this month's Rich Pickings we hear from Fidelity's global economist, Anna Stupnytska, about the likely scenarios she envisages playing out as the world moves through the coronavirus crisis. Global equities portfolio manager Jeremy Podger outlines how he is adjusting his portfolios in response, how he's valuing companies at this time of uncertain…
 
How are economic data playing into markets and what is scenario planning telling us about how to approach different asset classes during the pandemic? Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where we find ourselves after the Easter break and how the support of central banks is influencing investor beha…
 
How are economic data playing into markets and what is scenario planning telling us about how to approach different asset classes during the pandemic? Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where we find ourselves after the Easter break and how the support of central banks is influencing investor beha…
 
The global coronavirus shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month, raising concerns about a looming solvency squeeze. Marty Dropkin, Head of Research for Fixed Income, and Fiona O'Neill, Director of Equities, join Editor-in-Chief Richard Edgar and Survey Editor George…
 
Despite experiencing significant organizational changes in 2019, terrorist groups overseas continued their calls for attacks against the United States and other Western interests abroad. Al-Qa’ida considers itself the de facto leader of the global jihadist movement while leaning heavily on the operations of its affiliates to motivate supporters. De…
 
Fidelity's Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about why we might see a change in market leadership as China and other parts of Asia benefit from their handling of the pandemic, and what public rescues of private companies mean for sustainable investing. See omnystudio.com/listener for privacy informatio…
 
Fidelity's Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about why we might see a change in market leadership as China and other parts of Asia benefit from their handling of the pandemic, and what public rescues of private companies mean for sustainable investing. See omnystudio.com/listener for privacy informatio…
 
Fidelity's Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where markets find themselves in response to both the pandemic and the oil price, the possibilities emerging in credit markets, and how the crisis might re-frame the active-passive debate. See omnystudio.com/listener for privacy information.…
 
Fidelity's Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where markets find themselves in response to both the pandemic and the oil price, the possibilities emerging in credit markets, and how the crisis might re-frame the active-passive debate. See omnystudio.com/listener for privacy information.…
 
This podcast is from our sister channel Fidelity Answers. Subscribe for more market expertise on topics ranging from electric vehicles to investing in China. It's hard to see into the future when so much is up in the air. But in this podcast we try and decipher some of the early indicators of what a post-coronavirus world might look like. What chan…
 
It's hard to see into the future when so much is up in the air. But in this podcast we try and decipher some of the early indicators of what a post-coronavirus world might look like. What changes will take place in the corporate landscape and how will the role of the state play out? Which companies will emerge stronger and which will be utterly tra…
 
Fidelity's Chief Investment Officer Andrew McCaffery - complete with his new home podcasting kit - talks to Editor in Chief Richard Edgar about where we are in the coronavirus crisis, the speed and consequences of huge government stimulus interventions, and how analysts and portfolio managers are looking for idiosyncratic opportunities. See omnystu…
 
Fidelity's Chief Investment Officer Andrew McCaffery - complete with his new home podcasting kit - talks to Editor in Chief Richard Edgar about where we are in the coronavirus crisis, the speed and consequences of huge government stimulus interventions, and how analysts and portfolio managers are looking for idiosyncratic opportunities. See omnystu…
 
This podcast is from our sister channel Fidelity Answers. Subscribe for more market expertise on topics ranging from electric vehicles to investing in China. In this episode, Chief Investment Officer for Fidelity International, Andrew McCaffery, talks to Richard Edgar about how latest market developments square up to similar past events, how he's a…
 
Chief Investment Officer for Fidelity International, Andrew McCaffery, talks to Richard Edgar about how latest market developments square up to similar past events, how he's advising portfolio managers, and what's helping him to navigate the liquidity and logistical challenges of the pandemic. See omnystudio.com/listener for privacy information.…
 
Over 150 analysts across Fidelity's global network have reported on how they think their sectors and companies are positioned to manage with the fall-out from the coronavirus pandemic. Their observations are based on the very latest conversations they've been having with their companies' management teams. Discussing the findings with Editor in Chie…
 
How do you manage funds in the face of extreme volatility? What strategies or asset classes provide the best defences? In this second episode for March, Portfolio Manager Eugene Philalithis talks to Editor in Chief Richard Edgar about how he's navigating the current market turbulence. See omnystudio.com/listener for privacy information.…
 
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