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The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25)
In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Louis-Vincent Gave, the fou…
2 years, 4 months ago
Rich Pickings: Higher rates - is the transmission mechanism broken... or just delayed
Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, …
2 years, 5 months ago
The Investor's Guide to China: Japanification (#24)
When you look at some of the big economic issues China is dealing with today—lacklustre growth, a real estate slump, price disinflation, or an ageing…
2 years, 5 months ago
Rich Pickings: Challenging the narrative on recession, inflation and rates
This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is j…
2 years, 7 months ago
The Investor's Guide to China: De-dollarisation (#23)
When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance f…
2 years, 8 months ago
The Investor's Guide to China: China Consumer (#22)
China’s economic rebound hasn’t been as strong as many anticipated. But then, it’s not that surprising, as no one was expecting any major stimulus li…
2 years, 8 months ago
Private Credit: What role could it play in traditional portfolios?
With the shifting fortunes of economies, what role could Private Credit play in traditional portfolios? Richard Edgar is joined by Fidelity’s Head of…
2 years, 9 months ago
Bioacoustics: Bonus interview with Dr Doug Gurr
Dr Doug Gurr, Director of London's Natural History Museum, joins Richard Edgar to discuss the urgency of tackling biodiversity loss and what the fina…
2 years, 10 months ago
Bioacoustics: Could sound solve biodiversity's data deficit?
How do you measure biodiversity? From the forests of Borneo, with the help of a pioneering team of scientists, Fidelity have followed a project to ex…
2 years, 10 months ago
The Investor’s Guide to China: Decarbonising China (#21)
2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by …
2 years, 10 months ago