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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

38:43

Rich Pickings: The Testing of The Fed and other tales...

Fidelity Answers: The Investment Podcast ·

2021/04/01

Efforts to mitigate the economic impact of Covid-19 have left us with debt mountains higher than after the second world war. As governments begin to roll out big post-pandemic fiscal programmes and increase the debt still further the role of central banks becomes increasingly vital to the stability of government finances. What does that mean for the functioning of global markets and the construction of portfolios? In this month's Rich Pickings Richard Edgar talks to Fidelity International's Head of

en-US

11:17

Rich Pickings: Fidelity's Global CIO on inflation and...

Fidelity Answers: The Investment Podcast ·

2021/03/18

Andrew McCaffery, Global Chief Investment Officer at Fidelity International, talks to Richard Edgar about the current psychology of markets, The Fed's stance (is it right?), and how to think about asset allocation at this important juncture.See omnystudio.com/listener for privacy information.

en-US

35:42

Rich Pickings: Counting down the days - the 2021...

Fidelity Answers: The Investment Podcast ·

2021/03/01

The results are in for Fidelity's annual Analyst Survey. Over 140 sector experts from across the world have been asked for a detailed picture of how they expect to see their companies perform in the coming year, from the health of balance sheets to the confidence of management teams, and the outlook is encouraging. Richard Edgar talks to the survey's editor, George Watson, to hear the key findings, and to Fidelity's global head of research, Ned Salter, and global economist, Anna Stupnytska, for the

en-US

31:48

China stewardship: Witness an evolution

Fidelity Answers: The Investment Podcast ·

2020/12/07

Exclusive research carried out by Fidelity International reveals the changes taking place in the boardrooms of China and amongst its investors. In this podcast, Editor in Chief Richard Edgar discusses the research with Global Head of Sustainability Jenn-Hui Tann and Portfolio Manager Flora Wang and what it's telling us about corporate engagement in China. We also hear from Terence Tsai, an analyst working alongside some of China's biggest companies to help them build more sustainable practices.See

en-US

17:09

From Rich Pickings: US elections and the very...

Fidelity Answers: The Investment Podcast ·

2020/10/29

With US elections round the corner we thought this episode from our sister podcast, Rich Pickings, would be of interest to listeners. Fidelity's Global Head of Macro Salman Ahmed talks to Editor in Chief Richard Edgar about what the radically different policies proposed by the two potential administrations could mean for markets and investors.See omnystudio.com/listener for privacy information.

en-US

21:12

Analyst Survey: The world catches up with China

Fidelity Answers: The Investment Podcast ·

2020/09/17

What are Fidelity's almost 150 analysts saying about the state of the corporate world? Where does management sentiment stand across all regions and all sectors? Richard Edgar talks over the latest findings from Fidelity's Analyst Survey with Global Head of Research for Fixed Income, Gita Bal; Director of Equities, Terry Raven; and editor of the survey, George Watson.See omnystudio.com/listener for privacy information.

en-US

27:01

Analyst Survey: 10 months of disruption remain as...

Fidelity Answers: The Investment Podcast ·

2020/06/17

When will things get back to normal and to what extent will companies and economies bounce back? These are just two of the questions being answered by around 150 analysts in this month's survey. To provide context to the latest results Richard Edgar, Editor in Chief, talks to Marty Dropkin, Global Head of Research for Fixed Income; Fiona O'Neill, Director of Global Research for Equities; and George Watson, Survey Editor. Additional contributions from Sherry Qin, Harriet Wildgoose, and Tom

en-US

15:17

CIO update: Inflation (just) on the radar

Fidelity Answers: The Investment Podcast ·

2020/04/23

The CIO updates are now publishing exclusively on our sister channel, Rich Pickings. With fixed income and equities markets seemingly entering a more benign phase after record swings in recent weeks, should we be looking to the oil price instead for a better guide to future prospects? And as central banks pump in trillions of liquidity, could inflation be on the radar? Chief Investment Officer Andrew McCaffery discusses these topics with Editor in Chief Richard Edgar.See omnystudio.com/listener for

en-US

14:06

CIO update: Credit markets and central banks

Fidelity Answers: The Investment Podcast ·

2020/04/16

How are economic data playing into markets and what is scenario planning telling us about how to approach different asset classes during the pandemic? Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where we find ourselves after the Easter break and how the support of central banks is influencing investor behaviour.See omnystudio.com/listener for privacy information.

en-US

18:10

Analyst Survey: The shutdown and the solvency squeeze

Fidelity Answers: The Investment Podcast ·

2020/04/14

The global coronavirus shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month, raising concerns about a looming solvency squeeze. Marty Dropkin, Head of Research for Fixed Income, and Fiona O'Neill, Director of Equities, join Editor-in-Chief Richard Edgar and Survey Editor George Watson to discuss the context for and implications of the findings.See omnystudio.com/listener for privacy information.

