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PODCAST

Fidelity Answers: The Investment Podcast

Fidelity International

Fidelity Answers is an investor"s podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.

business investing

All Episodes

32:41

The Investor's Guide to Asia: Korean value and the...

Fidelity Answers: The Investment Podcast ·

2025/10/31

It’s one of this year’s global stock market success stories: South Korean equities are emerging from decades in the shadows as reforms of corporate governance change the way foreign capital sees the Seoul market. With the help of fund managers Jochen Breuer and Lynda Zhou, this month’s podcast investigates whether that surge in confidence is really justified, what else needs to be done for it to continue, and where in the region is also making advances when it comes to shareholder

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38:52

The Investor's Guide to Asia: Why Asia high yield is...

Fidelity Answers: The Investment Podcast ·

2025/09/15

From Indian renewables operators to Bangkok banks, the Asia high yield market has moved on from China’s property sector problems, and annualised returns over the last three years are running in double digits. But what are the risks? Stuart Rumble and Taosha Wang talk to fund managers Tae Ho Ryu and Terrence Pang. We also hear from Fidelity Asia economist Peiqian Liu on the latest macro signals and portfolio manager Theresa Zhou on China’s stock market rally.See omnystudio.com/listener

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32:17

Fidelity Answers: Markets look weird, how can I build...

Fidelity Answers: The Investment Podcast ·

2025/09/10

Doubts over interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final months of 2025. Seb Morton-Clark and co-host Caroline Shaw assess the risks - and what we should be doing about them - with portfolio managers James Durance and Tristan Purcell. With additional contributions from real estate credit analyst Othman El Iraki.See omnystudio.com/listener for privacy information.

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36:30

Fidelity Answers: Why is Silicon Valley so obsessed...

Fidelity Answers: The Investment Podcast ·

2025/07/24

Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confessed AI sceptic) Dmitry Solomakhin, plus technology analyst Jonny Tseng, join Seb Morton-Clark to discuss their thinking around AI. Watch more from Jonny's research trip to Silicon Valley here.See omnystudio.com/listener for privacy information.

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37:12

Fidelity Answers: What if Treasuries aren't so safe...

Fidelity Answers: The Investment Podcast ·

2025/06/26

Long-dated US Treasuries, the most popular go to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead? Fund managers Mike Riddell and Tim Foster join Seb Morton-Clark and Katie Roberts to discuss what investors need to consider when they're looking for the bonds that can shore up their allocations. And analyst Andressa Tezine explains why 2025 might be the year for emerging markets and where to look for

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34:24

Fidelity Answers: US or Europe, where should you...

Fidelity Answers: The Investment Podcast ·

2025/05/21

Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But through a period of substantial change in policy, and even the post-war globalisation consensus itself, that debate has become a live one. Host Seb Morton-Clark is joined by Director Charlie Wood and Fund Managers Marcel Stotzel and Ashish Bhardwaj to discuss whether investors should stick with the new US or look elsewhere. And analystEmma Newey Clarkexplains to

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31:27

The Investor's Guide to Asia: The great tariff reshape

Fidelity Answers: The Investment Podcast ·

2025/05/08

China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund managerGeorge Efstathopoulosand Asia EconomistPeiqian Liujoin hostsStuart RumbleandTaosha Wangto discuss China's prospects for the year ahead and how tariffs could reconfigure investment trends across the region as a whole. With additional contributions from analyst Kitty Yangon why there's now money to be made in Japanese banks.See omnystudio.com/listener for privacy

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34:31

Fidelity Answers: How should investors respond to a...

Fidelity Answers: The Investment Podcast ·

2025/04/14

An opportunity for the euro? Time to buy gold? Or the advantages of cash in a crisis where interest rates aren’t already at zero. The opportunities and risks of a period of profound volatility on markets dominate the latest Fidelity Answers podcast with multi asset fund managers Talib Sheikh and Caroline Shaw joining hosts Rosie McMellin and Ben Moshinsky. And hear why Fidelity’s analysts think tariffs will be more punitive for America than Asia, with Ben Traynor. (This discussion was

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33:58

The Investor's Guide to Asia: Innovation

Fidelity Answers: The Investment Podcast ·

2025/03/13

Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities analyst Jonathan Tseng actually view current geopolitical tension as a positive for investors in the region. Why? Find out as they discuss all things Asia innovation with hosts Stuart Rumble and Taosha Wang. See omnystudio.com/listener for privacy information.

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54:54

Fidelity Answers: Where’s the value in bond markets?

