Podcast Episodes

The Investor's Guide to China: The bull vs bear debate (#35)

As we wrap up 2024, investors remain divided on the future of the Chinese stock market. Bullish investors are betting on policy support to spark a rebound, while the sceptics see structural challenge…

Published on 8 months, 3 weeks ago

Outlook 2025: The divergence dividend

If 2024 was the year of elections, 2025 is the year when all of those decisions come home to roost.

As the world’s major economies take increasingly divergent paths in search of growth - where should…

Published on 9 months ago

The Investor's Guide to China: Chinese e-commerce goes global (#34)

Did you know that America's most popular free iPhone app last year and the world's favourite fast fashion brand the year before were both created by Chinese companies? The rise of online shopping pla…

Published on 10 months, 1 week ago

Fidelity Answers: How to invest in the energy transition

When it comes to decarbonising the world - the scale of the challenge can feel overwhelming.

It’s going to need astronomical levels of capital, a reconfiguration of markets, and radical regulation. A…

Published on 11 months, 2 weeks ago

The Investor’s Guide to China: Dealing with China's debt (#33)

China has come out with a string of policies that are targeted to reinvigorate economic growth. Some of the policies are adding leverage to the government’s balance sheet. A question that investors a…

Published on 11 months, 2 weeks ago

The Investor’s Guide to China: Asia's bright spots (#32)

In this bonus episode, we're hearing about three investment ideas that are exciting Fidelity’s Asia portfolio managers and how they play into the megatrends of artificial intelligence, the energy tra…

Published on 1 year, 1 month ago

Fidelity Answers: Deconstructing active ETFs

Growing numbers of investors are turning to active ETFs. What’s behind this boom, and what role can they play in portfolios? Ben Moshinsky is joined by Stefan Kuhn, Fidelity International’s Head of E…

Published on 1 year, 1 month ago

The Investor’s Guide to China: The renminbi effect (#31)

In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost almost 10 per cent against the US dollar in the la…

Published on 1 year, 1 month ago

The Investor's Guide to China: Healthcare (#30)

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older.…

Published on 1 year, 3 months ago

Rich Pickings: The long-term themes challenging investors

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Richard Edgar is joined by Fidelity's Head of Equities …

Published on 1 year, 4 months ago