44 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

    • Investing
    • 5.0, 3 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? 

    The future of... energy: the 1.5 trillion dollar question

    The future of... energy: the 1.5 trillion dollar question

    A commodity price crash, an extraordinary demand shock, and a mooted 'green' recovery have brought the structural changes facing the energy industry into sharp relief. As societies are forced to think more carefully about how to build resilience against future crises we look at the impact on an industry that underpins every aspect of our lives.

    Richard Edgar, Editor in Chief, talks with equity analysts and portfolio managers Paul Gooden and Tom Robinson, and with fixed income analyst Christine Miyagishima. With additional contributions from European utilities analyst, Boya Zhao-Robinson.

    • 35 min
    Analyst Survey: 10 months of disruption remain as leading indicators turn positive

    Analyst Survey: 10 months of disruption remain as leading indicators turn positive

    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 Robinson.

    • 27 min
    The future of... connectivity: the internet of everything

    The future of... connectivity: the internet of everything

    The 2020 pandemic has opened the eyes of governments to how critical a robust digital infrastructure is to their economies. The time spent online by businesses and consumers for both work and leisure has rocketed - and early indicators show that these changes are structural. There's no going back.

    To find out how the Covid-19 crisis is changing the companies at the heart of our digital infrastructure Richard Edgar, Editor in Chief, is joined by Gita Bal, Global Head of Research for Fixed Income; Sumant Wahi, Portfolio Manager with a focus on connectivity; and Ranjeev Juty, Equity Research Analyst covering streaming services and video gaming.

    • 38 min
    The Investor's Guide to China: Technology and innovation (#5)

    The Investor's Guide to China: Technology and innovation (#5)

    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 the opportunities and avoiding the pitfalls.

    Episode 5: Technology and innovation. It wasn’t long ago that China was regarded as just a manufacturer of finished goods, an imitator rather than an innovator. But now the world is waking up to the technological prowess of China's companies. The proficiency reaches beyond the corporate world too: the online existence we've all been thrown into during lockdowns has long been a way of life for Chinese urbanites. 

    Talking to Paras about how investors should think about China's growing command of the sector in the context of the country’s broader economy are portfolio managers Raymond Ma and Tina Tian, and senior technology analyst Johnny Tseng, with additional on-the-ground reporting from analysts Yuanlin Lang and Sherry Qin.

    Click here (or below on Apple podcasts) for more episodes from this series.

    • 40 min
    Analyst Survey: Society’s big moment

    Analyst Survey: Society’s big moment

    The latest survey of almost 150 analysts shows the first signs of dispersion in expectations for sectors. We look at which are likely to do better during the Covid crisis and why. Plus, new ESG-focused questions reveal how social issues are moving up the agenda at almost all companies. 

    Richard Edgar, Editor in Chief, talks to Marty Dropkin, Global Head of Research for Fixed Income; Fiona O'Neill, Director of Equities; and George Watson, Survey Editor.

    • 21 min
    The future of... retail and real estate: liquidity, liquidity, liquidity

    The future of... retail and real estate: liquidity, liquidity, liquidity

    As the Covid-19 lockdown transforms consumer behaviour there is one sector that has had to adapt faster than any other: retail. Shuttered shops have forced companies to either expand their delivery businesses or rapidly develop them. The pivot has affected not just the retailers but their suppliers and even their landlords who are racing to keep up.

    In this podcast we take a closer look at the changes that these businesses are making; the short-term adaptations as well as those that could prove to be permanent. Joining Richard Edgar, Editor in Chief, to discuss what it means for the high street, for shopping centres, and for the owners of those buildings, are Adrian Benedict, Head of Real Estate Solutions; Rebecca Clements, Senior Credit Analyst; and Serhat Birbilen, Equity Research Analyst. 

    • 38 min

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