65 episodes

Fidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking.

As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on-the-ground experts; and 'Fundamentals', a series where the analysts discuss the implications of their latest research, from 5G technology to the plight of the Orangutan. 

***If you enjoy Fidelity Answers then whey not listen to our other show, 'Rich Pickings: Fidelity's Asset Allocation Podcast', where each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? 

Fidelity Answers: The Investment Podcast Fidelity International

    • Business

Fidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking.

As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on-the-ground experts; and 'Fundamentals', a series where the analysts discuss the implications of their latest research, from 5G technology to the plight of the Orangutan. 

***If you enjoy Fidelity Answers then whey not listen to our other show, 'Rich Pickings: Fidelity's Asset Allocation Podcast', where each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? 

    The Investor's Guide to China: Demographics (#11)

    The Investor's Guide to China: Demographics (#11)

    China’s labour pool is shrinking as the population ages and more people retire than enter the workforce. How people save and invest as they think about wealth preservation signals big challenges and opportunities for China’s pension system development. So, how will government policy seek to ensure that the corporate sector remains dynamic and innovative, and can keep attracting the talent it needs? What sectors stand to benefit as a very different, younger generation increases its purchasing power?

    To help investigate these questions and more, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by three of Fidelity’s portfolio managers, each with a keen interest in the changes underway in China’s population: Aneta Wynimko, Hyomi Jie, and Morgan Lau. With additional contributions from Casey McLean, Portfolio Manager, Catherine Yeung, Investment Director, Lily Cong, Chief Representative for Fidelity’s Beijing Representative Office, and Ren Cheng, Senior Research Advisor at Fidelity Investments in the US.

    Read more at fidelityinternational.com

    See omnystudio.com/listener for privacy information.

    • 43 min
    Rich Pickings: Catch 2022 - what's in store for the year ahead

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

    Chief investment officers and economists assess the policy dilemmas and big investment themes of 2022. 

    Richard Edgar is joined by Steve 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 Outlook

    See omnystudio.com/listener for privacy information.

    • 54 min
    Rich Pickings: Practical (and green) investing for the climate transition

    Rich Pickings: Practical (and green) investing for the climate transition

    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 Edgar is joined by Global Head of Macro and Strategic Asset Allocation Salman Ahmed, and two portfolio managers already investing with climate-focused strategies: Cornelia Furse and Kris Atkinson. With additional contributions from Global Chief Investment Officer Andrew McCaffery.

    Read more at fidelityinternational.com

    Listen to the full Andrew McCaffery interview here

    See omnystudio.com/listener for privacy information.

    • 45 min
    The Investor's Guide to China: Regulation (#10)

    The Investor's Guide to China: Regulation (#10)

    Regulation in China is nothing new. But anyone observing the financial headlines in recent years, and certainly over recent months, will have noted a real pick up in regulatory activity that has affected some of China’s biggest and most dynamic companies. So, how should investors think about this regulatory new normal? Which sectors align with the country’s new strategic goals and ultimately stand to benefit? And how is all of this likely to impact the quality and quantity of economic growth in the world’s second biggest economy?

    To discuss this recent wave of regulatory action in China, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by two of Fidelity’s Hong Kong-based investment team: Dale Nicholls, a Portfolio Manager with a focus on China, and Asia Fixed Income Investment Director, Vanessa Chan. With additional contributions from Fidelity’s Tina Tian, Analyst and Portfolio Manager, David Cochrane, Equity Analyst, Ming Gong, Senior Credit Analyst and Portfolio Manager, and Catherine Yeung, Investment Director.

    Read more at fidelityinternational.com.

    See omnystudio.com/listener for privacy information.

    • 32 min
    Rich Pickings: The uncomfortable trade

    Rich Pickings: The uncomfortable trade

    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 omnystudio.com/listener for privacy information.

    • 41 min
    Ready, steady, pitch! Analysts on their most exciting investment trends

    Ready, steady, pitch! Analysts on their most exciting investment trends

    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 Andrew McCaffery.

    To read more go to fidelityinternational.com.

    See omnystudio.com/listener for privacy information.

    • 39 min

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