Fidelity Answers: The Investment Podcast

Fidelity Answers: BONUS | We're not in an AI bubble yet - here's why

16 Dec 2025

Contributed by Lukas

Surging interest in artificial intelligence has generated huge gains for tech stocks across the world this year. But with the stock market hitting new...

Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?

27 Nov 2025

Contributed by Lukas

Demand isn’t the main driver of profitability, supply is. In the latest edition, portfolio managers Fred Sykes and Tom Record look for the money...

The Investor's Guide to Asia: Korean value and a new era of shareholder return

31 Oct 2025

Contributed by Lukas

It’s one of this year’s global stock market success stories: South Korean equities are emerging from decades in the shadows as reforms of ...

Fidelity Answers: How to reimagine investing for an ageing world?

24 Oct 2025

Contributed by Lukas

What are the challenges - and opportunities - that longevity poses to investors? What are the investment solutions that can support longer lives and h...

Fidelity Answers: BONUS | The economics of longevity with Salman Ahmed

24 Oct 2025

Contributed by Lukas

An ageing global population is set to bring profound pressures to bear on the macroeconomic models and norms of the past century. Can we make it all w...

The Investor's Guide to Asia: Why Asia high yield is back

15 Sep 2025

Contributed by Lukas

From Indian renewables operators to Bangkok banks, the Asia high yield market has moved on from China’s property sector problems, and annualised...

Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?

10 Sep 2025

Contributed by Lukas

Doubts over interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final mon...

Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

24 Jul 2025

Contributed by Lukas

Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Po...

The Investor's Guide to Asia: Chinese consumption - Labubu and beyond

17 Jul 2025

Contributed by Lukas

From Labubu dolls to EVs to AI, 2025 has turned up the volume on Chinese products and Chinese ideas, but it’s a tune financial investors need to...

Fidelity Answers: What if Treasuries aren't so safe anymore?

26 Jun 2025

Contributed by Lukas

Long-dated US Treasuries, the most popular go to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in po...

Fidelity Answers: US or Europe, where should you invest now?

21 May 2025

Contributed by Lukas

Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But through a p...

The Investor's Guide to Asia: The great tariff reshape

08 May 2025

Contributed by Lukas

China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager George Efs...

Fidelity Answers: How should investors respond to a changing America?

14 Apr 2025

Contributed by Lukas

An opportunity for the euro? Time to buy gold? Or the advantages of cash in a crisis where interest rates aren’t already at zero. The opportunit...

The Investor's Guide to Asia: Innovation

13 Mar 2025

Contributed by Lukas

Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities analyst Jonat...

Fidelity Answers: Where’s the value in bond markets?

06 Mar 2025

Contributed by Lukas

We answer the questions investors are asking. Bottom up? Top down? What’s the best way to look for opportunities in volatile bond markets? Fidel...

Trump, China, AI: Hear what over a hundred of our analysts have to say

03 Feb 2025

Contributed by Lukas

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...

The Investor's Guide to China: The bull vs bear debate (#35)

19 Dec 2024

Contributed by Lukas

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 reb...

Outlook 2025: The divergence dividend

05 Dec 2024

Contributed by Lukas

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...

The Investor's Guide to China: Chinese e-commerce goes global (#34)

01 Nov 2024

Contributed by Lukas

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 C...

Fidelity Answers: How to invest in the energy transition

27 Sep 2024

Contributed by Lukas

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 re...

The Investor’s Guide to China: Dealing with China's debt (#33)

24 Sep 2024

Contributed by Lukas

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 govern...

The Investor’s Guide to China: Asia's bright spots (#32)

07 Aug 2024

Contributed by Lukas

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 me...

Fidelity Answers: Deconstructing active ETFs

23 Jul 2024

Contributed by Lukas

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...

The Investor’s Guide to China: The renminbi effect (#31)

12 Jul 2024

Contributed by Lukas

In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost a...

The Investor's Guide to China: Healthcare (#30)

07 Jun 2024

Contributed by Lukas

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver ...

Rich Pickings: The long-term themes challenging investors

25 Apr 2024

Contributed by Lukas

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, Richar...

The Investor's Guide to China: Shareholder return (#29)

24 Apr 2024

Contributed by Lukas

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 ve...

The Investor's Guide to China: Cities and migration (#28)

08 Mar 2024

Contributed by Lukas

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implica...

Rich Pickings: Asia and Latin America are reshaping the world for investors

19 Feb 2024

Contributed by Lukas

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, ...

The Investor's Guide to China: China's bond market (#27)

07 Feb 2024

Contributed by Lukas

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, tackle a topic that often flies under the ra...

