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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

40:14

Trade Offs | Bank of America: The Analysis

Fidelity Answers: The Investment Podcast ·

2023/01/24

In this episode Fidelity's investment team take a closer look at some of the highlights from the interview with Bank of America's chief executive Brian Moynihan. Ned Salter, Global Head of Investment Research, is joined by Senior Cross Asset Financials Analyst Lee Sotos and Portfolio Manager Rosanna Burcheri. Listen to the whole interview here. Watch video clips and read bonus material here.See omnystudio.com/listener for privacy information.

en-US

8:12

From Davos: Fidelity's CEO on Ukraine, central banks,...

Fidelity Answers: The Investment Podcast ·

2023/01/23

As the World Economic Forum in Davos comes to a close, Fidelity's Richard Edgar talks to Chief Executive Anne Richards about her takeaways from the week including the international approach to Ukraine, central bank messaging, and why business leaders are allowing themselves a (tentative) sigh of relief.See omnystudio.com/listener for privacy information.

en-US

20:36

Rich Pickings: Your questions answered!

Fidelity Answers: The Investment Podcast ·

2022/12/23

For our festive special Richard Edgar is joined by Head of Equities for Asia Pacific Marty Dropkin, Portfolio Manager Aditya Khowala, and Global Macro Economist Anna Stupnytska to answer your questions. If you’ve been inspired to send in a question, our inbox is still open! You can send your questions to editorial@fil.com, and we’ll pick the best ones to put to our investment team in the new year. Looking forward to hearing from you. You can hear more from Marty Dropkin in the latest Investors

en-US

33:21

Rich Pickings: Outlook 2023 - navigating the polycrisis

Fidelity Answers: The Investment Podcast ·

2022/12/08

After a year of volatility and uncertainty, how should investors navigate the year ahead? Richard Edgar is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Ilga Haubelt, Head of Equities for Europe, and Victoria Mio, Head of Equity Research for Asia Pacific, to discuss the key themes and risks they'll be watching for in 2023. With additional contributions from Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, and Michael Curtis, Head of Private Credit

en-US

15:35

Fed hike: What you're missing from the inflation...

Fidelity Answers: The Investment Podcast ·

2022/09/23

Fidelity's Chief Investment Officer for Fixed Income Steve Ellis talks to Richard Edgar about the unexpected consequences of the Fed's rate hike cycle and where investors should be looking for protection. Read more from Steve at fidelityinternational.com or your local Fidelity website.See omnystudio.com/listener for privacy information.

en-US

35:19

Rich Pickings: Where next for consumers and a...

Fidelity Answers: The Investment Podcast ·

2022/08/08

Fresh from meeting industry leaders in Silicon Valley, Portfolio Manager Hyun Ho Sohn and analyst Jonathan Tseng join Richard Edgar to share their thoughts on how the tech sector will fare in a high-inflation environment. Global macro economist Anna Stupnytska puts it all in perspective and we join Portfolio Manager Aneta Wynimko on a West End shopping trip to see the world from the consumer’s point of view. With additional contributions from Global Chief Investment Officer Andrew McCaffery. Listen

en-US

34:50

Rich Pickings: Turning the tanker - how engagement on...

Fidelity Answers: The Investment Podcast ·

2022/07/04

What do companies really think of sustainability? What are they doing to improve their ESG credentials? These are some of the many questions 161 of Fidelity International's investment analysts around the globe have been asked as part the annual ESG Analyst Survey. And with 15,000 meetings with management teams a year under their belts their insights are invaluable for any asset allocator. To dig through the findings Richard Edgar is joined by Global Head of Research for Fixed Income Gita Bal, Head

en-US

34:04

Rich Pickings: No easy answers - the ESG questions...

Fidelity Answers: The Investment Podcast ·

2022/05/11

From the energy transition to withdrawing from Russian assets, the conflict in Ukraine has put environmental, social and governance issues in the spotlight for businesses and investors. Carsten Roemheld is joined by Portfolio Manager Caroline Shaw, and Portfolio Manager and Director of Equities for the Emerging Markets team Punam Sharmato discuss how companies can navigate these challenges, and the implications for asset allocation. With additional contributions from Fidelity's Global Chief

en-US

44:12

Rich Pickings: Tectonic shifts - mapping the...

Fidelity Answers: The Investment Podcast ·

2022/03/29

One month on from the start of the war in Ukraine, the knock-on effects for the global economy and the old world order are becoming clearer. With disrupted supply chains, persistent inflation, and a realignment of geopolitics, we take a closer look at how investors can navigate these seismic changes. Carsten Roemheld is joined by Global Head of Macro and Strategic Asset Allocation Salman Ahmed, Head of Multi Asset Investment Management for Europe Eugene Philalithis and Senior Sovereign Analyst

en-US

39:05

Rich Pickings: Mind the roadblocks - the 2022 Analyst...

Fidelity Answers: The Investment Podcast ·

2022/02/22

Volatile markets, unpredictable governments, rising costs - how does one begin to run a company in such uncertain times? How are managers feeling about the coming year, what are their plans and what are the implications for investors? We’ve asked over 150 of our global research team for their views as part of Fidelity International’s annual Analyst Survey. Carsten Roemheld digs through the key findings with Global Head of Research for Fixed Income Gita Bal, Director of Global Equity

en-US

37:11

Rich Pickings: Central bank watch - planning for...

