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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
Japan
Inflation
Transition Materials
Export-Import Dynamics
US Dollar
Active Etfs
High-Yield Bonds
Financial Stability
Real Estate Market
Renewable Energy
Fidelity International
Emerging Markets
Economic Recovery

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.

PublishesTwice monthlyEpisodes100Founded8 years ago
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BusinessNewsBusiness NewsInvesting

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Artwork for Fidelity Answers: The Investment Podcast

Latest Episodes

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 ... more

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 sh... more

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, portfol... more

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 t... more

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Recent Guests

Carsten Roemheld
Capital Market Strategist
Fidelity International
Episode: Fidelity Answers: How should I react to turmoil in the Middle East?
Marion Le Morhedec
Chief Investment Officer for Fixed Income
Fidelity International
Episode: Fidelity Answers: How should I react to turmoil in the Middle East?
Niamh Brodie-Machura
Chief Investment Officer for Equities
Fidelity International
Episode: Fidelity Answers: How should I react to turmoil in the Middle East?
George Efstathopolous
Portfolio Manager and Co-Head of Multi-Asset Research
Fidelity International
Episode: Fidelity Answers: How should I react to turmoil in the Middle East?
Nick Price
Manager of emerging market portfolios
Fidelity International
Episode: The Investor's Guide to Asia: Where next for China's stock market
Nitin Mathur
Investment director for Indian equities and emerging market equities at Fidelity
Fidelity
Episode: The Investors Guide to Asia: Is 2026 the year for India?
Charlie Wood
Head of UK Institutional Clients at Fidelity
Fidelity International
Episode: Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
Fred Sykes
European Fund Manager focusing on opportunities in the European market
Fidelity International
Episode: Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
Tom Record
Portfolio Manager working on global strategies
Fidelity International
Episode: Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?

Hosts

Seb Morton-Clark
Host of Fidelity Answers, providing insights into investment strategies and market dynamics.
Stuart Rumble
Head of Investment Directing for Asia Pacific at Fidelity International, focusing on investment strategies in the Asia Pacific region.
Toasha Wang
Multi-Asset Portfolio Manager, specializing in diverse investment strategies across various asset classes.

Reviews

4.7 out of 5 stars from 57 ratings
  • Great discussions

    Podcast Addict
    5
    Cougar
    4 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 Kingdom5 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 Kong7 years ago

Listeners Say

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

Informative and interesting, though some feel it is too US-centric and occasionally simplistic in its economic analysis.
Many appreciate the structured presentation and depth of investment knowledge shared, although some critique the disclaimers at the end for being lengthy.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Fidelity Answers: What impact is the Middle East conflict having on industry?
Q: Today, what can we say about the likely impact on the ground of the shock facing the global economy and how should portfolios be positioned?
Analysts are conducting cross-sector, bottom-up assessments to identify which supply chains and cost structures will be disrupted, with a focus on energy, raw materials, and consumer impact, while scenario planning continues to map possible post-conflict outcomes and how to adjust portfolios accordingly.
The Investor's Guide to Asia: Where next for China's stock market
Q: What is the outlook for domestic demand and consumption in China after the government's growth targets and reforms?
Consumption is likely to stay muted in the near term with structural shifts, but there are pockets of resilience in services and selective brands; the government's focus on domestic demand and local government fiscal support could underpin a gradual stabilization.
The Investor's Guide to Asia: Where next for China's stock market
Q: Cynthia, how are investors looking at Chinese investment opportunities through the lens of AI and rapid development?
AI remains a key driver in Greater China, but sentiment differs by market segment and geography; hardware and semis show more enthusiasm, while software names in some parts of the market face valuation and disruption concerns.
The Investor's Guide to Asia: Where next for China's stock market
Q: Nick, maybe we can start with you. With tensions in the Middle East and higher oil prices, how should investors think about the global backdrop right now?
The duration of the oil shock matters most; short spikes are manageable, but prolonged higher prices raise inflation expectations and can constrain policy easing, increasing near-term volatility.
Fidelity Answers: What will falling US interest rates mean for my portfolio?
Q: What will falling US rates mean for my asset allocation this year?
The answer might be to take some more risk, be creative with defensive plays, and focus on emerging markets while keeping an eye on political risks.

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?

Content focuses on various aspects of investing, particularly in global markets, commodities, and the implications of economic shifts. Discussions often involve analysis from portfolio managers and industry experts on topics like central bank policies, geopolitical risks, and sector-specific investment opportunities. Noteworthy themes include the effects of technology on investment strategies, the resilience of emerging markets, and insights into demographic trends that shape investment landscapes. The approach is informative with professional commentary, aiming to equip investors with actionable insights and diverse perspectives to navigate complex financial environments.

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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. The Personal Investor
4. Investing Insights
5. The Long View

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Fidelity Answers: The Investment Podcast launched 8 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. Carsten Roemheld
2. Marion Le Morhedec
3. Niamh Brodie-Machura
4. George Efstathopolous
5. Nick Price
6. Nitin Mathur
7. Charlie Wood
8. Fred Sykes

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