July's CIO update: What to expect this summer
Rich Pickings: Fidelity's Asset Allocation Podcast · Fidelity International
Audio is streamed directly from the publisher (traffic.omny.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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.