Переходьте в офлайн за допомогою програми Player FM !
Tectonic shifts: Mapping the disruption to economies and supply chains
Manage episode 324344486 series 2309172
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 disrupted supply chains, persistent inflation, and a realignment of geopolitics, we take a closer look at how investors can navigate these seismic changes. Carsten Roemheld is joined by Global Head of Macro and Strategic Asset Allocation Salman Ahmed, Head of Multi Asset Investment Management for Europe Eugene Philalithis and Senior Sovereign Analyst Andressa Tezine to discuss the implications for asset allocation.
With additional contributions from Director of Global Equity Research, Fiona O'Neill.
Read the latest thinking from Fidelity International here.
Read Salman's piece on Remapping China risks.
See omnystudio.com/listener for privacy information.
101 епізодів
Manage episode 324344486 series 2309172
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 disrupted supply chains, persistent inflation, and a realignment of geopolitics, we take a closer look at how investors can navigate these seismic changes. Carsten Roemheld is joined by Global Head of Macro and Strategic Asset Allocation Salman Ahmed, Head of Multi Asset Investment Management for Europe Eugene Philalithis and Senior Sovereign Analyst Andressa Tezine to discuss the implications for asset allocation.
With additional contributions from Director of Global Equity Research, Fiona O'Neill.
Read the latest thinking from Fidelity International here.
Read Salman's piece on Remapping China risks.
See omnystudio.com/listener for privacy information.
101 епізодів
Усі епізоди
×Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.