Editor in Chief Richard Edgar returns for this month's CIO update. He's joined by Fidelity's Global Chief Investment Officer Andrew McCaffery to discuss the risks for growth, how central banks are navigating inflation, and what this all means for asset allocation including a look at alternatives. 

Read more at fidelityinternationl.com

See omnystudio.com/listener for privacy information.

From the energy transition to withdrawing from Russian assets, the conflict in Ukraine has put environmental, social and governance issues in the spotlight for businesses and investors. Carsten Roemheld is joined by Portfolio Manager Caroline Shaw, and Portfolio Manager and Director of Equities for the Emerging Markets team Punam Sharma to discuss how companies can navigate these challenges, and the implications for asset allocation.

With additional contributions from Fidelity's Global Chief Investment Officer Andrew McCaffery, and analysts Ben Eaton and Calum Emslie. 

See omnystudio.com/listener for privacy information.

Carsten Roemheld speaks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about the challenges posed by the volatility moving through markets and what it means for investors.

Read more at fidelityinternational.com/latest-thinking

See omnystudio.com/listener for privacy information.

Carsten Roemheld speaks to Fidelity International's Global Chief Investment Officer Andrew McCaffery about his recent trip to Asia, the latest market developments and how they have informed his investment views.

Read more at fidelityinternational.com

See omnystudio.com/listener for privacy information.

One month on from the start of the war in Ukraine, the knock-on effects for the global economy and the old world order are becoming clearer. With disrupted supply chains, persistent inflation, and a realignment of geopolitics, we take a closer look at how investors can navigate these seismic changes. Carsten Roemheld is joined by Global Head of Macro and Strategic Asset Allocation Salman Ahmed, Head of Multi Asset Investment Management for Europe Eugene Philalithis and Senior Sovereign Analyst Andressa Tezine to discuss the implications for asset allocation. 

With additional contributions from Director of Global Equity Research, Fiona O'Neill.

Read the latest thinking from Fidelity International here. 

Read Salman's piece on Remapping China risks.

See omnystudio.com/listener for privacy information.

Carsten Roemheld speaks to Fidelity International's Chief Investment Officer Andrew McCaffery about the questions facing investors on China and the war in Ukraine, and how markets have reacted to the Fed's rate hike. 

Read Andrew's piece on China's stance in the Ukraine crisis: A time for cool heads as the global order shifts

Read the latest thinking from Fidelity International here. 

See omnystudio.com/listener for privacy information.

Carsten Roemheld speaks to Fidelity International's Chief Investment Officer Andrew McCaffery about the widening economic repercussions of the war in Ukraine.

Read more at fidelityinternational.com

Credits

5.20: ECB President Christine Lagarde speaking on March 10, 2022.

See omnystudio.com/listener for privacy information.

As the humanitarian disaster continues to unfold in Ukraine and with the backdrop of more severe sanctions against Russia, Global Chief Investment Officer Andrew McCaffery talks to Carsten Roemheld about the economic consequences, the market implications, and the positioning of Fidelity's core asset allocation.

Read more at fidelityinternational.com/latest-thinking

See omnystudio.com/listener for privacy information.

On the day that Russian forces launch a full-scale military invasion of Ukraine Fidelity's Global Chief Investment Officer Andrew McCaffery explains to Carsten Roemheld the likely repercussions for markets and central banks.

Read more at fidelityinternational.com/latest-thinking

See omnystudio.com/listener for privacy information.

Volatile markets, unpredictable governments, rising costs - how does one begin to run a company in such uncertain times? How are managers feeling about the coming year, what are their plans and what are the implications for investors? We’ve asked over 150 of our global research team for their views as part of Fidelity International’s annual Analyst Survey.

Carsten Roemheld digs through the key findings with Global Head of Research for Fixed Income Gita Bal, Director of Global Equity Research Fiona O'Neill, and Portfolio Manager Caroline Shaw. With additional contributions from Global Chief Investment Officer Andrew McCaffery and analysts and portfolio managers Cenk Simsek, Rebecca Clements and Alice Li.

Read the full annual Analyst Survey from Fidelity International here.

See omnystudio.com/listener for privacy information.