Fundamentals: The Investment Research Podcast

Fidelity International
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Fundamentals: The Investment Research Podcast

Fundamentals is a show from Fidelity International that taps the brains of our analysts for on-the-ground insights from around the world about the industries and businesses you're investing in. From trends to disruptions, from political upheavals to changing regulation, how are corporates responding to the growing complexity of global business and less predictable markets? Who will be the winners and who the losers?  

  1. 2023/01/19

    Trailer: Trade Offs

    Tune in for a new series that gets under the bonnet of business and sustainability. From finance to energy to agriculture, how do business leaders balance the needs of all stakeholders and what are the trade offs they have to make in the process? Ned Salter, Global Head of Investment Research at Fidelity International, interviews chief executives in critical sectors about the difficult decisions they face when it comes to ESG. Episode One with Bank of America's Brian Moynihan coming soon to Fidelity Answers.   See omnystudio.com/listener for privacy information.

    2 分鐘

  2. 2020/12/17

    The future of... green investing: How Covid is adding fuel to the decarbonisation megatrend

    What impact has the Covid-19 pandemic had on climate policies, companies' approach to environmental issues, and the market for green securities? Editor in Chief Richard Edgar talks to three of Fidelity International's climate investment specialists to understand what's in store for this expanding market: portfolio managers Velislava Dimitrova and Kris Atkinson, and Global Economist Anna Stupnytska. See omnystudio.com/listener for privacy information.

    47 分鐘

  3. 2020/09/21

    The future of... banking: The rescued to the rescue

    The Covid-19 crisis has seen a dramatic turnaround for the banking sector. Vilified for the Global Financial Crisis, banks this time have been a key part of the solution acting as essential shock absorbers for economies across the world. But as debts rise, rates fall, and economic growth peters out, what will it mean to be a lender in a crisis? Has the role of banks changed for good? And what could that mean for the proliferating fintech companies - and investors? Richard Edgar hears from the experts: Shanghai-based equities analyst Monica Li, and cross-asset analysts Federico Wynne and Lee Sotos. See omnystudio.com/listener for privacy information.

    55 分鐘

  4. 2020/07/06

    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. See omnystudio.com/listener for privacy information.

    35 分鐘

  5. 2020/06/12

    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. See omnystudio.com/listener for privacy information.

    39 分鐘

  6. 2020/05/18

    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. See omnystudio.com/listener for privacy information.

    21 分鐘

  7. 2020/05/07

    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.  See omnystudio.com/listener for privacy information.

    39 分鐘

  8. 2020/04/29

    How our ESG ratings performed during the Covid crash

    Market volatility has given the research team the perfect opportunity to put Fidelity's sustainability ratings through their paces and ask the question: do good ESG credentials lead to a better performance in a downturn? The results are eye-opening. To explain the research and what it means for sustainable investing at Fidelity and beyond, Editor in Chief Richard Edgar is joined by ESG Analyst Ana-Victoria Quaas, Director of Quantitative Research for Fixed Income Joe Hanmer, and Head of Equities and Global Head of Equities Research Ned Salter. See omnystudio.com/listener for privacy information.

    24 分鐘
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簡介

Fundamentals is a show from Fidelity International that taps the brains of our analysts for on-the-ground insights from around the world about the industries and businesses you're investing in. From trends to disruptions, from political upheavals to changing regulation, how are corporates responding to the growing complexity of global business and less predictable markets? Who will be the winners and who the losers?  

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