Ready, steady, pitch! Analysts on their most exciting investment trends

Ready, steady, pitch! Analysts on their most ...

Up next

Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?

Will AI lead to mass layoffs? Are the costs already getting too much for companies? And are the billions of investment already starting to come good? Fresh from a visit to Silicon Valley, US equities portfolio manager Sam Thomas and tech analyst Jonathan Tseng answer these questi ...  Show more

Fidelity Answers: Where should I look if I need to play defence?

With AI soaking up the lion's share of investor attention (and capital), opportunities are appearing in other parts of the market to pick up quality assets at relatively attractive valuations. Seb Morton-Clark talks to Portfolio Managers Tristan Purcell and Alex Laing, and Direct ...  Show more

Recommended Episodes

Ready, steady, pitch! Analysts on their most exciting investment trends
Rich Pickings: Fidelity's Asset Allocation Podcast

In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers. Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they pr ...  Show more

The long-term themes challenging investors
Rich Pickings: Fidelity's Asset Allocation Podcast

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 ...  Show more

Catch 2022: What's in store for the year ahead
Rich Pickings: Fidelity's Asset Allocation Podcast

Chief investment officers and economists assess the policy dilemmas and big investment themes of 2022. Richard Edgar is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Romain Boscher, Global Chief Investment Officer for Equities, Anna Stupnytska, Chief Ec ...  Show more

Fixed Income Conversation Corner with Alex Obaza (T.Rowe Price) and Leslie Falconio (UBS CIO)
UBS On-Air: Market Moves

Our conversation outlines the current landscape for fixed income investors and where to locate opportunity within the asset class. We also discuss the road ahead for monetary policy, the economy and the broader markets. Featured are Leslie Falconio, Head of Taxable Fixed Income S ...  Show more