Mato just raised pre-seed Read more
Podcast charts
Published by Fidelity International
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.
On the charts
Every published chart this podcast appears in, in the snapshot behind this page. Each one links to the chart it came off.
The Mato Topic Intelligence Platform does not report this podcast as charting in a published category in this snapshot.
From the feed
The latest episodes published to this podcast’s own RSS feed. Titles and descriptions are the publisher’s.
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.
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.
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.
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 from two of Fidelity's fixed income portfolio managers - Ravin Seeneevassen and Tim Foster - about why they think markets are under-appreciating the risks and how inflation-linked bonds can help. See omnystudio.com/listener for privacy information.
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, from China’s fast‑developing robotics sector and emerging small‑cap opportunities to Australia’s politically sensitive rare earths industry. Alongside analysts Reggie Pan , Sam Heithersay and Teddy Gao , he explains how deep, company‑level research shapes investment conviction and feeds directly into portfolio decisions. ------ Credits Producers: Patrick Graham, Judy Chen, Rory Fong, Dan Tham Studio operators: Keith Chuen, Tommy Su, Kelvin Sim Post production: Tommy Su Additional support from Alexis Horsburgh and Shani Semenec Editor: Seb Morton-Clark See omnystudio.com/listener for privacy information.
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 at markets in what feels like a crucial moment. -------- Credits Producers: Patrick Graham, Rachel Reed Studio operators: Alex Willcox Post production: Connor Baillie Social producer: Ben Traynor Design: Mark Hamilton Editor: Seb Morton-Clark See omnystudio.com/listener for privacy information.
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 world, and how should portfolios be positioned? Seb Morton-Clark digs into the details with Fidelity's Head of Equity Research in Europe, Punam Sharma , and fund manager Marcel Stotzel . See omnystudio.com/listener for privacy information.
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 is this chiefly a period of short-term volatility to look through? Seb Morton-Clark is joined in the studio by Capital Markets Strategist Carsten Roemheld to analyse views from a range of Fidelity's investment experts including CIO for Equities Niamh Brodie-Machura , CIO for Fixed Income Marion Le Morhedec , Global Head of Macro Salman Ahmed , and Multi Asset Portfolio Manager George Efstathopolous as they consider the state of the Strait of Hormuz and where next for markets. Watch the podcast on YouTube Watch the Fidelity webinar See omnystudio.com/listener for privacy information.
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 Investor’s Guide to Asia , portfolio managers Nick Price and Cynthia Chen explore all this and more to explore why Chinese equities continue to play a pivotal role in global portfolios. Hosts Taosha Wang and Stuart Rumble guide the conversation, unpacking what long‑term investors need to understand about China’s evolving market dynamics. We also hear from Analyst Bunny Huang , reporting on the ground in Shanghai, where she speaks directly with shoppers about what’s driving their spending habits. And Asia Economist Peiqian Liu joins us fresh from the National Party Congress in China to share her immediate takeaways and what they could mean for the region’s economic outlook. Please note that this podcast was recorded on March 3. See omnystudio.com/listener for privacy information.
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 industrials companies essential to the process are finally enjoying a moment in the sun. In the latest episode of Fidelity Answers we talk to portfolio managers Oliver Hextall and Ashish Bhardwaj , and analyst Laura Stafford, about how the trend is likely to develop and who is benefitting. See omnystudio.com/listener for privacy information.
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 for the short and the long term. See omnystudio.com/listener for privacy information.
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 financial repression in the United States and what it will mean for investors, while Senior Sovereign Analyst Andressa Tezine explains the political risks of an election year in Brazil. See omnystudio.com/listener for privacy information.
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 a turnaround in 2026 and why we should focus more on India’s long-term growth story. With Stuart Rumble and Toasha Wang. Additional contributions from Portfolio Manager Terence Tsai and Asia Economist Peiqian Liu. See omnystudio.com/listener for privacy information.
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 AI bubble. In this bonus edition of the Fidelity Answers podcast Patrick Graham puts four possible flaws in the AI investment case to Terence Tsai, one of Fidelity's portfolio managers who has invested strongly in the boom and therefore one of the people looking hardest for evidence of when it ends. See omnystudio.com/listener for privacy information.
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 investors should obsess a bit less about GDP growth and macroeconomics. Plus: analyst Srishti Sinha on the risks to a US power sector flooded with datacentre investment. See omnystudio.com/listener for privacy information.
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 the help of fund managers Jochen Breuer and Lynda Zhou , this month’s podcast investigates whether that surge in confidence is really justified, what else needs to be done for it to continue, and where in the region is also making advances when it comes to shareholder returns. With additional contributions from Asia Economist Peiqian Liu, who gives us her take on China's 4th plenum, and Analyst JaeMin Shim. Hosted by Stuart Rumble and Toasha Wang . See omnystudio.com/listener for privacy information.
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 of the National Institute for Ageing Nic Palmarini, Fidelity's Global Head of Client Solutions Katie Roberts, and Portfolio Manager Julie-Ann Ashcroft. With additional contributions form Global Head of Macro Salman Ahmed. Click here for an extended interview with Salman on what older populations mean for economies and the wider world. See omnystudio.com/listener for privacy information.
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 discusses the likely impact on inflation, taxation, public debt and inequality, and the choices policymakers will have to make in response. See omnystudio.com/listener for privacy information.
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 are the risks? Stuart Rumble and Taosha Wang talk to fund managers Tae Ho Ryu and Terrence Pang . We also hear from Fidelity Asia economist Peiqian Liu on the latest macro signals and portfolio manager Theresa Zhou on China’s stock market rally. See omnystudio.com/listener for privacy information.
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 risks - and what we should be doing about them - with portfolio managers James Durance and Tristan Purcell . With additional contributions from real estate credit analyst Othman El Iraki. See omnystudio.com/listener for privacy information.
Ranking source
Apple Podcasts rankings via the Mato Topic Intelligence Platform.
Observed September 19, 2026. Cached outside the daily freshness window; the positions keep the date they were taken on.
Apple and Apple Podcasts are trademarks of Apple Inc., registered in the U.S. and other countries.
Pairs with
Bring this source into Mato to read its transferable patterns, then turn them into an original show for your own audience.