April 2020: Where we go from here
Rich Pickings: Fidelity's Asset Allocation Podcast · Fidelity International
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Show Notes
In this month's Rich Pickings we hear from Fidelity's global economist, Anna Stupnytska, about the likely scenarios she envisages playing out as the world moves through the coronavirus crisis. Global equities portfolio manager Jeremy Podger outlines how he is adjusting his portfolios in response, how he's valuing companies at this time of uncertainty, and which companies he's watching as a Darwinian era dawns on the corporate world. And oil: Richard Edgar, Editor in Chief, asks what the historic fall in prices into negative territory tells us about the state and future of the global economy. With additional contributions from Asia from portfolio manager Ian Samson.
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