Rich Pickings: Ready for a reset | Analyst Survey 2024

29 Jan 2024

Contributed by Lukas

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 man...

Rich Pickings: What the lessons of 2023 can teach investors for the year ahead

21 Dec 2023

Contributed by Lukas

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha W...

The Investor's Guide to China: Transition materials (#26)

19 Dec 2023

Contributed by Lukas

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, explore the critical role of transition mate...

Rich Pickings: Outlook 2024 - Four ways forward

20 Nov 2023

Contributed by Lukas

Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Ann...

The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25)

25 Oct 2023

Contributed by Lukas

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 fo...

Rich Pickings: Higher rates - is the transmission mechanism broken... or just delayed

19 Oct 2023

Contributed by Lukas

Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, F...

The Investor's Guide to China: Japanification (#24)

10 Oct 2023

Contributed by Lukas

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 agein...

Rich Pickings: Challenging the narrative on recession, inflation and rates

27 Jul 2023

Contributed by Lukas

This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard Edgar is jo...

The Investor's Guide to China: De-dollarisation (#23)

18 Jul 2023

Contributed by Lukas

When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and finance fo...

The Investor's Guide to China: China Consumer (#22)

20 Jun 2023

Contributed by Lukas

China’s economic rebound hasn’t been as strong as many anticipated. But then, it’s not that surprising, as no one was expecting any major stimul...

Private Credit: What role could it play in traditional portfolios?

19 Jun 2023

Contributed by Lukas

With the shifting fortunes of economies, what role could Private Credit play in traditional portfolios? Richard Edgar is joined by Fidelity’s Head o...

Bioacoustics: Bonus interview with Dr Doug Gurr

18 May 2023

Contributed by Lukas

Dr Doug Gurr, Director of London's Natural History Museum, joins Richard Edgar to discuss the urgency of tackling biodiversity loss and what the finan...

Bioacoustics: Could sound solve biodiversity's data deficit?

18 May 2023

Contributed by Lukas

How do you measure biodiversity? From the forests of Borneo, with the help of a pioneering team of scientists, Fidelity have followed a project to exp...

The Investor’s Guide to China: Decarbonising China (#21)

16 May 2023

Contributed by Lukas

2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2...

Rich Pickings podcast: Preparing portfolios for climate risks

02 May 2023

Contributed by Lukas

What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets...

The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)

22 Mar 2023

Contributed by Lukas

Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions ...

Rich Pickings: Looking for cracks in the system after SVB

17 Mar 2023

Contributed by Lukas

After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stupnytska, Global Macro Economis...

Trade Offs | Bunge: The Analysis

21 Feb 2023

Contributed by Lukas

Bunge is one of the world's biggest agriculture commodity businesses. Linking farmers with customers is a complex job. But doing it sustainably? Bunge...

Trade Offs | Bunge: The Interview

21 Feb 2023

Contributed by Lukas

From farmers to customers, agriculture commodities powerhouse Bunge works with thousands of stakeholders along vast value chains. Its scale means infl...

Trade Offs | Serco: The Interview

14 Feb 2023

Contributed by Lukas

Keeping profits, social responsibility, and public relations on an even keel is no mean feat when you're a government contractor. UK services company ...

Trade Offs | Serco: The Analysis

14 Feb 2023

Contributed by Lukas

Managing and looking after people is core to a government services company like Serco. And the risk management that goes with such work demands a very...

Rich Pickings: Light at the end of the tunnel | Analyst Survey 2023

13 Feb 2023

Contributed by Lukas

Just how confident do CEOs feel about the year ahead? Do they really expect earnings to grow? Is reaching net zero still a priority? For answers to th...

The Investor's Guide to China: China's reopening and supply chains (#19)

13 Feb 2023

Contributed by Lukas

After three years, China has dropped its zero-Covid policy, and 2023 has brought a sharp rebound in activity. Road traffic, hotel bookings and many ot...

Trade Offs | Baker Hughes: The Interview

07 Feb 2023

Contributed by Lukas

Lorenzo Simonellis is chief executive of one of the world's biggest oilfield services and energy technology companies, Baker Hughes. It supports tradi...

Trade Offs | Baker Hughes: The Analysis

07 Feb 2023

Contributed by Lukas

What can investors learn from the trade offs an energy CEO is facing and the choices he's making? Fidelity's experts go over the highlights from the i...

Trade Offs | Bayer: The Interview

31 Jan 2023

Contributed by Lukas

Feeding 8 billion people with limited arable land is one of the modern world's most pressing headaches. Add to that a growing concern over the impact ...

