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.

Tectonic shifts: Mapping the disruption to economies and supply chains

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 tech cycles to The End of the Cycle, from downside protection to the upside of ESG, this show brings you in depth interviews and conversations with our analysts, portfolio managers and investment directors to tackle the big questions facing investors today.

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What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Editor in Chief Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grappling with them.
With additional contributions from Global Co-CIO Andrew McCaffery.  See omnystudio.com/listener for privacy information.

The long-term themes challenging investors

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbour.
With additional contributions from Fidelity's Global Macro Economist Anna Stupnytska. 
You can read more analysis from Peiqian Liu here, and you can hear more insights on our sister podcast The Investor's Guide to China here. See omnystudio.com/listener for privacy information.

Asia and Latin America are reshaping the world for investors

How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics?
For well over a decade we’ve been asking our worldwide network of sector analysts these questions (and about 80 more) - to get a unique bottom-up picture of the companies they cover. Their conclusions form Fidelity International's annual Analyst Survey.
This month, Fiona O'Neill, Head of Global Cross-Asset Research Capabilities, Gita Bal, Global Head of Fixed Income Research, and Kris Atkinson, Fixed Income Portfolio Manager, join Richard Edgar to dig through the results. 
With additional contributions from analysts Liz Brockway, Eric Tse and Aki Takaesu.
You can read the Analyst Survey in full here or on your local Fidelity website. See omnystudio.com/listener for privacy information.

Ready for a reset: Analyst Survey 2024

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha Wang, Ian Samson and Talib Sheikh. What can the investment stories of the year teach us about the year ahead?
With additional contributions from Lee Sotos and Patrick Graham.  See omnystudio.com/listener for privacy information.

What the lessons of 2023 can teach investors for the year ahead

Just a reminder that you still have time to submit your questions to our investment team for our Christmas special. You have until Friday 1st December to send your questions to editorial@fil.com. We look forward to hearing from you! See omnystudio.com/listener for privacy information.

Tectonic shifts: Mapping the disruption to economies and supply chains

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