Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

Tectonic shifts: Mapping the disruption to economies and supply chains

44:12
 
Share
 

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://ppacc.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.

  continue reading

101 episodes

Artwork
iconShare
 
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://ppacc.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.

  continue reading

101 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play