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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...
What do investment analysts really contribute to the decisions fund managers make and how are those insights used in practice? Fund manager...
Even with an energy shock, there are reasons for investors to be hopeful about both stocks and bonds. Chief Investment Officers for fixed in...
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...
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...
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...
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...
Central bank independence has suddenly become a big issue where, for investors, it matters the most: on US interest rates. In this bonus edi...
What happens if the Federal Reserve makes good on White House demands for lower interest rates but inflation holds up? Fidelity portfolio ma...
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...
Surging interest in artificial intelligence has generated huge gains for tech stocks across the world this year. But with the stock market h...
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...
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...
What are the challenges - and opportunities - that longevity poses to investors? What are the investment solutions that can support longer l...
An ageing global population is set to bring profound pressures to bear on the macroeconomic models and norms of the past century. Can we mak...
From Indian renewables operators to Bangkok banks, the Asia high yield market has moved on from China's property sector problems, and annual...
Doubts over interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the...
Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investor...
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 nee...
Long-dated US Treasuries, the most popular go to assets in times of uncertainty, have done a disappointing job this year of dampening volati...
Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But t...
China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager Georg...
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 opport...
Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities ana...
We answer the questions investors are asking. Bottom up? Top down? What's the best way to look for opportunities in volatile bond markets? F...
What do thousands of company meetings tell investors about the state of the world in 2025? What do leadership teams think about the impact o...
As we wrap up 2024, investors remain divided on the future of the Chinese stock market. Bullish investors are betting on policy support to s...
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 incr...
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 cr...
When it comes to decarbonising the world - the scale of the challenge can feel overwhelming. It’s going to need astronomical levels of capit...
China has come out with a string of policies that are targeted to reinvigorate economic growth. Some of the policies are adding leverage to...
In this bonus episode, we're hearing about three investment ideas that are exciting Fidelity’s Asia portfolio managers and how they play int...
Growing numbers of investors are turning to active ETFs. What’s behind this boom, and what role can they play in portfolios? Ben Moshinsky i...
In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency...
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a grow...
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 Pickin...
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...
Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important...
Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Pei...
In this episode, Catherine Yeung , Investment Director, and Marty Dropkin , Head of Equities, Asia Pacific, tackle a topic that often flies...
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 c...
From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers...
In this episode, Catherine Yeung , Investment Director, and Marty Dropkin , Head of Equities, Asia Pacific, explore the critical role of tra...
Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Econ...
In this special edition of The Investor’s Guide to China, Catherine Yeung , Investment Director, is joined in Hong Kong by Louis-Vincent Gav...
Richard Edgar is joined by Steve Ellis , Chief Investment Officer for Fixed Income, Gita Bal , Global Head of Fixed Income Research, and Sal...
When you look at some of the big economic issues China is dealing with today—lacklustre growth, a real estate slump, price disinflation, or...
This month's guests challenge the consensus on recession risk and sticky inflation - and where central banks are getting it wrong. Richard E...
When it comes to currencies, it often feels like it's all about the US dollar. Although the greenback has dominated international trade and...
China’s economic rebound hasn’t been as strong as many anticipated. But then, it’s not that surprising, as no one was expecting any major st...
With the shifting fortunes of economies, what role could Private Credit play in traditional portfolios? Richard Edgar is joined by Fidelity’...