Fidelity Answers: The Investment Podcast
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About This 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.
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Recent Episodes
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…
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…
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…
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…
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…
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…
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,…
Fidelity Answers | BONUS: Why you can't - and shouldn't - take central bank independence for granted | With Salman Ahmed
Central bank independence has suddenly become a big issue where, for investors, it matters the most: on US interest rates. In this bonus edition, Fidelity Global Head of Macro Salman Ahmed breaks…
Fidelity Answers: What will falling US interest rates mean for my portfolio?
What happens if the Federal Reserve makes good on White House demands for lower interest rates but inflation holds up? Fidelity portfolio managers Becky Qin and Philip Fielding discuss the potential…
The Investors Guide to Asia: Is 2026 the year for India?
External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor’s Guide to Asia, Fidelity International Investment Director Nitin Mathur…
Fidelity Answers: BONUS | We're not in an AI bubble yet - here's why
Surging interest in artificial intelligence has generated huge gains for tech stocks across the world this year. But with the stock market hitting new highs, there are growing concerns that we might…
Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
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 left in the AI boom and places to hide if it goes…
The Investor's Guide to Asia: Korean value and a new era of shareholder return
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 corporate governance change the way foreign capital sees the…
Fidelity Answers: How to reimagine investing for an ageing world?
What are the challenges - and opportunities - that longevity poses to investors? What are the investment solutions that can support longer lives and how can portfolios benefit? Seb Morton-Clark is…
Fidelity Answers: BONUS | The economics of longevity with Salman Ahmed
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 work? Here Fidelity International's Global Head of…
The Investor's Guide to Asia: Why Asia high yield is back
From Indian renewables operators to Bangkok banks, the Asia high yield market has moved on from China’s property sector problems, and annualised returns over the last three years are running in…
Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Doubts over interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final months of 2025. Seb Morton-Clark and co-host…
Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?
Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and…
The Investor's Guide to Asia: Chinese consumption - Labubu and beyond
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 listen to carefully. Hosts Stuart Rumble and Taosha…
Fidelity Answers: What if Treasuries aren't so safe anymore?
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 portfolios. So what might you favour instead? Fund…
Frequently Asked Questions
Fidelity Answers: The Investment Podcast has published 100 episodes since June 2021, covering topics in Business, Business News.
Fidelity Answers: The Investment Podcast is currently active with new episodes every 2 weeks. Average episode length is 34m.
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