Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Articles by Andrew McCaffery
Fidelity International: "El momento importa"
La inflación ha descendido durante el año y los mercados están demostrando resistencia. Estas señales son positivas y han llevado a Fidelity International a revisar al alza su hipótesis de referencia para 2024 hasta el aterrizaje suave, con un crecimiento que se estabilizará cerca de la tendencia, según sus perspectivas de inversión para el segundo trimestre de 2024.
Kam letos s penězi? Musíte znát čtyři makroekonomické scénáře
Nikdy jsem nespravoval peníze tak, že bych přesně věděl, co se stane za 12 měsíců. Můžu mít osobní názor, ale dobré investování vyžaduje disciplínu, otevřenou mysl a připravenost reagovat na měnící se skutečnosti. Porozumět velkým ekonomickým, sociálním nebo politickým změnám je často možné až ve fázi, kdy jsou již v plném proudu a kdy jsou pevně zakotveny nové trendy. Aktuálně se nacházíme v první fázi dramatické změny režimu – od nízké inflace a stále klesajících úrokových sazeb k něčemu jinému.
Más riesgo, rendimientos más altos y cuatro trayectorias
Nunca he gestionado activos sabiendo qué va a pasar en los 12 meses siguientes. Puedo manejar una visión, pero invertir bien requiere disciplina, una mente abierta y estar preparado para reaccionar ante los hechos conforme van cambiando. A menudo resulta difícil comprender las grandes mutaciones económicas, sociales o políticas hasta que ya están en marcha y las nuevas tendencias están consolidadas.
Tu portal para invertir en Bolsa
Resistencia, refinanciación y riesgo de recesión - Perspectivas de inversión para el 4º trimestre de 20223 de Fidelity International
Los mercados han aguantado ante la perspectiva de recesión, pero no es ni mucho menos seguro que puedan seguir haciéndolo. El último trimestre del año suele prefigurar lo que se avecina y, con esta idea en mente, Andrew McCaffery, CIO global de Fidelity International, esboza tres cuestiones que, en su opinión, determinarán el rumbo de los mercados en 2024. 1.
Noticias de Andrew McCaffery
Actualizado a: . Cio global de gestión de activos de Fidelity International Varios son los factores que destaca Fidelity International a la hora de mostrar sus perspectivas de inversión para la parte final de año y que establecerán las pautas de actuación, en los mercados financieros, durante todo el próximo ejercicio. Actualizado a: .
Giving more to the world than you take
During the last 150 years, we have stressed the oceans, warmed the planet and overextended almost every natural resource. Nothing changes if nothing changes. And now, more than ever, real change requires a generation of leaders and businesses that think and act differently. We all know that change is hard. It's unsettling, time-consuming, and all too often, we give up at the first sign of a setback.
Utilizing EPR for Change and Growth
If you change how you look at things, the things you look at change. Change has been on the cards for some time in the packaging industry, and after all the talk, it's fast becoming a reality. Extended Producer Responsibility (EPR) is altering the landscape and packaging professionals must readjust to meet it. Across the board, businesses are facing unprecedented upheaval, prompting some to make changes in preparation for EPR. However, some smaller companies may not understand what is coming.
Según Fidelity International, los mercados oscilarán entre la resistencia y la fragilidad
Dado que los bancos centrales mantienen su postura restrictiva debido a las pertinaces presiones inflacionistas, la probabilidad de un aterrizaje suave está descendiendo, lo que contrasta con algunas áreas del mercado que están entrando en territorio de sobrecompra.
Previsiones para el tercer trimestre: entre la resiliencia y la fragilidad
Durante los dos trimestres anteriores, mis compañeros y yo hemos estado intentando navegar a nuestra manera la “policrisis”, la confluencia de presiones que creemos que podrían obligar a los bancos centrales a un ajuste excesivamente duro, desencadenando recesiones agudas.
plastic pollution
Ahead of the UN’s second International Negotiating Committee (INC-2) on establishing a global plastic pollution treaty, it will be no surprise that we’re advocating for legally binding global rules and comprehensive circular economy measures – a unique opportunity to accelerate systems change and end plastic pollution. Over five days, 150 member states, and 1,500 people, including world leaders and industry executives, will come together to negotiate the UN’s #GlobalPlasticsTreaty.
Navigating a New Era of Packaging Compliance
There’s a proverb that states: "If you want to go fast, go alone. If you want to go far, go together." When it comes to tackling waste, like the 92 million tons of packaging waste in Europe every year, there’s a far road ahead indeed. Making this journey will require truly continuous collaboration and learning.
