Fidelity Answers: The Investment Podcast

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.

Fidelity Answers: The Investment Podcast is a business podcast hosted by Fidelity International, with 100 episodes on record and a Required Pod Score of 80.

Fidelity International hosts Fidelity Answers: The Investment Podcast, a business show with 100 episodes published.

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  Fidelity Answers: The Investment Podcast

  Fidelity Answers: Is a turning point coming for fixed income?

  Sep 30, 202638 min

  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.

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  Fidelity Answers: The Investment Podcast

  Fidelity Answers BONUS: Is America borrowing too much? | With Salman Ahmed

  Sep 30, 202614 min

  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.

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  Fidelity Answers: The Investment Podcast

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

  Jul 17, 202639 min

  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.

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  Fidelity Answers: The Investment Podcast

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

  Jun 29, 202633 min

  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.

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  Fidelity Answers: The Investment Podcast

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

  Jun 18, 202638 min

  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.

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