Trade Offs | Bayer: The Analysis

31 Jan 2023

Contributed by Lukas

In this episode Fidelity's investment team take a closer look at some of the highlights from the interview with Bayer's chief executive Werner Baumann...

Trade Offs | Bank of America: The Interview

24 Jan 2023

Contributed by Lukas

As chief executive of one of the world's largest financial institutions for more than a decade Brian Moynihan has led Bank of America through some tum...

Trade Offs | Bank of America: The Analysis

24 Jan 2023

Contributed by Lukas

In this episode Fidelity's investment team take a closer look at some of the highlights from the interview with Bank of America's chief executive Bria...

From Davos: Fidelity's CEO on Ukraine, central banks, and management sentiment

23 Jan 2023

Contributed by Lukas

As the World Economic Forum in Davos comes to a close, Fidelity's Richard Edgar talks to Chief Executive Anne Richards about her takeaways from the we...

Trailer: Trade Offs

19 Jan 2023

Contributed by Lukas

Tune in for a new series that gets under the bonnet of business and sustainability. From finance to energy to agriculture, how do business leaders bal...

Rich Pickings: Your questions answered!

23 Dec 2022

Contributed by Lukas

For our festive special Richard Edgar is joined by Head of Equities for Asia Pacific Marty Dropkin, Portfolio Manager Aditya Khowala, and Global Macro...

The Investor's Guide to China: China's Onshore Markets (#18)

12 Dec 2022

Contributed by Lukas

China's economy and its markets have faced a number of headwinds in 2022. Slowing growth, geopolitical uncertainty, the impact of the country's Covid ...

Rich Pickings: Outlook 2023 - navigating the polycrisis

08 Dec 2022

Contributed by Lukas

After a year of volatility and uncertainty, how should investors navigate the year ahead? Richard Edgar is joined by Steve Ellis, Global Chief Investm...

The Investor's Guide to China: China's Next Phase (#17)

09 Nov 2022

Contributed by Lukas

Chinese equities markets have been volatile in the wake of last month’s Communist Party Congress in Beijing, where the country's leadership line up ...

The Investor's Guide to China: Private Markets (#16)

29 Sep 2022

Contributed by Lukas

So much of the investment conversation is dominated by companies that have already gone public. But it's not always just about listed companies. Inves...

Fed hike: What you're missing from the inflation narrative

23 Sep 2022

Contributed by Lukas

Fidelity's Chief Investment Officer for Fixed Income Steve Ellis talks to Richard Edgar about the unexpected consequences of the Fed's rate hike cycle...

Tell us what you think about Fidelity Answers

07 Sep 2022

Contributed by Lukas

Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 of Amazon v...

The Investor's Guide to China: Engaging with companies in China (#15)

11 Aug 2022

Contributed by Lukas

To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation and sustain...

Rich Pickings: Where next for consumers and a download from Silicon Valley

08 Aug 2022

Contributed by Lukas

Fresh from meeting industry leaders in Silicon Valley, Portfolio Manager Hyun Ho Sohn and analyst Jonathan Tseng join Richard Edgar to share their tho...

Help shape Fidelity Answers

14 Jul 2022

Contributed by Lukas

Help us make podcasts that give you, our listeners, what you want. Take this short survey and we'll enter you in to a prize draw for £250 of Amazon v...

Rich Pickings: Turning the tanker - how engagement on sustainability is changing companies from within

04 Jul 2022

Contributed by Lukas

What do companies really think of sustainability? What are they doing to improve their ESG credentials? These are some of the many questions 161 of Fi...

The Investor's Guide to China: Common Prosperity (#14)

07 Jun 2022

Contributed by Lukas

The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world. Investor...

Rich Pickings: No easy answers - the ESG questions raised by the Russia-Ukraine war

11 May 2022

Contributed by Lukas

From the energy transition to withdrawing from Russian assets, the conflict in Ukraine has put environmental, social and governance issues in the spot...

The Investor's Guide to China: Supply Chains (#13)

28 Apr 2022

Contributed by Lukas

Now over two years into this pandemic and the world is still battling some serious supply chain disruptions - all the more so, of course, with the war...

Rich Pickings: Tectonic shifts - mapping the disruption to economies and supply chains

29 Mar 2022

Contributed by Lukas

One month on from the start of the war in Ukraine, the knock-on effects for the global economy and the old world order are becoming clearer. With disr...

The Investor's Guide to China: Debt (#12)

21 Mar 2022

Contributed by Lukas

A lot of the financial headlines we’re seeing about China lately involve debt of one form or another. It could be a real estate company that bor...

