Challenging the narrative on recession, inflation and rates episode artwork

EPISODE · Jul 26, 2023 · 40 MIN

Challenging the narrative on recession, inflation and rates

from Rich Pickings: Fidelity's Asset Allocation Podcast · host Fidelity International

This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri. And Nina Flitman takes a look at what the destocking trend in the chemicals sector could tell us about wider market stress with three analysts who cover the industry from different asset class perspectives. See omnystudio.com/listener for privacy information.

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Challenging the narrative on recession, inflation and rates

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This episode is 40 minutes long.

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This episode was published on July 26, 2023.

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This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager...

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