Podcast Episodes

Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?

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 Carolin…

Published on 11 hours ago

Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

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-confe…

Published on 1 month, 2 weeks ago

The Investor's Guide to Asia: Chinese consumption - Labubu and beyond

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 Wa…

Published on 1 month, 3 weeks ago

Fidelity Answers: What if Treasuries aren't so safe anymore?

Long-dated US Treasuries, the most popular go to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead? Fund …

Published on 2 months, 2 weeks ago

Fidelity Answers: US or Europe, where should you invest now?

Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But through a period of substantial change in policy, and even t…

Published on 3 months, 2 weeks ago

The Investor's Guide to Asia: The great tariff reshape

China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager George Efstathopoulos and Asia Economist Peiqian Liu join hosts …

Published on 4 months ago

Fidelity Answers: How should investors respond to a changing America?

An opportunity for the euro? Time to buy gold? Or the advantages of cash in a crisis where interest rates aren’t already at zero. The opportunities and risks of a period of profound volatility on mar…

Published on 4 months, 3 weeks ago

The Investor's Guide to Asia: Innovation

Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities analyst Jonathan Tseng actually view current geopolitical tens…

Published on 5 months, 4 weeks ago

Fidelity Answers: Where’s the value in bond markets?

We answer the questions investors are asking. Bottom up? Top down? What’s the best way to look for opportunities in volatile bond markets? Fidelity fund managers James Durance and Mike Riddell talk t…

Published on 6 months ago

Trump, China, AI: Hear what over a hundred of our analysts have to say

What do thousands of company meetings tell investors about the state of the world in 2025?

What do leadership teams think about the impact of a new US administration? Where can investors seek value i…

Published on 7 months, 1 week ago