Podcast Episodes
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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 f…
1 year 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 U…
1 year, 1 month ago
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 re…
1 year, 3 months 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 …
1 year, 3 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 …
1 year, 4 months 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 rec…
1 year, 5 months 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 gover…
1 year, 5 months 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 meg…
1 year, 7 months 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 …
1 year, 7 months 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 …
1 year, 8 months ago