Fidelity Answers: The Investment Podcast

Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities analyst Jonathan Tseng actually view current geopolitical tension as a positive for investors in the region. Why? Find out as they discuss all things Asia innovation with hosts Stuart Rumble and Taosha Wang .   See omnystudio.com/listener for privacy informa...

We answer the questions investors are asking. Bottom up? Top down? What’s the best way to look for opportunities in volatile bond markets? Fidelity fund managers  James Durance and Mike Riddell talk to hosts Rosie McMellin and Ben Moshinsky about how they’re responding to a sudden shift in the market narrative.  See omnystudio.com/listener for privacy information.

What do thousands of company meetings tell investors about the state of the world in 2025? What do leadership teams think about the impact of a new US administration? Where can investors seek value in China? And how are companies embracing AI? Fidelity International’s annual Analyst Survey answers these questions and more. Ben Moshinsky is joined by Co-Chief Investment Officer Niamh Brodie-M...

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 econ...

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 equit...

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 Eq...

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...

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 trill...

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...

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 a...

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 curren...

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older. But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink their approach to the sector? Or should they doubl...

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grappling with them. With additional contributions from Global Co-CIO A...

The story of China's economy and stock market has long been one of rapid growth. But as policymakers pivot to focus on the quality - instead of the velocity - of growth, investors are turning their attention to something more long-lasting: shareholder returns. Dividends and buybacks are moving up the agenda of regulators and companies in China, generating interest for investors across the market,...

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, and where investors should be looking. In this episode, Catherine Yeung , Investment Director, and Marty Dropkin , Head of Equities, Asia Pacific, take you across China through the lens of Fidelity Int...

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbour. With additional contributions from Fidelity's G...

In this episode, Catherine Yeung , Investment Director, and Marty Dropkin , Head of Equities, Asia Pacific, tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market. Investors focused on the stock market, and the challenges Chinese property developers are facing, have often overlooked China’s bonds, which have boasted some of the be...

How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics? For well over a decade we’ve been asking our worldwide network of sector analysts these questions (and about 80 more) - to get a unique bottom-up picture of the companies they cover. Their conclusions form Fidelity I...

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha Wang, Ian Samson and Talib Sheikh. What can the investment stories of the year teach us about the year ahead? With additional contributions from Lee Sotos and Patrick Graham.  See omnystudio.com/listener for privacy information.

In this episode, Catherine Yeung , Investment Director, and Marty Dropkin , Head of Equities, Asia Pacific, explore the critical role of transition materials — minerals and elements, such as lithium, cobalt, and nickel, that are essential to developing and deploying clean energy technologies. Demand for these materials around the world continues to grow so securing a reliable supply of them is a p...

Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Anna Stupnytska, to discuss the four scenarios Fidelity's investment teams are watching for 2024.  With additional contributions from Fidelity's Chief Sustainability Officer Jenn-Hui Tan, Head of European Real Estate, Neil Cable, and Head of Private Cre...

In this special edition of The Investor’s Guide to China, Catherine Yeung , Investment Director, is joined in Hong Kong by Louis-Vincent Gave , the founder and CEO of Gavekal, a leading independent provider of global investment research. They tackle questions from the development of China’s AI landscape and what it means for the country’s youth unemployment, to what the stellar performance of the...

Richard Edgar is joined by Steve Ellis , Chief Investment Officer for Fixed Income, Gita Bal , Global Head of Fixed Income Research, and Salman Ahmed , Fidelity’s Global Head of Macro and Strategic Asset Allocation, to discuss whether the levers central banks have to pull are working.   With additional contributions from Multi Asset Portfolio Manager Caroline Shaw . See omnystudio.com/listener for...

When you look at some of the big economic issues China is dealing with today—lacklustre growth, a real estate slump, price disinflation, or an ageing population—you quickly realise Japan has been through a lot of the same challenges. What can we learn from Japan’s experiences? Is there a policy playbook there for how to respond to similar economic pressures for China, or indeed, any other country...

This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is joined by Fixed Income CIO Steve Ellis, Global Macro Economist Anna Stupnytska, and Portfolio Manager Rosanna Burcheri. And Nina Flitman takes a look at what the destocking trend in the chemicals sector could tell us about wider market stress with thre...