The Rich Pickings podcast - Where to from here
The Rich Pickings podcast


"I am quite surprised
by the optimism
of markets."
Jeremy Podger
Portfolio Manager


Listen to the podcast on the web here or scan this code with the camera on your mobile device:



Where we we go from here
In this month's Rich Pickings we hear from Fidelity's global economist, Anna Stupnytska, about the likely scenarios she envisages playing out as the world moves through the coronavirus crisis.

Global equities portfolio manager, Jeremy Podger, outlines how he is adjusting his portfolios in response, how he's valuing companies at this time of uncertainty, and which companies he's watching as a Darwinian era dawns on the corporate world.

And oil: Richard Edgar, Editor in Chief, asks what the historic fall in prices into negative territory tells us about the state and future of the global economy. With additional contributions from Asia from Portfolio Manager Ian Samson.