Fidelity Answers: The Investment Podcast

Hosted by Fidelity International

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Episodes

100

Latest episode

Jul 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.

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60 recent

July 17, 202638 min

Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?

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.

June 29, 202632 min

Fidelity Answers: Where should I look if I need to play defence?

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.

June 18, 202638 min

The Investor’s Guide to Asia: The ‘haves’ and ‘have-nots’

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.

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.

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Fidelity Answers: The Investment Podcast

About the show

Listen to episodes

Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?

Fidelity Answers: Where should I look if I need to play defence?

The Investor’s Guide to Asia: The ‘haves’ and ‘have-nots’

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

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

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

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

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

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

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

Is this your show?

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