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The Investor's Guide to China: Supply Chains (#13)
Now over two years into this pandemic and the world is still battling some serious supply chain disruptions - all the more so, of course, with the wa…
3 years, 10 months ago
Rich Pickings: Tectonic shifts - mapping the disruption to economies and supply chains
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 dis…
3 years, 11 months ago
The Investor's Guide to China: Debt (#12)
A lot of the financial headlines we’re seeing about China lately involve debt of one form or another. It could be a real estate company that borrowed…
3 years, 11 months ago
Rich Pickings: Mind the roadblocks - the 2022 Analyst Survey
Volatile markets, unpredictable governments, rising costs - how does one begin to run a company in such uncertain times? How are managers feeling abo…
4 years ago
Rich Pickings: Central bank watch - planning for policy shifts
In our first episode of the year we hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022. How …
4 years, 1 month ago
ESG at an industrial titan: BHP’s chief executive on the hard decisions
How do you forge a sustainable future when you're the CEO of one of the world's biggest mining companies? BHP Chief Executive Mike Henry talks to Fid…
4 years, 2 months ago
2021: A sustainability odyssey
The pandemic and COP26 made 2021 a big year for sustainability. In this final podcast of the year we round up the main themes and ask where next for …
4 years, 2 months ago
The Investor's Guide to China: Demographics (#11)
China’s labour pool is shrinking as the population ages and more people retire than enter the workforce. How people save and invest as they think abo…
4 years, 3 months ago
Rich Pickings: Catch 2022 - what's in store for the year ahead
Chief investment officers and economists assess the policy dilemmas and big investment themes of 2022.
Richard Edgar is joined by Steve Ellis, Globa…
4 years, 4 months ago
Rich Pickings: Practical (and green) investing for the climate transition
Climate change is a complex and ever-changing challenge for markets. In this podcast we hear how investors can map a path through the transition whil…
4 years, 4 months ago