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Artwork for Fidelity Answers: The Investment Podcast

Fidelity Answers: The Investment Podcast

Fidelity International
China
Artificial Intelligence
Energy Transition
Inflation
Sustainability
Emerging Markets
Tariffs
Decarbonization
Economic Growth
Fidelity International
Renewable Energy
Real Estate
Climate Change
Central Bank Independence
US Federal Reserve
India
US Economy
Commodities
Interest Rates
Investment Strategies

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 ac... more

PublishesTwice monthlyEpisodes100Founded8 years ago
Number of ListenersCategories
Business NewsInvestingNewsBusiness

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Artwork for Fidelity Answers: The Investment Podcast

Latest Episodes

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 Purc... more

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 t... more

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 inc... more

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 ... more

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Recent Guests

Ravin Seeneevassen
Portfolio Manager focused on inflation, interest rates, and bonds
Fidelity International
Episode: Fidelity Answers: What kind of fixed income can protect my portfolio when inflation is rising?
Reggie Pan
Hong Kong-based analyst focusing on industrials and robotics
Fidelity International
Episode: The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye
Teddy Gao
Hong Kong-based analyst covering China small caps
Fidelity International
Episode: The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye
Sam Heithersay
Mining expert at Fidelity on rare earths
Fidelity International
Episode: The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye
Niamh Brodie-Machura
CIO for Equities, Fidelity
Fidelity International
Episode: Fidelity Answers: Volatility is extreme. What are the investment trends I should keep in focus?
Marion Le Morhedec
CIO for Fixed Income, Fidelity
Fidelity International
Episode: Fidelity Answers: Volatility is extreme. What are the investment trends I should keep in focus?
Carsten Roemheld
Capital Market Strategist
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

Hosts

Seb Morton-Clark
Host of Fidelity Answers: The Investment Podcast
Stuart Rumble
Head of Investment Directing for Asia Pacific; Host of The Investor's Guide to Asia
Taosha Wang
Co-host, Multisight Portfolio Manager

Reviews

4.6 out of 5 stars from 58 ratings
  • Great information, fix the audio volume please

    Great information but for the love of god, please fix the microphone or audio level or something, you need to really crank up the volume to hear what these guys are saying compare to my other podcasts. Crazy

    Apple Podcasts
    4
    JhonnyTheNOOB
    United Statesa month ago
  • 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 Kingdom6 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.

Audience appreciates diverse guest perspectives and actionable investment ideas.
Beneficial macro insights and practical portfolio takeaways.
Some listeners feel coverage is US-centric and long disclaimers detract from content.

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: Volatility is extreme. What are the investment trends I should keep in focus?
Q: What is the strongest underpinning for the equity market through the rest of 2026?
The strongest underpinning is the upward trajectory of earnings, with analysts seeing earnings continuing to rise through 2026, supported by AI-driven productivity gains and improved earnings visibility, which helps offset higher valuations and sustains a broader market rally.
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.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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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?

A professional, finance-focused show that brings portfolio managers and analysts from a major asset manager to discuss macro trends, asset allocation, and market dynamics. Episodes frequently explore volatility, central banks, inflation, emerging markets, energy and AI-driven disruptions, and themes like diversification, fixed income strategy, and earnings narratives. Notable is the heavy involvement of Fidelity International leaders and a strong emphasis on practical portfolio positioning and scenario planning for multi-asset strategies. This mix should appeal to investment professionals, researchers, and sophisticated individual investors seeking actionable insights and global market context, especially around Asia, credit, and macro poli... more

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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. The Personal Investor
2. Fidelity Viewpoints: Market Sense
3. Investors' Chronicle
4. Merryn Talks Money
5. On The Money

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

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. Ravin Seeneevassen
2. Reggie Pan
3. Teddy Gao
4. Sam Heithersay
5. Niamh Brodie-Machura
6. Marion Le Morhedec
7. Carsten Roemheld
8. George Efstathopolous

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