Podcast Episodes

The Investor's Guide to China: Shareholder return (#29)

The story of China's economy and stock market has long been one of rapid growth. But as policymakers pivot to focus on the quality - instead of the velocity - of growth, investors are turning their a…

Published on 1 year, 4 months ago

The Investor's Guide to China: Cities and migration (#28)

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, …

Published on 1 year, 6 months ago

Rich Pickings: Asia and Latin America are reshaping the world for investors

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to d…

Published on 1 year, 6 months ago

The Investor's Guide to China: China's bond market (#27)

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, tackle a topic that often flies under the radar, but could in fact hold great potential for i…

Published on 1 year, 7 months ago

Rich Pickings: Ready for a reset | Analyst Survey 2024

How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company managers about shifting geopolitics?

For well over a…

Published on 1 year, 7 months ago

Rich Pickings: What the lessons of 2023 can teach investors for the year ahead

From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha Wang, Ian Samson and Talib Sheikh. What can the in…

Published on 1 year, 8 months ago

The Investor's Guide to China: Transition materials (#26)

In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, explore the critical role of transition materials — minerals and elements, such as lithium, c…

Published on 1 year, 8 months ago

Rich Pickings: Outlook 2024 - Four ways forward

Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, Anna Stupnytska, to discuss the four scenarios Fidel…

Published on 1 year, 9 months ago

The Investor's Guide to China: In conversation with Louis-Vincent Gave (#25)

In this special edition of The Investor’s Guide to China, Catherine Yeung, Investment Director, is joined in Hong Kong by Louis-Vincent Gave, the founder and CEO of Gavekal, a leading independent pro…

Published on 1 year, 10 months ago

Rich Pickings: Higher rates - is the transmission mechanism broken... or just delayed

Richard Edgar is joined by Steve Ellis, Chief Investment Officer for Fixed Income, Gita Bal, Global Head of Fixed Income Research, and Salman Ahmed, Fidelity’s Global Head of Macro and Strategic Asse…

Published on 1 year, 10 months ago