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Artwork for Fidelity Answers: The Investment Podcast

Fidelity Answers: The Investment Podcast

Fidelity International
China
Artificial Intelligence
Economic Growth
Debt and GDP
Interest Rates
Healthcare
Renminbi
Inflation
Japan
Transition Materials
Export-Import Dynamics
US Dollar
Active Etfs
High-Yield Bonds
Real Estate Market
Financial Stability
Renewable Energy
Fidelity International
Emerging Markets
Sustainability

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.

PublishesMonthlyEpisodes100Founded7 years ago
Number of ListenersCategories
BusinessInvestingNewsBusiness News

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Artwork for Fidelity Answers: The Investment Podcast

Latest Episodes

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... more

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 doi... more

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) Dmitry Solomakhin, plus technology... more

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 Wang are joined by portfolio managers Cynthia Chen an... more

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Tae Ho Ryu
Portfolio Manager with insights on Asia high yield credit
Fidelity International
Episode: The Investor's Guide to Asia: Why Asia high yield is back
Terrence Pang
Portfolio Manager sharing perspective on credit investing
Fidelity International
Episode: The Investor's Guide to Asia: Why Asia high yield is back
Peiqian Liu
Asia economist discussing macro outlook
Fidelity International
Episode: The Investor's Guide to Asia: Why Asia high yield is back
Theresa Zhou
Expert in Chinese equity markets
Fidelity International
Episode: The Investor's Guide to Asia: Why Asia high yield is back
Caroline Shaw
Multi-asset manager
Episode: Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
James Durance
Fixed income fund manager
Episode: Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Tristan Purcell
Equity fund manager
Episode: Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Othman El Iraki
Property credit analyst
Episode: Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Clay Bavor
Co-founder of Sierra AI, a fast-moving startup focused on transforming customer interactions with businesses through AI agents.
Sierra AI
Episode: Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

Hosts

Seb Morton-Clark
Host of Fidelity Answers
Stuart Rumble
Head of Investment Directing for Asia Pacific at Fidelity International

Reviews

4.6 out of 5 stars from 54 ratings
  • Great discussions

    Podcast Addict
    5
    Cougar
    3 years ago
  • Spoiled by very long disclaimer(s) at end of pod

    Informative and interesting, shame it is so US centric. Spoiled by very long disclaimer(s) at end of pod which when I'm listening, seem as long (or longer) than the pos itself!

    Apple Podcasts
    3
    EdPeters2
    United Kingdom4 years ago
  • Interesting but limited?

    Well structured and presented as ever by Richard Edgar but there’s too much generalising as the USA has made more progress on its climate response than is given credit for. Could this be lazy analysis as it’s easier to accept the narrative that America has not progressed under the Trump administration? Companies all over the world continue to make adjustments using technology in the relentless pursuit of profit using less inputs, and it’s not always down to government coercion.

    Apple Podcasts
    3
    Swiss-wilson
    United Kingdom5 years ago
  • Good

    Good to know more about investment

    Apple Podcasts
    5
    C.KH
    Hong Kong6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall, the content is well-received for its informative nature, detailing current market trends and investment strategies.
Some express concerns about the podcast's focus, suggesting it may be too centered on U.S. perspectives, limiting global applicability.
Listeners appreciate the investment insights provided by finance professionals, noting the valuable expert opinions.

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Talking Points

Recent interactions between the hosts and their guests.

Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Q: What happens if we see sharply lower US rates and potentially even another round of QE?
Historically, lower rates lead to favorable outcomes for credit products despite overall economic slowdowns.
Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Q: What are the risks in the real estate sector going forward?
Rising government bond yields may present risks, but many companies have improved their balance sheets and are well-positioned now.
Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Q: How can I build a more resilient portfolio?
You can build resilience by diversifying your assets across different sectors and focusing on income-generating investments.
Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?
Q: How confident are you that AI is an area where gains are being made?
There is tangible progress being made now in AI applications, particularly in customer service and coding, which proves the technology is advancing and can substantiate the investment.
Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?
Q: What do you think is driving this phenomenal investment in AI?
There's a mix of ego among tech leaders who want to be first, and a growing realization that in this fast-paced world, being late can mean losing out completely.

Audience Metrics

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Frequently Asked Questions About Fidelity Answers: The Investment Podcast

What is Fidelity Answers: The Investment Podcast about and what kind of topics does it cover?

Focused on providing insights directly from portfolio managers and analysts, this podcast offers a comprehensive look at various investment topics, market trends, and economic factors that influence investment decisions. Episodes delve into sectors such as technology, fixed income, equities, and emerging markets, blending expert commentary with practical advice for investors. Notably, the discussions often address the implications of both current events and long-term structural changes in the financial landscape, making this a valuable resource for both novice and experienced investors alike.

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Which podcasts are similar to Fidelity Answers: The Investment Podcast?

These podcasts share a similar audience with Fidelity Answers: The Investment Podcast:

1. Market Insights
2. Fidelity Viewpoints: Market Sense
3. Investing Insights
4. Barron's Live
5. Thoughts on the Market

How many episodes of Fidelity Answers: The Investment Podcast are there?

Fidelity Answers: The Investment Podcast launched 7 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Fidelity Answers: The Investment Podcast?

Recent guests on Fidelity Answers: The Investment Podcast include:

1. Tae Ho Ryu
2. Terrence Pang
3. Peiqian Liu
4. Theresa Zhou
5. Caroline Shaw
6. James Durance
7. Tristan Purcell
8. Othman El Iraki

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