Fidelity Answers: The Investment Podcast

Fidelity International
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Fidelity Answers: The Investment Podcast

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.  

  1. Fidelity Answers: What if Treasuries aren't so safe anymore?

    26 JUN

    Fidelity Answers: What if Treasuries aren't so safe anymore?

    Long-dated US Treasuries, the most popular go to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead? Fund managers Mike Riddell and Tim Foster join Seb Morton-Clark and Katie Roberts to discuss what investors need to consider when they're looking for the bonds that can shore up their allocations. And analyst Andressa Tezine explains why 2025 might be the year for emerging markets and where to look for yield. See omnystudio.com/listener for privacy information.

    37 min
  2. Fidelity Answers: US or Europe, where should you invest now?

    21 MAY

    Fidelity Answers: US or Europe, where should you invest now?

    Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But through a period of substantial change in policy, and even the post-war globalisation consensus itself, that debate has become a live one. Host Seb Morton-Clark is joined by Director Charlie Wood and Fund Managers Marcel Stotzel and Ashish Bhardwaj to discuss whether investors should stick with the new US or look elsewhere. And analyst Emma Newey Clark explains to Patrick Graham how she's scenario planning for what happens next in the pharmaceutical sector.  See omnystudio.com/listener for privacy information.

    34 min
  3. The Investor's Guide to Asia: The great tariff reshape

    8 MAY

    The Investor's Guide to Asia: The great tariff reshape

    China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager George Efstathopoulos and Asia Economist Peiqian Liu join hosts Stuart Rumble and Taosha Wang to discuss China's prospects for the year ahead and how tariffs could reconfigure investment trends across the region as a whole. With additional contributions from analyst Kitty Yang on why there's now money to be made in Japanese banks. See omnystudio.com/listener for privacy information.

    31 min
  4. Fidelity Answers: How should investors respond to a changing America?

    14 APR

    Fidelity Answers: How should investors respond to a changing America?

    An opportunity for the euro? Time to buy gold? Or the advantages of cash in a crisis where interest rates aren’t already at zero. The opportunities and risks of a period of profound volatility on markets dominate the latest Fidelity Answers podcast with multi asset fund managers Talib Sheikh and Caroline Shaw joining hosts Rosie McMellin and Ben Moshinsky. And hear why Fidelity’s analysts think tariffs will be more punitive for America than Asia, with Ben Traynor. (This discussion was recorded on April 9th). See omnystudio.com/listener for privacy information.

    35 min
  5. The Investor's Guide to Asia: Innovation

    13 MAR

    The Investor's Guide to Asia: Innovation

    Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities analyst Jonathan Tseng actually view current geopolitical tension as a positive for investors in the region. Why? Find out as they discuss all things Asia innovation with hosts Stuart Rumble and Taosha Wang.   See omnystudio.com/listener for privacy information.

    34 min
  6. Fidelity Answers: Where’s the value in bond markets?

    6 MAR

    Fidelity Answers: Where’s the value in bond markets?

    We answer the questions investors are asking. Bottom up? Top down? What’s the best way to look for opportunities in volatile bond markets? Fidelity fund managers James Durance and Mike Riddell talk to hosts Rosie McMellin and Ben Moshinsky about how they’re responding to a sudden shift in the market narrative.  See omnystudio.com/listener for privacy information.

    55 min

  7. 3 FEB

    Trump, China, AI: Hear what over a hundred of our analysts have to say

    What do thousands of company meetings tell investors about the state of the world in 2025? What do leadership teams think about the impact of a new US administration? Where can investors seek value in China? And how are companies embracing AI? Fidelity International’s annual Analyst Survey answers these questions and more. Ben Moshinsky is joined by Co-Chief Investment Officer Niamh Brodie-Machura, and analysts Evan Delaney, Alex Dong and Emma Newey Clark to dig through the results.  You can read Fidelity International's 2025 Analyst Survey in full on your local Fidelity website or here.  See omnystudio.com/listener for privacy information.

    28 min
  8. The Investor's Guide to China: The bull vs bear debate (#35)

    19/12/2024

    The Investor's Guide to China: The bull vs bear debate (#35)

    As we wrap up 2024, investors remain divided on the future of the Chinese stock market. Bullish investors are betting on policy support to spark a rebound, while the sceptics see structural challenges capping gains in equities. Who is right? Is China a treasure trove or a value trap? What more can policymakers do to restore confidence? And how should stock pickers adapt to an evolving Chinese economy? In this special episode, Marty Dropkin, Head of Equities, Asia Pacific, investigates both sides of this debate with the help of two veteran portfolio managers at Fidelity International: Dale Nicholls, who plays China bull, and Nick Price, who presents the bear case. With an additional contribution from Asia Economist Peiqian Liu. READ Read a summary of this episode here. See omnystudio.com/listener for privacy information.

    37 min
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About

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.  

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