Rich Pickings: Mind the roadblocks - the 2022 Analyst Survey

22 Feb 2022

Contributed by Lukas

Volatile markets, unpredictable governments, rising costs - how does one begin to run a company in such uncertain times? How are managers feeling abou...

Rich Pickings: Central bank watch - planning for policy shifts

02 Feb 2022

Contributed by Lukas

In our first episode of the year we hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022. How m...

ESG at an industrial titan: BHP’s chief executive on the hard decisions

21 Dec 2021

Contributed by Lukas

How do you forge a sustainable future when you're the CEO of one of the world's biggest mining companies? BHP Chief Executive Mike Henry talks to Fide...

2021: A sustainability odyssey

21 Dec 2021

Contributed by Lukas

The pandemic and COP26 made 2021 a big year for sustainability. In this final podcast of the year we round up the main themes and ask where next for i...

The Investor's Guide to China: Demographics (#11)

23 Nov 2021

Contributed by Lukas

China’s labour pool is shrinking as the population ages and more people retire than enter the workforce. How people save and invest as they...

Rich Pickings: Catch 2022 - what's in store for the year ahead

19 Nov 2021

Contributed by Lukas

Chief investment officers and economists assess the policy dilemmas and big investment themes of 2022.  Richard Edgar is joined by Steve Ell...

Rich Pickings: Practical (and green) investing for the climate transition

04 Nov 2021

Contributed by Lukas

Climate change is a complex and ever-changing challenge for markets. In this podcast we hear how investors can map a path through the transition while...

The Investor's Guide to China: Regulation (#10)

13 Oct 2021

Contributed by Lukas

Regulation in China is nothing new. But anyone observing the financial headlines in recent years, and certainly over recent months, will have noted a ...

Rich Pickings: The uncomfortable trade

04 Oct 2021

Contributed by Lukas

A reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: in the month’s Rich Pickings we gather the experts to help make...

Ready, steady, pitch! Analysts on their most exciting investment trends

30 Jul 2021

Contributed by Lukas

In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to...

The Investor's Guide to China: China in the world - an interview with Gavekal's Louis-Vincent Gave (#9)

06 Jul 2021

Contributed by Lukas

China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, ...

Rich Pickings: Where next for inflation

25 Jun 2021

Contributed by Lukas

Is inflation here today, gone tomorrow? Or in for the long haul? This is the question preying on the minds of central bankers and investors alike. But...

ESG Analyst Survey: A world of opportunity

14 Jun 2021

Contributed by Lukas

Fidelity International's first ESG-focused Analyst Survey reveals our analysts believe the opportunities to be had from the decarbonisation megatrend ...

Rich Pickings: The real workhorse of Asia Pacific

12 May 2021

Contributed by Lukas

China might dominate headlines but there's a lot more to Asia Pacific than a single country. We're talking developed economies with well-established c...

The Investor's Guide to China: Trade and growth (#8)

07 Apr 2021

Contributed by Lukas

The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Ana...

Rich Pickings: The Testing of The Fed and other tales of central bank credibility

01 Apr 2021

Contributed by Lukas

Efforts to mitigate the economic impact of Covid-19 have left us with debt mountains higher than after the second world war. As governments begin to r...

Rich Pickings: Fidelity's Global CIO on inflation and The Fed

18 Mar 2021

Contributed by Lukas

Andrew McCaffery, Global Chief Investment Officer at Fidelity International, talks to Richard Edgar about the current psychology of markets, The Fed's...

Rich Pickings: Counting down the days - the 2021 Analyst Survey

01 Mar 2021

Contributed by Lukas

The results are in for Fidelity's annual Analyst Survey. Over 140 sector experts from across the world have been asked for a detailed picture of how t...

The future of... green investing: How Covid is adding fuel to the decarbonisation megatrend

17 Dec 2020

Contributed by Lukas

What impact has the Covid-19 pandemic had on climate policies, companies' approach to environmental issues, and the market for green securities? Edito...

China stewardship: Witness an evolution

07 Dec 2020

Contributed by Lukas

Exclusive research carried out by Fidelity International reveals the changes taking place in the boardrooms of China and amongst its investors. In thi...

The Investor's Guide to China: Belt and Road (#7)

26 Nov 2020

Contributed by Lukas

The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Ana...

From Rich Pickings: US elections and the very different fiscal scenarios

29 Oct 2020

Contributed by Lukas

With US elections round the corner we thought this episode from our sister podcast, Rich Pickings, would be of interest to listeners. Fidelity's Globa...

The future of... banking: The rescued to the rescue

21 Sep 2020

Contributed by Lukas

The Covid-19 crisis has seen a dramatic turnaround for the banking sector. Vilified for the Global Financial Crisis, banks this time have been a key p...