Fidelity Answers: The Investment Podcast ·

2022/02/02

In our first episode of the year we hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022. How many hikes will the Fed push through, what path will the PBOC tread, and when does the ECB make its move? And how are all these expectations being reflected in allocations? We also hear where energy prices are heading and why. Carsten Roemheldis joined by Global EconomistAnna Stupnytskaand multi-asset Portfolio ManagersCharlotte HaringtonandMatt Quaife

en-US

24:28

ESG at an industrial titan: BHP’s chief executive on...

Fidelity Answers: The Investment Podcast ·

2021/12/21

How do you forge a sustainable future when you're the CEO of one of the world's biggest mining companies? BHP Chief Executive Mike Henry talks to Fidelity International's Global Head of Research Ned Salter about the balancing act he and other corporate leaders face and the importance of minimising ESG trade-offs. This is an edited version of the video interview which you can watch here along with more from Fidelity International's Sustainable World Summit. Read more at fidelityinternational.com or

en-US

23:20

2021: A sustainability odyssey

Fidelity Answers: The Investment Podcast ·

2021/12/21

The pandemic and COP26 made 2021 a big year for sustainability. In this final podcast of the year we round up the main themes and ask where next for investors and ESG. We look back at Fidelity International's inaugural Sustainable World Summit and some of the highlights from speakers including the UN's Special Envoy for Climate and Finance Mark Carney; Former President of the European Commission José Manuel Barroso; and Chief Executive of mining giant BHP, Mike Henry. Carsten Roemheld is

en-US

54:16

Rich Pickings: Catch 2022 - what's in store for the...

Fidelity Answers: The Investment Podcast ·

2021/11/19

Chief investment officers and economists assess the policy dilemmas and big investment themes of 2022. Richard Edgar is joined bySteve Ellis, Global Chief Investment Officer for Fixed Income,Romain Boscher, Global Chief Investment Officer for Equities,Anna Stupnytska, Chief Economist, with additional contributions from Neil Cable, Head of European Real Estate investing. Read Fidelity International's 2022 OutlookSee omnystudio.com/listener for privacy information.

en-US

45:23

Rich Pickings: Practical (and green) investing for...

Fidelity Answers: The Investment Podcast ·

2021/11/04

Climate change is a complex and ever-changing challenge for markets. In this podcast we hear how investors can map a path through the transition while also helping in the battle against a warming planet. Richard Edgaris joined by Global Head of Macro and Strategic Asset Allocation Salman Ahmed, and two portfolio managers already investing with climate-focused strategies: Cornelia Furse andKris Atkinson. With additional contributions from Global Chief Investment Officer Andrew McCaffery. Read more at

en-US

41:33

Rich Pickings: The uncomfortable trade

Fidelity Answers: The Investment Podcast ·

2021/10/04

A reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: in the month’s Rich Pickings we gather the experts to help make sense of it all. Richard Edgar is joined by Global Economist Anna Stupnytska, Head of Asia Fixed Income Marty Dropkin, and global equities Portfolio Manager (and a contrarian investor) Dmitry Solomakhin. With additional contributions from global Chief Investment Officer Andrew McCaffery. Listen to the full interview with Andrew McCaffery here.See

en-US

39:36

Ready, steady, pitch! Analysts on their most exciting...

Fidelity Answers: The Investment Podcast ·

2021/07/30

In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers. Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they present to portfolio managers Charlotte Harington and Aditya Khowala. We also hear about Fidelity's core asset allocation from Global Chief Investment Officer Andrew McCaffery. Listen to the full interview with Global CIO

en-US

47:25

Rich Pickings: Where next for inflation

Fidelity Answers: The Investment Podcast ·

2021/06/25

Is inflation here today, gone tomorrow? Or in for the long haul? This is the question preying on the minds of central bankers and investors alike. But never fear: Fidelity's analysts and macro team have been poring over the data and in this month's Rich Pickings Richard Edgar talks to them and others from the investment desks about what happens next and what it means for allocations. Joining Richard are Global Economist Anna Stupnytska, Multi Asset Portfolio Manager Matt Quaife, and Chief Investment

en-US

37:39

ESG Analyst Survey: A world of opportunity

Fidelity Answers: The Investment Podcast ·

2021/06/14

Fidelity International's first ESG-focused Analyst Survey reveals our analysts believe the opportunities to be had from the decarbonisation megatrend now outweigh the risks. The report sheds light on those sectors where there's most to be gained and where companies are being reticent about burnishing their sustainability credentials - and why. To discuss these and more findings from the analysts Richard Edgaris joined by editor of the surveyGeorge Watson, Head of Global Research for Fixed Income

en-US

38:56

Rich Pickings: The real workhorse of Asia Pacific

Fidelity Answers: The Investment Podcast ·

2021/05/12

China might dominate headlines but there's a lot more to Asia Pacific than a single country. We're talking developed economies with well-established capital markets benefiting from proximity to the world's productivity powerhouses. To hear about some of the unsung heroes of the Asia Pacific region Richard Edgar talks to Hong Kong-based investment director Catherine Yeung, and portfolio managers Dale Nicholls in Singapore and Paul Taylor in Australia. We also hear from Global CIO Andrew McCaffery on

en-US

80 results

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