Insights from a CIO: Elections, China and interest rates
In this special and longer-than-usual episode, we get inside the heads of Andrew McCaffery, Fidelity’s Global CIO and Paul Taylor, Head of Investments in Australia to take us through how we’re currently seeing the world reflect on our latest Analyst Survey. Is China still investable? What may be the global ramifications from the upcoming US elections? And where do we think interest rates will finally land?
Because we know time is a precious commodity, you can jump ahead by using the time stamps below. Otherwise you may want to consider listening at 1.25-1.5x.
Episode guide
01.30 Lessons from…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.