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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

37:57

Rich Pickings: Ready for a reset | Analyst Survey 2024

Fidelity Answers: The Investment Podcast ·

2024/01/29

How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics? For well over a decade we’ve been asking our worldwide network of sector analysts these questions (and about 80 more) - to get a unique bottom-up picture of the companies they cover. Their conclusions form Fidelity International's annual Analyst Survey. This month, Fiona O'Neill, Head of Global Cross-Asset Research

en-US

39:56

Rich Pickings: What the lessons of 2023 can teach...

Fidelity Answers: The Investment Podcast ·

2023/12/21

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha Wang, Ian Samson and Talib Sheikh. What can the investment stories of the year teach us about the year ahead? With additional contributions from Lee Sotos and Patrick Graham. See omnystudio.com/listener for privacy information.

en-US

55:07

Rich Pickings: Outlook 2024 - Four ways forward

Fidelity Answers: The Investment Podcast ·

2023/11/20

Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Anna Stupnytska, to discuss the four scenarios Fidelity's investment teams are watching for 2024. With additional contributions from Fidelity's Chief Sustainability Officer Jenn-Hui Tan, Head of European Real Estate, Neil Cable, and Head of Private Credit Strategies, Michael Curtis. You can read Fidelity's 2024 Outlook in full here. Do you have a

en-US

35:03

Rich Pickings: Higher rates - is the transmission...

Fidelity Answers: The Investment Podcast ·

2023/10/19

Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, Fidelity’s Global Head of Macro and Strategic Asset Allocation, to discuss whether the levers central banks have to pull are working. With additional contributions from Multi Asset Portfolio Manager Caroline Shaw.See omnystudio.com/listener for privacy information.

en-US

40:32

Rich Pickings: Challenging the narrative on...

Fidelity Answers: The Investment Podcast ·

2023/07/27

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. You can read more on their

en-US

29:19

Private Credit: What role could it play in...

Fidelity Answers: The Investment Podcast ·

2023/06/19

With the shifting fortunes of economies, what role could Private Credit play in traditional portfolios? Richard Edgar is joined by Fidelity’s Head of Private Credit Strategies, Michael Curtis, and Portfolio Managers Camille McLeod-Salmon and Marc Preiser to discuss what investors can expect from the market in future. With additional contributions from Oliver Newman and Nina Flitman. You can read more of our private markets coverage here.See omnystudio.com/listener for privacy information.

en-US

15:27

Bioacoustics: Bonus interview with Dr Doug Gurr

Fidelity Answers: The Investment Podcast ·

2023/05/18

Dr Doug Gurr, Director of London's Natural History Museum, joins Richard Edgar to discuss the urgency of tackling biodiversity loss and what the financial community can do to help.See omnystudio.com/listener for privacy information.

en-US

22:13

Bioacoustics: Could sound solve biodiversity's data...

Fidelity Answers: The Investment Podcast ·

2023/05/18

How do you measure biodiversity? From the forests of Borneo, with the help of a pioneering team of scientists, Fidelity have followed a project to explore if sound recordings - layered with artificial intelligence - could help to solve biodiversity's data issue. Analyst Minlin Lee travelled to Indonesia to see, and hear, the data gathering in action, while Charlotte Apps followed the analysis in the south of France. Back in the studio, Richard Edgar is joined by Fidelity International's Global Head

en-US

45:23

Rich Pickings podcast: Preparing portfolios for...

Fidelity Answers: The Investment Podcast ·

2023/05/02

What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets sorted out - what are the investment implications for a greener, decarbonised future? Richard Edgar is joined by Global Macro Economist Anna Stupnytska and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss how investors can rise to the challenge. With additional contributions from Fidelity's Global Head of Investment Research Ned

en-US

35:39

Rich Pickings: Looking for cracks in the system after...

Fidelity Answers: The Investment Podcast ·

2023/03/17

After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stupnytska, Global Macro Economist, and Gita Bal, Global Head of Fixed Income Research, to discuss the fallout and whether it could be enough to force a rethink at the Federal Reserve. Asia Economist Peiqian Liu also joins Richard to discuss what China's recovery looks like on the ground. You can read more analysis on SVB and the fallout on your local Fidelity website or

en-US

40:23

Trade Offs | Bunge: The Analysis

Fidelity Answers: The Investment Podcast ·

2023/02/21

Bunge is one of the world's biggest agriculture commodity businesses. Linking farmers with customers is a complex job. But doing it sustainably? Bunge's CEO Greg Heckman explains how he's approaching that challenge, and the the choices he's faced as chief executive, in his interview with Ned Salter, Global Head of Investment Research. Hear about the investment implications of that interview in this episode, recorded in November 2022, where Ned is joined by Senior Industry Analyst James Richards and

