Fidelity Answers: The Investment Podcast

Hosted by Fidelity International

Business NewsInterviews guestsExplicit

Website RSS feed

Episodes

100

Latest episode

May 2026

Language

EN-US

About the show

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. We also publish here our sister podcast, The Investor's Guide to Asia, to bring you ideas from our experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.

Listen to episodes

60 recent

May 19, 202639 min

Fidelity Answers: What kind of fixed income can protect my portfolio when inflation is rising?

With inflation expectations soaring, and fixed income yields rising with them, what safe havens does the bond market offer for capital in an environment of higher prices and geopolitical shocks? Seb Morton-Clark hears from two of Fidelity's fixed income portfolio managers - Ravin Seeneevassen and Tim Foster - about why they think markets are under-appreciating the risks and how inflation-linked bonds can help.See omnystudio.com/listener for privacy information.

April 27, 202626 min

The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye

What do investment analysts really contribute to the decisions fund managers make and how are those insights used in practice? Fund manager Dale Nicholls joins Stuart Rumble and Taosha Wang to explore three case studies, from China’s fast‑developing robotics sector and emerging small‑cap opportunities to Australia’s politically sensitive rare earths industry. Alongside analysts Reggie Pan, Sam Heithersay and Teddy Gao, he explains how deep, company‑level research shapes investment conviction and feeds directly into portfolio decisions. ------ Credits Producers: Patrick Graham, Judy Chen, Rory Fong, Dan ThamStudio operators: Keith Chuen, Tommy Su, Kelvin Sim Post production: Tommy SuAdditional support from Alexis Horsburgh and Shani SemenecEditor: Seb Morton-ClarkSee omnystudio.com/listener for privacy information.

April 23, 202637 min

Fidelity Answers: Volatility is extreme. What are the investment trends I should keep in focus?

Even with an energy shock, there are reasons for investors to be hopeful about both stocks and bonds. Chief Investment Officers for fixed income and equities, Marion Le Morhedec and Niamh Brodie-Machura take a hard look at markets in what feels like a crucial moment.   -------- Credits Producers: Patrick Graham, Rachel ReedStudio operators: Alex WillcoxPost production: Connor Baillie Social producer: Ben Traynor Design: Mark HamiltonEditor: Seb Morton-ClarkSee omnystudio.com/listener for privacy information.

March 30, 202626 min

Fidelity Answers: What impact is the Middle East conflict having on industry?

Hostilities in the Middle East are grinding into their fifth week and the impact is spreading through the global economy. What can we say about the likely effects on the ground of the shock facing industry around the world, and how should portfolios be positioned? Seb Morton-Clark digs into the details with Fidelity's Head of Equity Research in Europe, Punam Sharma, and fund manager Marcel Stotzel.See omnystudio.com/listener for privacy information.

March 19, 202636 min

Fidelity Answers: How should I react to turmoil in the Middle East?

The conflict in the Middle East shows no immediate signs of abating, and markets are now pricing in a longer period of instability than had been apparent two weeks ago. Does that derail this year's big market trends? Or is this chiefly a period of short-term volatility to look through? Seb Morton-Clark is joined in the studio by Capital Markets Strategist Carsten Roemheld to analyse views from a range of  Fidelity's investment experts including CIO for Equities Niamh Brodie-Machura, CIO for Fixed Income Marion Le Morhedec, Global Head of Macro Salman Ahmed, and Multi Asset Portfolio Manager George Efstathopolous as they consider the state of the Strait of Hormuz and where next for markets.  Watch the podcast on YouTube Watch the Fidelity webinarSee omnystudio.com/listener for privacy information.

March 11, 202641 min

The Investor's Guide to Asia: Where next for China's stock market

What does the make-up of an audience at a Chinese comedy show tell you? Why is gold the hot new thing amongst Chinese consumers? And how should investors sensibly approach Chinese tech? In the latest episode of The Investor’s Guide to Asia, portfolio managers Nick Price and Cynthia Chen explore all this and more to explore why Chinese equities continue to play a pivotal role in global portfolios. Hosts Taosha Wang and Stuart Rumble guide the conversation, unpacking what long‑term investors need to understand about China’s evolving market dynamics. We also hear from Analyst Bunny Huang, reporting on the ground in Shanghai, where she speaks directly with shoppers about what’s driving their spending habits. And Asia Economist Peiqian Liu joins us fresh from the National Party Congress in China to share her immediate takeaways and what they could mean for the region’s economic outlook. Please note that this podcast was recorded on March 3.See omnystudio.com/listener for privacy information.

February 26, 202635 min

Fidelity Answers: Is there a new investment case for commodities and industrials?

After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for everything from the energy transition to AI infrastructure, the commodities and industrials companies essential to the process are finally enjoying a moment in the sun. In the latest episode of Fidelity Answers we talk to portfolio managers Oliver Hextall and Ashish Bhardwaj, and analyst Laura Stafford, about how the trend is likely to develop and who is benefitting.See omnystudio.com/listener for privacy information.

February 6, 202611 min

Fidelity Answers | BONUS: Why you can't - and shouldn't - take central bank independence for granted | With Salman Ahmed

Central bank independence has suddenly become a big issue where, for investors, it matters the most: on US interest rates. In this bonus edition, Fidelity Global Head of Macro Salman Ahmed breaks down the implications for the short and the long term. See omnystudio.com/listener for privacy information.

January 27, 202637 min

Fidelity Answers: What will falling US interest rates mean for my portfolio?

What happens if the Federal Reserve makes good on White House demands for lower interest rates but inflation holds up? Fidelity portfolio managers Becky Qin and Philip Fielding discuss the potential for a period of financial repression in the United States and what it will mean for investors, while Senior Sovereign Analyst Andressa Tezine explains the political risks of an election year in Brazil.See omnystudio.com/listener for privacy information.

January 15, 202635 min

The Investors Guide to Asia: Is 2026 the year for India?

External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor’s Guide to Asia, Fidelity International Investment Director Nitin Mathur discusses the chances of a turnaround in 2026 and why we should focus more on India’s long-term growth story. With Stuart Rumble and Toasha Wang. Additional contributions from Portfolio Manager Terence Tsai and Asia Economist Peiqian Liu.See omnystudio.com/listener for privacy information.