June's Rich Pickings podcast - Know your enemy

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Know your enemy
Understanding Covid-19 and its potential impact has become fundamental to shaping investment decisions. In this month's Rich Pickings we hear about the research that's being carried out by the investment teams on the virus, what they've learnt, and how it's filtering through to portfolios.

Richard Edgar, Editor in Chief, talks to Anna Stupnytska, Global Economist; Amit Lodha, Portfolio Manager; and Tom Ackermans, Equity Research Analyst and a lead on Fidelity's Covid Working Group. With additional contributions from Markets Research Analyst, Max Stainton.  



"The issue with the world economy is that the anaesthetist has shown up to give morphine but the doctor's still not shown up to do surgery."
Amit Lodha, Portfolio Manager