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Tectonic shifts: Mapping the disruption to economies and supply chains
Manage episode 324344486 series 2309172
Content provided by Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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.
101 episoade
Distribuie
Manage episode 324344486 series 2309172
Content provided by Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rich Pickings: Fidelity's Asset Allocation Podcast and Fidelity International or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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.
101 episoade
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Similar cu Rich Pickings: Fidelity's Asset Allocation Podcast
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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Find distressed properties for pennies on the dollar and turn them for huge profits!
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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