Episodes
100
Latest episode
Oct 2026
Language
EN-US
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.
With markets entering a less certain phase, defensive strategies are coming to the fore. But how do you construct resilience without missing out on the rally? Multi-asset portfolio managers Mario Baronci and Pranav Aggarwal tell Seb Morton-Clark what they're buying now to secure capital against radically contrasting future scenarios. See omnystudio.com/listener for privacy information.
In the latest episode of The Investors’ Guide to Asia, portfolio managers Joseph Zhang and Terence Tsai tell Amit Moudgil that the AI boom in China, Taiwan and Korea - and elsewhere - has much further to run, even if some elements look more stretched than a year ago. Plus Asia Economist Peiqian Liu on Asia's fiscal response to the Iran oil shock. See omnystudio.com/listener for privacy information.
Worries about public debt have come back to haunt markets, along with a new stream of issuance from the tech companies spending billions on AI. Yet with yields higher than they've been in years, at some point they should appeal to investors who want stable solid returns. Seb Morton-Clark asks fixed income portfolio managers James Durance and Tim Foster how much longer we should fear the longer end of the bond curve. With contributions from Fidelity International's Global Head of Macro and Strategic Asset Allocation Salman Ahmed and Analyst Sukhy Kaur . Credits Producers: Patrick Graham, Holli Eastman, Rachel Reed Studio: Adam Sheldrake, Pete Rees Editor: Connor Baillie See omnystudio.com/listener for privacy information.
Is something big happening in debt markets? Seb Morton-Clark talks to Fidelity International's Global Head of Macro and Strategic Asset Allocation Salman Ahmed about the future of government debt burdens and how they might be paid off. Credits Producers: Patrick Graham, Holli Eastman, Rachel Reed Studio: Adam Sheldrake, Pete Rees Editor: Connor Baillie See omnystudio.com/listener for privacy information.
Will AI lead to mass layoffs? Are the costs already getting too much for companies? And are the billions of investment already starting to come good? Fresh from a visit to Silicon Valley, US equities portfolio manager Sam Thomas and tech analyst Jonathan Tseng answer these questions and more, with the help of new Fidelity analyst survey data and a macro study that predicts gains in growth. With additional contributions from multi asset analyst Kitty Yang and economist Edoardo Cilla . See omnystudio.com/listener for privacy information.
With AI soaking up the lion's share of investor attention (and capital), opportunities are appearing in other parts of the market to pick up quality assets at relatively attractive valuations. Seb Morton-Clark talks to Portfolio Managers Tristan Purcell and Alex Laing, and Director of Research for Fixed Income Rebecca Motta about the options for adding to defensive positions in case the near-term future proves less ebullient than the recent past. With additional contributions from healthcare analyst Emma Newey Clark. See omnystudio.com/listener for privacy information.
Asia has proven more resilient than expected to the Middle East oil market shock, but energy security and the AI capex cycle are reshaping the region into a more fragmented investment landscape, fund managers George Efstathopoulos and Terrence Pang tell Stuart Rumble in the latest episode. See omnystudio.com/listener for privacy information.
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.
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 Tham Studio operators: Keith Chuen, Tommy Su, Kelvin Sim Post production: Tommy Su Additional support from Alexis Horsburgh and Shani Semenec Editor: Seb Morton-Clark See omnystudio.com/listener for privacy information.
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 Reed Studio operators: Alex Willcox Post production: Connor Baillie Social producer: Ben Traynor Design: Mark Hamilton Editor: Seb Morton-Clark See omnystudio.com/listener for privacy information.
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
Stefanie Shaughnessy
An iad UK Podcast
Matt East
Sean Smith, Mike Mella, & Amanda Lutz
Payments Consulting Network
