60 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
    • 4.6 • 16 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? 

    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
    The Investor's Guide to China: China in the world - an interview with Gavekal's Louis-Vincent Gave (#9)

    The Investor's Guide to China: China in the world - an interview with Gavekal's Louis-Vincent Gave (#9)

    China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, the country's participation in global issues presents investors with opportunities but also requires unwavering attention. Central to any analysis must be an understanding of how China hopes to portray itself and why the country seeks certain roles on the world stage.

    To discuss China's place in the world, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by Louis-Vincent Gave, Founder and CEO of Gavekal, a leading independent provider of global investment research. With additional contributions from Arthur Kroeber, Gavekal's Head of Research, Velislava Dimitrova, a Fidelity portfolio manager, and Alice Li, an analyst based in Fidelity's Hong Kong office.

    Read more at fidelityinternational.com.

     

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    • 34 min
    Rich Pickings: Where next for inflation

    Rich Pickings: Where next for inflation

    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 Officer for Fixed Income Steve Ellis. With additional contributions from Global Chief Investment Officer Andrew McCaffery and Global Macro Strategist Max Stainton.

    Listen to the full interview with Global CIO Andrew McCaffery here.

    Read more at fidelityinternational.com.

     

    See omnystudio.com/listener for privacy information.

    • 47 min
    ESG Analyst Survey: A world of opportunity

    ESG Analyst Survey: A world of opportunity

    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 Edgar is joined by editor of the survey George Watson, Head of Global Research for Fixed Income Gita Bal, and Director of Equities in Europe, Terry Raven. We also hear from some of the analysts themselves: Alex Laing, Lulu Xiong, and Karens Muljadi.

    You can read the survey in full here: fidelityinternational.com

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    • 37 min
    Rich Pickings: The real workhorse of Asia Pacific

    Rich Pickings: The real workhorse of Asia Pacific

    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 how Fidelity's core allocation is positioned for this phase of the pandemic.

    Listen to the full interview with Andrew: Fidelity CIO on why we're calling it a miniboom

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    • 38 min
    The Investor's Guide to China: Trade and growth (#8)

    The Investor's Guide to China: Trade and growth (#8)

    The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avoiding its pitfalls.

    Episode 8: Despite trade tensions China continues to be the world's dominant exporter. And thanks to the post-pandemic lead of the Chinese economy its capital markets are proving especially attractive to investors. But will these growth drivers be enough for a country facing high levels of debt and an ageing population? What will reshaped economic policies mean for foreign investors? Our investment teams have some ideas.

    Joining Paras to discuss China's trade and other elements of the country's growth trajectory are Alex Zhang, a portfolio manager based in Shanghai, Wen-Wen Lindroth, Lead Cross-Asset Strategist, and Marty Dropkin, Head of Asian Fixed Income. With additional contributions from portfolio manager Bertrand Puiffe and Shanghai-based credit analysts Crystal Cui. 

    READ: China bond defaults signal a coming of age as state safety net shrinks

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    • 33 min

Customer Reviews

4.6 out of 5
16 Ratings

16 Ratings

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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