en-US

22:42

CIO update: Look to Asia

Fidelity Answers: The Investment Podcast ·

2020/04/08

Fidelity's Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about why we might see a change in market leadership as China and other parts of Asia benefit from their handling of the pandemic, and what public rescues of private companies mean for sustainable investing.See omnystudio.com/listener for privacy information.

en-US

24:12

CIO update: Finding value and income

Fidelity Answers: The Investment Podcast ·

2020/04/02

Fidelity's Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where markets find themselves in response to both the pandemic and the oil price, the possibilities emerging in credit markets, and how the crisis might re-frame the active-passive debate.See omnystudio.com/listener for privacy information.

en-US

32:04

Positioning for a post-pandemic world

Fidelity Answers: The Investment Podcast ·

2020/03/31

It's hard to see into the future when so much is up in the air. But in this podcast we try and decipher some of the early indicators of what a post-coronavirus world might look like. What changes will take place in the corporate landscape and how will the role of the state play out? Which companies will emerge stronger and which will be utterly transformed? What about the future of markets themselves? Answering these questions and more are Paras Anand, Fidelity's Chief Investment Officer for Asia

en-US

19:41

CIO update: The end of the beginning

Fidelity Answers: The Investment Podcast ·

2020/03/26

Fidelity's Chief Investment Officer Andrew McCaffery - complete with his new home podcasting kit - talks to Editor in Chief Richard Edgar about where we are in the coronavirus crisis, the speed and consequences of huge government stimulus interventions, and how analysts and portfolio managers are looking for idiosyncratic opportunities.See omnystudio.com/listener for privacy information.

en-US

29:59

Coronavirus and the new reality: Fidelity's Chief...

Fidelity Answers: The Investment Podcast ·

2020/03/17

Chief Investment Officer for Fidelity International, Andrew McCaffery, talks to Richard Edgar about how latest market developments square up to similar past events, how he's advising portfolio managers, and what's helping him to navigate the liquidity and logistical challenges of the pandemic.See omnystudio.com/listener for privacy information.

en-US

12:28

We surveyed our analysts this week and China is best...

Fidelity Answers: The Investment Podcast ·

2020/03/13

Over 150 analysts across Fidelity's global network have reported on how they think their sectors and companies are positioned to manage with the fall-out from the coronavirus pandemic. Their observations are based on the very latest conversations they've been having with their companies' management teams. Discussing the findings with Editor in Chief Richard Edgar are Global Head of Fixed Income Research Marty Dropkin and Director of Research for Equities Fiona O'Neill.See omnystudio.com/listener for

en-US

8:42

Audio article: No pain, no gain - Chinese defaults...

Fidelity Answers: The Investment Podcast ·

2020/01/13

China’s onshore credit market has seen immense growth but it still presents challenges for investors - not least in relation to defaults, which are on the rise. While more defaults are a good thing for the Chinese market and investors in the long run, research shows that bondholder recovery rates have fallen. This podcast explores what's fuelling this new dynamic and how market participants should be thinking about it. This popular article, first published in September 2019 and which you can

en-US

26:15

A guide to factor investing in fixed income

Fidelity Answers: The Investment Podcast ·

2019/12/03

This is a special edition of Fidelity Answers following a popular white paper on the topic of factor investing in fixed income. It will be of particular interest to professional investors working in credit markets. We find out why factor investing in bond markets has been so much slower to catch on than in equity markets, and the ways our fixed income team is approaching the challenge. Joe Hanmer, Director of Quantitative Fixed Income, tells us how the multifactor strategy his team has developed

en-US

13:38

Audio article: The challenge of investing sustainably...

Fidelity Answers: The Investment Podcast ·

2019/11/19

Engaging with governments on sustainability issues is much harder for investors than engaging with companies. But despite the challenges, doing it well can lead to stronger economic growth for the issuing sovereign and positive alpha for investors. This article was originally published on our website in April 2019 and is written by Jan Berthold, Sovereign Analyst, Martin Dropkin, Global Head of Research for Fixed Income, and George Watson. Read by George Watson.See omnystudio.com/listener for

en-US

30:59

The Manager Talks: Nick Price on two decades in...

Fidelity Answers: The Investment Podcast ·

2019/08/08

From the Asian Financial Crisis of the 1990s, through dotcom's boom and bust, to the collapse of Lehman Brothers via bank bailouts and QE - the last two decades in emerging markets have been anything but dull. But how as an investor do you weather the economic cycles and prosper? Ten years on from taking over Fidelity’s flagship Emerging Market Equities Fund, Portfolio Manager Nick Price looks back on his career with Fidelity’s Editor in Chief, Richard Edgar.See omnystudio.com/listener

en-US

80 results

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