Fidelity Answers: The Investment Podcast ·

2025/03/06

Bottom up? Top down? What’s the best way to look for opportunities in volatile bond markets? Fidelity fund managers James Durance and Mike Riddell talk to hosts Rosie McMellin and Ben Moshinsky about how they’re responding to a sudden shift in the market narrative.See omnystudio.com/listener for privacy information.

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27:33

Trump, China, AI: Hear what over a hundred of our...

Fidelity Answers: The Investment Podcast ·

2025/02/03

What do thousands of company meetings tell investors about the state of the world in 2025? What do leadership teams think about the impact of a new US administration? Where can investors seek value in China? And how are companies embracing AI? Fidelity International’s annual Analyst Survey answers these questions and more. Ben Moshinsky is joined by Co-Chief Investment Officer Niamh Brodie-Machura, and analysts Evan Delaney, Alex Dong and Emma Newey Clark to dig through the results. You can

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38:35

Outlook 2025: The divergence dividend

Fidelity Answers: The Investment Podcast ·

2024/12/05

If 2024 was the year of elections, 2025 is the year when all of those decisions come home to roost. As the world’s major economies take increasingly divergent paths in search of growth - where should investors be looking for opportunities? Carsten Roemheld, Capital Markets Strategist at Fidelity, is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Rosanna Burcheri, an equities Portfolio Manager, and Marty Dropkin, Head of Equities for Asia Pacific, to discuss this and how

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32:40

Fidelity Answers: How to invest in the energy transition

Fidelity Answers: The Investment Podcast ·

2024/09/27

When it comes to decarbonising the world - the scale of the challenge can feel overwhelming. It’s going to need astronomical levels of capital, a reconfiguration of markets, and radical regulation. And it needs to happen fast. If you’re an investor trying to align portfolios with climate pathways as well as capture all of the opportunities that are out there related to the energy transition - it's a lot to think about. In this edition of Fidelity Answers, Katie Constance, Head of Sustainability for

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30:19

The Investor’s Guide to China: Dealing with China's...

Fidelity Answers: The Investment Podcast ·

2024/09/24

China has come out with a string of policies that are targeted to reinvigorate economic growth. Some of the policies are adding leverage to the government’s balance sheet. A question that investors are asking is: how much more will China realistically spend to stimulate the economy? So far, these policies have focused on shoring up demand - unlike after the financial crisis, when China spent trillions of renminbi to expand supply. That is an importance difference because it implies policymakers

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36:22

Fidelity Answers: Deconstructing active ETFs

Fidelity Answers: The Investment Podcast ·

2024/07/23

Growing numbers of investors are turning to active ETFs. What’s behind this boom, and what role can they play in portfolios? Ben Moshinsky is joined by Stefan Kuhn, Fidelity International’s Head of ETF Distribution for Europe, Caroline Shaw, multi asset Portfolio Manager, and Andrew Craswell, Head of Client Relationship Management at Brown Brothers Harriman to discuss what makes an active ETF active, and how they’re reshaping the investment landscape. With additional contributions from Portfolio

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25:22

The Investor’s Guide to China: The renminbi effect (#31)

Fidelity Answers: The Investment Podcast ·

2024/07/12

In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost almost 10 per cent against the US dollar in the last 18 months. Is this a result of economic weakness in China or just another chapter in the strong dollar story? How is the renminbi performing against other currencies like the Japanese yen? Is currency weakness a cyclical challenge for the country or a structural trend? And what should investors do

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33:50

The Investor's Guide to China: Healthcare (#30)

Fidelity Answers: The Investment Podcast ·

2024/06/07

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older.But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink their approach to the sector? Or should they double down for the growth opportunity at current valuations? To help answer these questions, Marty Dropkin,

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41:35

Rich Pickings: The long-term themes challenging...

Fidelity Answers: The Investment Podcast ·

2024/04/25

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grappling with them.With additional contributions from Global Co-CIO Andrew McCaffery.See omnystudio.com/listener for privacy information.

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30:59

The Investor's Guide to China: Shareholder return (#29)

Fidelity Answers: The Investment Podcast ·

2024/04/24

The story of China's economy and stock market has long been one of rapid growth. But as policymakers pivot to focus on the quality - instead of the velocity - of growth, investors are turning their attention to something more long-lasting: shareholder returns. Dividends and buybacks are moving up the agenda of regulators and companies in China, generating interest for investors across the market, even in sectors of the so-called ‘old’ economy. In this episode, Catherine Yeung, Investment Director,

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39:40

Rich Pickings: Asia and Latin America are reshaping...

Fidelity Answers: The Investment Podcast ·

2024/02/19

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbour.With additional contributions from Fidelity's Global Macro Economist Anna Stupnytska. You can read more analysis from Peiqian Liu here, and you can

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80 results

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