Fidelity Answers: The Investment Podcast

Fidelity International

China

Artificial Intelligence

Energy Transition

Sustainability

Inflation

Emerging Markets

Tariffs

Decarbonization

Economic Growth

Renewable Energy

Fidelity International

Climate Change

Real Estate

Central Bank Independence

India

Healthcare

US Federal Reserve

US Economy

Commodities

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

58 ratings

Publishes	Twice monthly	Episodes	100	Founded	8 years ago
Number of Listeners		Categories	NewsInvestingBusinessBusiness News

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Guests Hosts Reviews Charts Talking Points

Latest Episodes

Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?

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 Jona... more

17 Jul 2026 • 38 min • Most popular

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

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

29 Jun 2026 • 32 min

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

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

18 Jun 2026 • 38 min

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

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

19 May 2026 • 39 min

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Recent Guests

Johnny Tseng

Senior tech analyst on the equities research team

Fidelity International

Episode: Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?

Sam Thomas

US equities portfolio manager

Fidelity International

Episode: Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?

Kitty Yang

Senior analyst on Fidelity's multi-asset team

Fidelity

Episode: Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?

Edoardo Cilla

Economist on Fidelity's macro and strategic asset allocation team

Fidelity

Episode: Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?

Emma Newey Clark

Healthcare analyst on the equity side at Fidelity

Fidelity

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

George Efstathopoulos

Multi-Asset Portfolio Manager

Fidelity International

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

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?

Dale Nicholls

Portfolio manager at Fidelity, explains investment positioning and risk

Fidelity International

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

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

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 States2 months 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

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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.

Apple Podcasts	#140	United Kingdom/Business/Investing
Apple Podcasts	#215	Singapore/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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

Q: What are the long-term opportunities that you've been spotting in equity markets, and how might they hold up if the AI story falters?

The team notes that high-quality equities, especially in cyclicals with depressed multiples, can offer defensive upside if AI sentiment cools, while continuing to benefit from earnings resilience and balance-sheet strength; the discussion also highlights the importance of stock-level selection within sectors rather than broad sector bets, and the potential for value in areas like industrials and utilities tied to energy transition and grid investment.

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

Q: You've described this as a scenario of the haves and have-nots. Can you explain what that means, please?

It refers to a two-tier dynamic where North Asia, led by Korea and Taiwan, enjoys robust AI-driven capex and export strength, while many Southeast Asian economies struggle with higher energy import bills, inflationary pressures, and weaker growth. The trajectory of policy responses, currency stability, and capital flows will likely widen performance gaps unless policy credibility and domestic demand support improve across the lagging economies.

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

Q: George, can we start with you? And maybe just putting this into broader context, we've obviously seen quite a lot of divergence across the Asian economies. What does it mean for investors?

The main takeaway is that Asia exhibits a persistent North-South split: North Asia benefits from AI-capex cycles and stronger domestic demand, while Southeast Asia faces energy-import dependencies and more fragile growth. Investors should embrace diversification across rates, FX, and credit to capture the dispersion and avoid broad-based exposure, focusing on sectors and countries with structural resilience and policy credibility.

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.

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?

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. Market Insights
4. Investing Insights
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. Johnny Tseng
2. Sam Thomas
3. Kitty Yang
4. Edoardo Cilla
5. Emma Newey Clark
6. George Efstathopoulos
7. Ravin Seeneevassen
8. Dale Nicholls

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