100 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
    • 4.5 • 20 Ratings

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? 

    Rich Pickings: The long-term themes challenging investors

    Rich Pickings: The long-term themes challenging investors

    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.

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

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

    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, and Marty Dropkin, Head of Equities for Asia Pacific, are joined by two of Fidelity International’s portfolio managers: Lynda Zhou and Dale Nicholls. Together, they explore a change in the mindset of Chinese management teams, which industries are most prepared to ramp up payouts for their shareholders, and the role of regulators and investors in the process.

    With additional contributions from Shanghai-based analyst Bunny Huang and Singapore-based Portfolio Manager Jochen Breuer.

    ReadTo read more on the rise of dividends in Asia, please visit fidelityinternational.com to find Lynda and Jochen’s recent article or click the following link: https://www.fidelityinternational.com/editorial/article/asian-stocks-enter-the-dividend-age-b65424-en5/
    See omnystudio.com/listener for privacy information.

    • 30 min
    The Investor's Guide to China: Cities and migration (#28)

    The Investor's Guide to China: Cities and migration (#28)

    Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, and where investors should be looking.

    In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, take you across China through the lens of Fidelity International’s Asia Economist, Peiqian Liu, and Jarlon Tsang, Managing Partner and Head of China at the venture capital firm Eight Roads, Fidelity’s sister company.

    What role do migrants play in the past, present, and future development of the Chinese economy? Which Chinese provinces and cities could be home to the next unicorn? What do emerging migration patterns mean for China's cities and their businesses? And what does all of it mean for property markets?

    With additional contributions from Portfolio Manager Hyomi Jie and Shanghai-based analysts Eric Zhu and Fiona Shou. Read more at fidelityinternational.com
    See omnystudio.com/listener for privacy information.

    • 33 min
    Rich Pickings: Asia and Latin America are reshaping the world for investors

    Rich Pickings: Asia and Latin America are reshaping the world for investors

    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 hear more insights on our sister podcast The Investor's Guide to China here.
    See omnystudio.com/listener for privacy information.

    • 39 min
    The Investor's Guide to China: China's bond market (#27)

    The Investor's Guide to China: China's bond market (#27)

    In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market.

    Investors focused on the stock market, and the challenges Chinese property developers are facing, have often overlooked China’s bonds, which have boasted some of the best returns over the past few years.

    Hong Kong-based Head of Asian Fixed Income, Lei Zhu, and Fixed Income Portfolio Manager, Alvin Cheng, from our independently run mutual fund business in China, join Catherine and Marty to discuss why the same economic narrative about China is playing out so differently in equities and bonds, and where investors should start their search for opportunities in this vast market.

    With additional contributions from Singapore-based Multi-Asset Portfolio Manager George Efstathopoulos and Shanghai-based Senior Credit Analyst Crystal Cui.

    Read more at fidelityinternational.com
    See omnystudio.com/listener for privacy information.

    • 29 min
    Rich Pickings: Ready for a reset | Analyst Survey 2024

    Rich Pickings: Ready for a reset | Analyst Survey 2024

    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 Capabilities, Gita Bal, Global Head of Fixed Income Research, and Kris Atkinson, Fixed Income Portfolio Manager, join Richard Edgar to dig through the results. 

    With additional contributions from analysts Liz Brockway, Eric Tse and Aki Takaesu.

    You can read the Analyst Survey in full here or on your local Fidelity website.
    See omnystudio.com/listener for privacy information.

    • 37 min

Customer Reviews

4.5 out of 5
20 Ratings

20 Ratings

EdPeters2 ,

Spoiled by very long disclaimer(s) at end of pod

Informative and interesting, shame it is so US centric. Spoiled by very long disclaimer(s) at end of pod which when I'm listening, seem as long (or longer) than the pos itself!

Swiss-wilson ,

Interesting but limited?

Well structured and presented as ever by Richard Edgar but there’s too much generalising as the USA has made more progress on its climate response than is given credit for. Could this be lazy analysis as it’s easier to accept the narrative that America has not progressed under the Trump administration? Companies all over the world continue to make adjustments using technology in the relentless pursuit of profit using less inputs, and it’s not always down to government coercion.

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