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Fidelity Answers: The Investment Podcast Fidelity Answers: The Investment Podcast Fidelity International Les Grosses Têtes Les Grosses Têtes RTL Drivetime Drivetime RTÉ Radio 1 Civil Discourse Civil Discourse Nia Rodgers and Dr. John Aughenbaugh Versió RAC1 - L'hora a hora Versió RAC1 - L'hora a hora RAC1 The Michael Knowles Show The Michael Knowles Show The Daily Wire PRN - Fast Talk Podcast PRN - Fast Talk Podcast Performance Racing Network Sibling Rivalry Sibling Rivalry Sibling Rivalry Public Power Now Public Power Now American Public Power Association Matteo Caccia racconta Matteo Caccia racconta Radio 24 GÉOPOLITIQUE PROFONDE (www.geopolitique-profonde.com) GÉOPOLITIQUE PROFONDE (www.geopolitique-profonde.com) Franck Pengam Cyber Crime Junkies Cyber Crime Junkies Cyber Crime Junkies. Host David Mauro. Agriland Podcasts Agriland Podcasts Agriland The Crop It Like It's Hot Podcast The Crop It Like It's Hot Podcast Farmers Guardian Arable The Watchman River Podcast The Watchman River Podcast Watchman River - Tom Cote Due South Due South Jeff Tiberii, Leoneda Inge Enspire-Radio Enspire-Radio Enspire Radio The Lawfare Podcast: Patreon Edition The Lawfare Podcast: Patreon Edition The Lawfare Institute Scotcast Scotcast BBC Radio Scotland The Crime Agents The Crime Agents Global Rádio UFRJ | Informação & Conhecimento Rádio UFRJ | Informação & Conhecimento Rádio UFRJ The Todd Huff Show The Todd Huff Show Todd Huff 3 Martini Lunch – Political Humor & Commentary 3 Martini Lunch – Political Humor & Commentary Jim Geraghty & Greg Corombos – Political Humor Commentary RADIO KULTURAEUROPA RADIO KULTURAEUROPA RADIO KULTURAEUROPA World News - رویدادهای جهان World News - رویدادهای جهان رادیو افغانستان اینترنشنال - Radio Afghanistan International Las noticias en Onda Cero Las noticias en Onda Cero OndaCero The Bible and Our Culture The Bible and Our Culture pastorjayt Olean Reads Olean Reads Niagara Frontier Radio Reading Servce The Dawgs - A Cleveland Browns Podcast The Dawgs - A Cleveland Browns Podcast The Dawgs Podcast Science Tech Brief By HackerNoon Science Tech Brief By HackerNoon HackerNoon Cybersecurity Tech Brief By HackerNoon Cybersecurity Tech Brief By HackerNoon HackerNoon Tech Stories Tech Brief By HackerNoon Tech Stories Tech Brief By HackerNoon HackerNoon Behind the Story Behind the Story RTÉ News Web3 Tech Brief By HackerNoon Web3 Tech Brief By HackerNoon HackerNoon Cadena SER Navarra Cadena SER Navarra Cadena SER Radio Linares Radio Linares Cadena SER Radio Algeciras Radio Algeciras Cadena SER
Fidelity Answers: The Investment Podcast

News

Fidelity Answers: The Investment Podcast

Fidelity International

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

June 29, 2026 10:38am 32 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 P...

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

June 18, 2026 6:24am 38 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 Efst...

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

May 19, 2026 10:42am 39 min

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 fr...

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

April 27, 2026 7:47am 26 min

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,...

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

April 23, 2026 10:28am 37 min

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 ...

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

March 30, 2026 6:23am 26 min

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 wor...

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

March 19, 2026 11:07am 36 min

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 ...

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

March 11, 2026 4:19am 41 min

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 Inves...

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

February 26, 2026 11:48am 35 min

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 ind...

Fidelity Answers | BONUS: Why you can't - and shouldn't - take central bank independence for granted | With Salman Ahmed

February 06, 2026 6:55am 11 min

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 down the implications fo...

Fidelity Answers: What will falling US interest rates mean for my portfolio?

January 27, 2026 8:25am 37 min

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 for a period of finan...

The Investors Guide to Asia: Is 2026 the year for India?

January 15, 2026 1:20am 35 min

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 discusses the chances of ...

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

December 16, 2025 5:10am 20 min

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 be in the midst of an...

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

November 27, 2025 10:25am 30 min

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 wrong, while arguing inve...

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

October 31, 2025 4:12am 32 min

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 Seoul market. With th...

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

October 24, 2025 8:50am 36 min

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 joined by the Director ...

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

October 24, 2025 2:29am 21 min

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 Macro Salman Ahmed d...

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

September 15, 2025 2:36am 38 min

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 double digits. But what ar...

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

September 10, 2025 7:25am 32 min

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 Caroline Shaw assess the ris...

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

July 24, 2025 10:56am 36 min

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 (self-confessed AI sceptic) Dmit...

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