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.

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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 Investment Management in Asia Matt Quaife; and Lead Cross-Asset Strategist Wen-Wen Lindroth.

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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.

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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 suggests that income and growth investors need to rethink the role of bonds in their portfolios - temporarily at least.

Presented by Richard Edgar. 

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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 avoid long-lasting damage.

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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 topics with Editor in Chief Richard Edgar.

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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 uncertainty, and which companies he's watching as a Darwinian era dawns on the corporate world. And oil: Richard Edgar, Editor in Chief, asks what the historic fall in prices into negative territory tells us about the state and future of the global economy. With additional contributions from Asia from portfolio manager Ian Samson.

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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 behaviour.

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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.

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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.

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