en-US

30:14

Trade Offs | Bunge: The Interview

Fidelity Answers: The Investment Podcast ·

2023/02/21

From farmers to customers, agriculture commodities powerhouse Bunge works with thousands of stakeholders along vast value chains. Its scale means influence - so how is it responding to calls for greater sustainability in the crops it distributes? How is it managing the cost of increased ESG oversight? In this final episode of the series, recorded in October 2022, Ned Salter, Global Head of Investment Research, talks to Bunge Chief Executive Greg Heckman about the choices and trade offs he's been

en-US

30:51

Trade Offs | Serco: The Interview

Fidelity Answers: The Investment Podcast ·

2023/02/14

Keeping profits, social responsibility, and public relations on an even keel is no mean feat when you're a government contractor. UK services company Serco employs tens of thousands across the world in areas as diverse as defence, justice, and healthcare. Rupert Soames joined Serco as chief executive in 2014 and completed his tenure at the end of 2022. In this straight-talking interview, Fidelity International's Global Head of Investment Research Ned Salter hears about his ESG lessons and in

en-US

41:21

Trade Offs | Serco: The Analysis

Fidelity Answers: The Investment Podcast ·

2023/02/14

Managing and looking after people is core to a government services company like Serco. And the risk management that goes with such work demands a very different approach. In this episode of Trade Offs Fidelity's investment team use highlights from the interview with Serco's former Chief Executive Rupert Soames to illustrate how investors should be considering the 'S' of ESG and why its importance is only set to rise. Ned Salter, Global Head of Investment Research, is joined by Equity Research

en-US

36:38

Rich Pickings: Light at the end of the tunnel |...

Fidelity Answers: The Investment Podcast ·

2023/02/13

Just how confident do CEOs feel about the year ahead? Do they really expect earnings to grow? Is reaching net zero still a priority? For answers to these questions (and many more), we’ve asked 152 of Fidelity International’s investment analysts for their views – and brought it all together into the annual Analyst Survey. Fiona O'Neill, Head of Strategic Initiatives for Global Investment Research, and Gita Bal, Global Head of Fixed Income Research, join Richard Edgar to dig through the results. With

en-US

31:45

Trade Offs | Baker Hughes: The Interview

Fidelity Answers: The Investment Podcast ·

2023/02/07

Lorenzo Simonellis is chief executive of one of the world's biggest oilfield services and energy technology companies, Baker Hughes. It supports traditional exploration and extraction while also developing the latest energy equipment. As such, it stands in both the 'old' and 'new' spheres of the energy sector. Mr Simonelli talks to Fidelity International's Global Head of Investment Research Ned Salter about the pros and cons of natural gas at a time of political upheaval and the trade offs he faces

en-US

44:40

Trade Offs | Baker Hughes: The Analysis

Fidelity Answers: The Investment Podcast ·

2023/02/07

What can investors learn from the trade offs an energy CEO is facing and the choices he's making? Fidelity's experts go over the highlights from the interview with Baker Hughes Chief Executive Lorenzo Simonelli, providing context and investment implications. Ned Salter, Global Head of Investment Research, is joined by Analyst and Portfolio Manager Paul Gooden and Portfolio Manager Rosanna Burcheri. Listen to the full interview with Lorenzo Simonelli here. Watch video clips and read bonus material

en-US

39:03

Trade Offs | Bayer: The Interview

Fidelity Answers: The Investment Podcast ·

2023/01/31

Feeding 8 billion people with limited arable land is one of the modern world's most pressing headaches. Add to that a growing concern over the impact intensified farming practices can have on local ecosystems and biodiversity and you get a sense of the challenges facing a company like Bayer. Founded in the mid-19th century, Bayer is one of Germany's oldest companies. Originally a pure pharmaceuticals manufacturer it diversified into crop science with the purchase of the agribusiness Monsanto in

en-US

33:25

Trade Offs | Bayer: The Analysis

Fidelity Answers: The Investment Podcast ·

2023/01/31

In this episode Fidelity's investment team take a closer look at some of the highlights from the interview with Bayer's chief executive Werner Baumann. Ned Salter, Global Head of Investment Research, is joined by Equity Research Analyst Panpan Xiao and Portfolio Manager Dmitry Solomakhin. Listen to the whole interview here. Watch video clips and read bonus material here.See omnystudio.com/listener for privacy information.

en-US

34:26

Trade Offs | Bank of America: The Interview

Fidelity Answers: The Investment Podcast ·

2023/01/24

As chief executive of one of the world's largest financial institutions for more than a decade Brian Moynihan has led Bank of America through some tumultuous times. The shift from shareholder to stakeholder capitalism - accelerated by the Great Financial Crisis, heightening environmental challenges, and a global pandemic - has demanded careful stewardship, and all against a backdrop of increasing political upheaval. He talks to Fidelity International's Global Head of Investment Research Ned Salter

en-US

80 results

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