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Challenging the narrative on recession, inflation and rates

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Manage episode 372265228 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://ppacc.player.fm/legal.

This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri.

And Nina Flitman takes a look at what the destocking trend in the chemicals sector could tell us about wider market stress with three analysts who cover the industry from different asset class perspectives.

See omnystudio.com/listener for privacy information.

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 372265228 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://ppacc.player.fm/legal.

This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri.

And Nina Flitman takes a look at what the destocking trend in the chemicals sector could tell us about wider market stress with three analysts who cover the industry from different asset class perspectives.

See omnystudio.com/listener for privacy information.

  continue reading

101 episodes

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