July's CIO update: What to expect this summer

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 interacting with clients and invested companies- what to expect from markets as we get closer to November's US election- the sharp rise in interest in ESG considerations in conversations with clients Hosted by Richard Edgar, editor in chief.See omnystudio.com/listener for privacy information.

Om Podcasten

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. --- This podcast is provided for information purposes only and is intended only for the person or entity to which it is sent or downloaded by. It must not be reproduced or circulated to any other party without prior permission of Fidelity. Fidelity Personal Investing does not give personal recommendations. The value of investments can go down as well as up so you may get back less than you invest. For other important legal notices please see our website: www.fidelity.co.uk/professional/about/