Fidelity Answers: The Investment Podcast

Fidelity International
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Fidelity Answers: The Investment Podcast

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? 

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

    2024/12/19

    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 分钟

  2. 2024/12/05

    Outlook 2025: The divergence dividend

    If 2024 was the year of elections, 2025 is the year when all of those decisions come home to roost. As the world’s major economies take increasingly divergent paths in search of growth - where should investors be looking for opportunities? Carsten Roemheld, Capital Markets Strategist at Fidelity, is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Rosanna Burcheri, an equities Portfolio Manager, and Marty Dropkin, Head of Equities for Asia Pacific, to discuss this and how they are positioning for the year ahead. You can read Fidelity International's 2025 Outlook in full here. See omnystudio.com/listener for privacy information.

    39 分钟
  3. The Investor's Guide to China: Chinese e-commerce goes global (#34)

    2024/11/01

    The Investor's Guide to China: Chinese e-commerce goes global (#34)

    Did you know that America's most popular free iPhone app last year and the world's favourite fast fashion brand the year before were both created by Chinese companies? The rise of online shopping platforms like Temu and Shein are evidence that China is no longer just selling goods to the rest of the world, but exporting entire e-commerce business models. In this episode, Marty Dropkin, Head of Equities, Asia Pacific, is joined by portfolio manager Hyomi Jie and investment analyst Sherry Qin to discuss the origin of Chinese e-commerce platforms and follow their journey across the world.  With additional contributions from investment analyst Elroy Ng. See omnystudio.com/listener for privacy information.

    32 分钟

  4. 2024/09/27

    Fidelity Answers: How to invest in the energy transition

    When it comes to decarbonising the world - the scale of the challenge can feel overwhelming. It’s going to need astronomical levels of capital, a reconfiguration of markets, and radical regulation. And it needs to happen fast. If you’re an investor trying to align portfolios with climate pathways as well as capture all of the opportunities that are out there related to the energy transition - it's a lot to think about. In this edition of Fidelity Answers, Katie Constance, Head of Sustainability for European distribution, is joined by Gabriel Wilson-Otto, Head of Sustainable Investing Strategy, and Portfolio Managers Kris Atkinson and James Richards to discuss the practical steps investors can take, where the risks lie, and importantly where to look for those opportunities. With additional contributions from Adrian Benedict and Nina Flitman. You can read our practitioners guide in full here, or on your local Fidelity website. See omnystudio.com/listener for privacy information.

    33 分钟
  5. The Investor’s Guide to China: Dealing with China's debt (#33)

    2024/09/24

    The Investor’s Guide to China: Dealing with China's debt (#33)

    China has come out with a string of policies that are targeted to reinvigorate economic growth. Some of the policies are adding leverage to the government’s balance sheet. A question that investors are asking is: how much more will China realistically spend to stimulate the economy? So far, these policies have focused on shoring up demand - unlike after the financial crisis, when China spent trillions of renminbi to expand supply. That is an importance difference because it implies policymakers remain disciplined in the way they choose to manage debt. Marty Dropkin, Head of Equities, Asia Pacific, asks Fidelity International’s Director of Research for Fixed Income, Asia Pacific, Bich Nguyen, and Fixed Income Portfolio Manager, Tae Ho Ryu, about how investors should approach the issue. With an additional contribution from Portfolio Manager Olivia He. This episode was recorded on September 12th, 2024, before the most recent policy measures were announced. READ Read a summary of this episode here. Read our analysis on how China keeps its debt in order here. For a more in-depth take on China’s bond market, listen to the previous podcast episode on the renminbi here. See omnystudio.com/listener for privacy information.

    30 分钟
  6. The Investor’s Guide to China: Asia's bright spots (#32)

    2024/08/07

    The Investor’s Guide to China: Asia's bright spots (#32)

    In this bonus episode, we're hearing about three investment ideas that are exciting Fidelity’s Asia portfolio managers and how they play into the megatrends of artificial intelligence, the energy transition, and shifting supply chains. Marty Dropkin, Head of Equities, Asia Pacific, is joined by Monica Li, Fidelity International’s Director of Research for China. With additional contributions from three of the company’s portfolio managers who have recently returned from a research trip in China: Dale Nicholls, Taosha Wang, and Madeleine Kuang.  READ To read more on the three megatrends discussed in this podcast, please visit fidelityinternational.com Marty and Monica also discussed the Third Plenum - an important economic policy meeting that took place recently. For our analysis on that, read this article here. For a more in-depth take on China’s currency and interest rates, listen to the previous podcast episode on the renminbi here. See omnystudio.com/listener for privacy information.

    29 分钟

  7. 2024/07/23

    Fidelity Answers: Deconstructing active ETFs

    Growing numbers of investors are turning to active ETFs. What’s behind this boom, and what role can they play in portfolios? Ben Moshinsky is joined by Stefan Kuhn, Fidelity International’s Head of ETF Distribution for Europe, Caroline Shaw, multi asset Portfolio Manager, and Andrew Craswell, Head of Client Relationship Management at Brown Brothers Harriman to discuss what makes an active ETF active, and how they’re reshaping the investment landscape. With additional contributions from Portfolio Manager Ilia Chelomianski. See omnystudio.com/listener for privacy information.

    36 分钟
  8. The Investor’s Guide to China: The renminbi effect (#31)

    2024/07/12

    The Investor’s Guide to China: The renminbi effect (#31)

    In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost almost 10 per cent against the US dollar in the last 18 months. Is this a result of economic weakness in China or just another chapter in the strong dollar story? How is the renminbi performing against other currencies like the Japanese yen? Is currency weakness a cyclical challenge for the country or a structural trend? And what should investors do about it? To help answer these questions, Marty Dropkin, Head of Equities, Asia Pacific, is joined by Asia Economist, Peiqian Liu, and Fixed Income Portfolio Manager, Belinda Liao. With additional contributions from Portfolio Manager Casey McLean. To read more on the renminbi, please visit fidelityinternational.com To read Belinda’s article on hedging, click here. To listen to the previous podcast episode on ‘Japanification’, click here.   See omnystudio.com/listener for privacy information.

    25 分钟
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关于

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? 

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