The Investor’s Guide to Asia: Asia's AI trade
In the latest episode of The Investors' Guide to Asia, portfolio managers Joseph Zhang and Terence Tsai tell Amit Moudgil that the AI boom i...
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For Investment Professionals Only is a new podcast from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we b...
Episodes
20 of 107 episodesFidelity Answers: Is a turning point coming for fixed income?
Worries about public debt have come back to haunt markets, along with a new stream of issuance from the tech companies spending billions on...
Fidelity Answers BONUS: Is America borrowing too much? | With Salman Ahmed
Is something big happening in debt markets? Seb Morton-Clark talks to Fidelity International's Global Head of Macro and Strategic Asset Allo...
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 c...
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...
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 t...
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...
The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye
What do investment analysts really contribute to the decisions fund managers make and how are those insights used in practice? Fund manager...
Fidelity Answers: Volatility is extreme. What are the investment trends I should keep in focus?
Even with an energy shock, there are reasons for investors to be hopeful about both stocks and bonds. Chief Investment Officers for fixed in...
Fidelity Answers: What impact is the Middle East conflict having on industry?
Hostilities in the Middle East are grinding into their fifth week and the impact is spreading through the global economy. What can we say ab...
Fidelity Answers: How should I react to turmoil in the Middle East?
The conflict in the Middle East shows no immediate signs of abating, and markets are now pricing in a longer period of instability than had...
The Investor's Guide to Asia: Where next for China's stock market
What does the make-up of an audience at a Chinese comedy show tell you? Why is gold the hot new thing amongst Chinese consumers? And how sho...
Fidelity Answers: Is there a new investment case for commodities and industrials?
After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for eve...
Fidelity Answers | BONUS: Why you can't - and shouldn't - take central bank independence for granted | With Salman Ahmed
Central bank independence has suddenly become a big issue where, for investors, it matters the most: on US interest rates. In this bonus edi...
Fidelity Answers: What will falling US interest rates mean for my portfolio?
What happens if the Federal Reserve makes good on White House demands for lower interest rates but inflation holds up? Fidelity portfolio ma...
The Investors Guide to Asia: Is 2026 the year for India?
External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor's Guide to Asia, F...
Fidelity Answers: BONUS | We're not in an AI bubble yet - here's why
Surging interest in artificial intelligence has generated huge gains for tech stocks across the world this year. But with the stock market h...
Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
Demand isn't the main driver of profitability, supply is. In the latest edition, portfolio managers Fred Sykes and Tom Record look for the m...
The Investor's Guide to Asia: Korean value and a new era of shareholder return
It's one of this year's global stock market success stories: South Korean equities are emerging from decades in the shadows as reforms of co...
Fidelity Answers: How to reimagine investing for an ageing world?
What are the challenges - and opportunities - that longevity poses to investors? What are the investment solutions that can support longer l...