Walking Wisely Into a New Era of Packaging Compliance
By Andrew McCaffery, Chief Strategy Officer There’s a proverb that states: "If you want to go fast, go alone. If you want to go far, go together." When it comes to tackling the 92 million tonnes of packaging waste in Europe every year, we have very far to go indeed. As a result, making this journey will require truly continuous collaboration and learning.
Walking wisely into a new era of packaging compliance
By Andrew McCaffery, chief strategy officer at Ecoveritas There’s a proverb that states: “If you want to go fast, go alone. If you want to go far, go together.” When it comes to tackling the 92 million tonnes of packaging waste in Europe every year, we have very far to go indeed. As a result, making this journey will require truly continuous collaboration and learning.
Tři ekonomická témata pro druhé čtvrtletí
Současná polykrize vstoupila do nové fáze. Zatímco ekonomiky odstartovaly rok 2023 tím, že jsou odolné, jedna z nejrychlejších epizod zvyšování úrokových sazeb v historii si nyní vybírá svou daň. Recese na vyspělých trzích se jeví jako nejpravděpodobnější situace. Alternativu k rozvinutým trhům může nabídnout Čína. Její opětovné otevření by mohlo poskytnout oddech trhům od východu po západ. Tvrdé vs.
Fidelity Update : How to invest for China’s next phase
China’s annual March legislative sessions are likely to reinforce the primacy of ensuring stable economic growth, and we expect the party leadership to back this up with accommodative policy settings. By Andrew McCaffery, Global CIO, Asset Management Listen to the full interview in the latest Rich Pickings podcast to hear Andrew McCaffery discuss his views on China. You can subscribe to the podcast on your mobile device by following this link.
The journey of a material in need of change
We need a fundamental revaluing of plastic in a world in which there is no silver bullet. Plastic has run unchecked and unregulated for 150 years. Many good things are happening, but with stringent regulation - through the entire product life cycle from concept through production, distribution and disposal – real change will happen. Inventive. Invaluable. Invasive.
Thriving in a circular economy
Few products have shaped the modern world more than plastics. It is incredible how they have worked their way into so many areas of life, having only existed in the most rudimentary form at the beginning of the 20th Century. Now, plastics have become a source of enormous concern. The amount of plastic finding its way into the marine environment has created a public backlash against the material.
Zamyšlení ke změně klimatu: Investoři nemohou vše vyřešit sami
Letošní konference o změně klimatu COP27 v Egyptě, která navazuje na podněty z konference COP26, nabízí příležitost realizovat loňské závazky a řešit problémy, jako například zabezpečení potravin, které vyvstaly v souvislosti s nedávnými klimatickými pohromami a vojenským konfliktem na Ukrajině. Způsob, jakým dnes produkujeme potraviny, přispívá ke změně klimatu a je jí ohrožen. Ceny potravin rostly již před válkou na Ukrajině.
Alimentos para la reflexión durante la COP 27
Última hora en elEconomista.es15 Aprovechando el impulso de la COP26, la COP27 que se celebra este año en Egipto brinda una oportunidad para llevar a la práctica los compromisos del año pasado y abordar problemas como la seguridad alimentaria, que han pasado al primer plano tras las catástrofes climáticas recientes y el conflicto en Ucrania. Conozca el portal elEconomista Inversión sostenible y ESG.
Food for thought at COP27
Building on the momentum from COP26, this year’s COP27 in Egypt offers a chance to implement last year’s pledges and tackle issues like food security brought to the fore by recent climate disasters and the Ukraine conflict. How we produce food today both contributes to climate change and is threatened by it. Food prices were already rising before the Ukraine war due to Covid-related supply chain issues, deglobalisation trends and higher input costs (eg fertiliser).
La buena salud de la economía sigue siendo clave para que China alcance sus metas
El XX Congreso del Partido Comunista, clausurado durante el fin de semana del 22-23 de octubre, se saldó con la confirmación del presidente Xi Jinping como secretario general del partido para un tercer mandato y la elección de un nuevo Comité Permanente de siete miembros.
Private markets and the need for climate unicorns
The transition to net zero remains critical to our physical and financial futures, not only to avoid climate change on a catastrophic scale, but also, as Russia’s war in Ukraine has thrown into stark relief, to ensure energy security. Private, as well as public, capital must therefore play an ever greater role in funding the emerging technologies that will help the world reach carbon neutrality in time.
Growing opportunities in Asian private equity in 2016
One of the main developments we noted in 2015 was the accelerating change in the nature of China’s growth. This is the transition from an outward facing manufacturing and export-driven economy to a more domestic, consumer-driven, services-orientated economy. Reflecting this, we saw consumption’s share of gross domestic product in China move up three percentage points in 2014 to 51%, with a further increase in 2015. Looking ahead to 2016, we see this trend continuing to accelerate.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with Andrew
Contact Andrew, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack