Fidelity Answers: The Investment Podcast
123 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 7 ratingsFidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking.
As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on-the-ground experts; and 'Fundamentals', a series where the analysts discuss the implications of their latest research, from 5G technology to the plight of the Orangutan.
***If you enjoy Fidelity Answers then whey not listen to our other show, 'Rich Pickings: Fidelity's Asset Allocation Podcast', where each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato?
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Episodes
Rich Pickings: Mind the roadblocks - the 2022 Analyst Survey
February 22, 2022 17:32 - 39 minutes - 35.8 MBVolatile markets, unpredictable governments, rising costs - how does one begin to run a company in such uncertain times? How are managers feeling about the coming year, what are their plans and what are the implications for investors? We’ve asked over 150 of our global research team for their views as part of Fidelity International’s annual Analyst Survey. Carsten Roemheld digs through the key findings with Global Head of Research for Fixed Income Gita Bal, Director of Global Equity Researc...
Rich Pickings: Central bank watch - planning for policy shifts
February 02, 2022 13:53 - 37 minutes - 34.1 MBIn our first episode of the year we hear from some of Fidelity's keenest central bank watchers about the policy moves they're expecting in 2022. How many hikes will the Fed push through, what path will the PBOC tread, and when does the ECB make its move? And how are all these expectations being reflected in allocations? We also hear where energy prices are heading and why. Carsten Roemheld is joined by Global Economist Anna Stupnytska and multi-asset Portfolio Managers Charlotte Harington ...
ESG at an industrial titan: BHP’s chief executive on the hard decisions
December 21, 2021 10:36 - 24 minutes - 22.5 MBHow do you forge a sustainable future when you're the CEO of one of the world's biggest mining companies? BHP Chief Executive Mike Henry talks to Fidelity International's Global Head of Research Ned Salter about the balancing act he and other corporate leaders face and the importance of minimising ESG trade-offs. This is an edited version of the video interview which you can watch here along with more from Fidelity International's Sustainable World Summit. Read more at fidelityinternationa...
2021: A sustainability odyssey
December 21, 2021 10:25 - 23 minutes - 21.4 MBThe pandemic and COP26 made 2021 a big year for sustainability. In this final podcast of the year we round up the main themes and ask where next for investors and ESG. We look back at Fidelity International's inaugural Sustainable World Summit and some of the highlights from speakers including the UN's Special Envoy for Climate and Finance Mark Carney; Former President of the European Commission José Manuel Barroso; and Chief Executive of mining giant BHP, Mike Henry. Carsten Roemheld is jo...
The Investor's Guide to China: Demographics (#11)
November 23, 2021 09:06 - 43 minutes - 39.7 MBChina’s labour pool is shrinking as the population ages and more people retire than enter the workforce. How people save and invest as they think about wealth preservation signals big challenges and opportunities for China’s pension system development. So, how will government policy seek to ensure that the corporate sector remains dynamic and innovative, and can keep attracting the talent it needs? What sectors stand to benefit as a very different, younger generation increases its purchasing...
Rich Pickings: Catch 2022 - what's in store for the year ahead
November 19, 2021 14:19 - 54 minutes - 49.7 MBChief investment officers and economists assess the policy dilemmas and big investment themes of 2022. Richard Edgar is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Romain Boscher, Global Chief Investment Officer for Equities, Anna Stupnytska, Chief Economist, with additional contributions from Neil Cable, Head of European Real Estate investing. Read Fidelity International's 2022 Outlook See omnystudio.com/listener for privacy information.
Rich Pickings: Practical (and green) investing for the climate transition
November 04, 2021 16:25 - 45 minutes - 41.6 MBClimate change is a complex and ever-changing challenge for markets. In this podcast we hear how investors can map a path through the transition while also helping in the battle against a warming planet. Richard Edgar is joined by Global Head of Macro and Strategic Asset Allocation Salman Ahmed, and two portfolio managers already investing with climate-focused strategies: Cornelia Furse and Kris Atkinson. With additional contributions from Global Chief Investment Officer Andrew McCaffery. ...
The Investor's Guide to China: Regulation (#10)
October 13, 2021 11:08 - 32 minutes - 29.6 MBRegulation in China is nothing new. But anyone observing the financial headlines in recent years, and certainly over recent months, will have noted a real pick up in regulatory activity that has affected some of China’s biggest and most dynamic companies. So, how should investors think about this regulatory new normal? Which sectors align with the country’s new strategic goals and ultimately stand to benefit? And how is all of this likely to impact the quality and quantity of economic growth...
Rich Pickings: The uncomfortable trade
October 04, 2021 09:14 - 41 minutes - 38.1 MBA reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: in the month’s Rich Pickings we gather the experts to help make sense of it all. Richard Edgar is joined by Global Economist Anna Stupnytska, Head of Asia Fixed Income Marty Dropkin, and global equities Portfolio Manager (and a contrarian investor) Dmitry Solomakhin. With additional contributions from global Chief Investment Officer Andrew McCaffery. Listen to the full interview with Andrew McCaffery here. S...
Ready, steady, pitch! Analysts on their most exciting investment trends
July 30, 2021 07:04 - 39 minutes - 36.3 MBIn this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers. Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they present to portfolio managers Charlotte Harington and Aditya Khowala. We also hear about Fidelity's core asset allocation from Global Chief Investment Officer Andrew McCaffery. Listen to the full interview with Glo...
The Investor's Guide to China: China in the world - an interview with Gavekal's Louis-Vincent Gave (#9)
July 06, 2021 08:56 - 34 minutes - 31.4 MBChina's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, the country's participation in global issues presents investors with opportunities but also requires unwavering attention. Central to any analysis must be an understanding of how China hopes to portray itself and why the country seeks certain roles on the world stage. To discuss China's place in the world, Paras Anand, Global Chief Investment ...
Rich Pickings: Where next for inflation
June 25, 2021 08:48 - 47 minutes - 43.4 MBIs inflation here today, gone tomorrow? Or in for the long haul? This is the question preying on the minds of central bankers and investors alike. But never fear: Fidelity's analysts and macro team have been poring over the data and in this month's Rich Pickings Richard Edgar talks to them and others from the investment desks about what happens next and what it means for allocations. Joining Richard are Global Economist Anna Stupnytska, Multi Asset Portfolio Manager Matt Quaife, and Chief I...
ESG Analyst Survey: A world of opportunity
June 14, 2021 08:35 - 37 minutes - 34.5 MBFidelity International's first ESG-focused Analyst Survey reveals our analysts believe the opportunities to be had from the decarbonisation megatrend now outweigh the risks. The report sheds light on those sectors where there's most to be gained and where companies are being reticent about burnishing their sustainability credentials - and why. To discuss these and more findings from the analysts Richard Edgar is joined by editor of the survey George Watson, Head of Global Research for Fixed...
Rich Pickings: The real workhorse of Asia Pacific
May 12, 2021 09:17 - 38 minutes - 35.7 MBChina might dominate headlines but there's a lot more to Asia Pacific than a single country. We're talking developed economies with well-established capital markets benefiting from proximity to the world's productivity powerhouses. To hear about some of the unsung heroes of the Asia Pacific region Richard Edgar talks to Hong Kong-based investment director Catherine Yeung, and portfolio managers Dale Nicholls in Singapore and Paul Taylor in Australia. We also hear from Global CIO Andrew McC...
The Investor's Guide to China: Trade and growth (#8)
April 07, 2021 11:57 - 33 minutes - 30.5 MBThe Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avoiding its pitfalls. Episode 8: Despite trade tensions China continues to be the world's dominant exporter. And thanks to the post-pandemic lead o...
Rich Pickings: The Testing of The Fed and other tales of central bank credibility
April 01, 2021 09:22 - 38 minutes - 35.5 MBEfforts to mitigate the economic impact of Covid-19 have left us with debt mountains higher than after the second world war. As governments begin to roll out big post-pandemic fiscal programmes and increase the debt still further the role of central banks becomes increasingly vital to the stability of government finances. What does that mean for the functioning of global markets and the construction of portfolios? In this month's Rich Pickings Richard Edgar talks to Fidelity International's...
The Testing of The Fed and other tales of central bank credibility
April 01, 2021 09:22 - 38 minutes - 35.5 MBEfforts to mitigate the economic impact of Covid-19 have left us with debt mountains higher than after the second world war. As governments begin to roll out big post-pandemic fiscal programmes and increase the debt still further the role of central banks becomes increasingly vital to the stability of government finances. What does that mean for the functioning of global markets and the construction of portfolios? In this month's Rich Pickings Richard Edgar talks to Fidelity International's ...
Rich Pickings: Fidelity's Global CIO on inflation and The Fed
March 18, 2021 16:39 - 11 minutes - 10.4 MBAndrew McCaffery, Global Chief Investment Officer at Fidelity International, talks to Richard Edgar about the current psychology of markets, The Fed's stance (is it right?), and how to think about asset allocation at this important juncture. See omnystudio.com/listener for privacy information.
Rich Pickings: Counting down the days - the 2021 Analyst Survey
March 01, 2021 17:52 - 35 minutes - 32.7 MBThe results are in for Fidelity's annual Analyst Survey. Over 140 sector experts from across the world have been asked for a detailed picture of how they expect to see their companies perform in the coming year, from the health of balance sheets to the confidence of management teams, and the outlook is encouraging. Richard Edgar talks to the survey's editor, George Watson, to hear the key findings, and to Fidelity's global head of research, Ned Salter, and global economist, Anna Stupnytska, ...
The future of... green investing: How Covid is adding fuel to the decarbonisation megatrend
December 17, 2020 13:28 - 47 minutes - 43.2 MBWhat impact has the Covid-19 pandemic had on climate policies, companies' approach to environmental issues, and the market for green securities? Editor in Chief Richard Edgar talks to three of Fidelity International's climate investment specialists to understand what's in store for this expanding market: portfolio managers Velislava Dimitrova and Kris Atkinson, and Global Economist Anna Stupnytska. See omnystudio.com/listener for privacy information.
China stewardship: Witness an evolution
December 07, 2020 10:04 - 31 minutes - 29.1 MBExclusive research carried out by Fidelity International reveals the changes taking place in the boardrooms of China and amongst its investors. In this podcast, Editor in Chief Richard Edgar discusses the research with Global Head of Sustainability Jenn-Hui Tann and Portfolio Manager Flora Wang and what it's telling us about corporate engagement in China. We also hear from Terence Tsai, an analyst working alongside some of China's biggest companies to help them build more sustainable practic...
The Investor's Guide to China: Belt and Road (#7)
November 26, 2020 10:12 - 45 minutes - 41.9 MBThe Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avoiding its pitfalls. Episode 7: China's One Belt One Road (OBOR) initiative launched in 2013 as an economic strategy to improve trade connections ...
From Rich Pickings: US elections and the very different fiscal scenarios
October 29, 2020 16:09 - 17 minutes - 15.7 MBWith US elections round the corner we thought this episode from our sister podcast, Rich Pickings, would be of interest to listeners. Fidelity's Global Head of Macro Salman Ahmed talks to Editor in Chief Richard Edgar about what the radically different policies proposed by the two potential administrations could mean for markets and investors. See omnystudio.com/listener for privacy information.
The future of... banking: The rescued to the rescue
September 21, 2020 16:20 - 54 minutes - 50.1 MBThe Covid-19 crisis has seen a dramatic turnaround for the banking sector. Vilified for the Global Financial Crisis, banks this time have been a key part of the solution acting as essential shock absorbers for economies across the world. But as debts rise, rates fall, and economic growth peters out, what will it mean to be a lender in a crisis? Has the role of banks changed for good? And what could that mean for the proliferating fintech companies - and investors? Richard Edgar hears from t...
Analyst Survey: The world catches up with China
September 17, 2020 13:25 - 21 minutes - 19.4 MBWhat are Fidelity's almost 150 analysts saying about the state of the corporate world? Where does management sentiment stand across all regions and all sectors? Richard Edgar talks over the latest findings from Fidelity's Analyst Survey with Global Head of Research for Fixed Income, Gita Bal; Director of Equities, Terry Raven; and editor of the survey, George Watson. See omnystudio.com/listener for privacy information.
The Investor's Guide to China: Consumers (#6)
August 06, 2020 14:33 - 29 minutes - 27.2 MBThe Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avoiding its pitfalls. Episode 6: China boasts the biggest consumer market in the world by population with large parts of it still under-penetrated....
The future of... energy: the 1.5 trillion dollar question
July 06, 2020 07:44 - 35 minutes - 32.4 MBA commodity price crash, an extraordinary demand shock, and a mooted 'green' recovery have brought the structural changes facing the energy industry into sharp relief. As societies are forced to think more carefully about how to build resilience against future crises we look at the impact on an industry that underpins every aspect of our lives. Richard Edgar, Editor in Chief, talks with equity analysts and portfolio managers Paul Gooden and Tom Robinson, and with fixed income analyst Christ...
Analyst Survey: 10 months of disruption remain as leading indicators turn positive
June 17, 2020 11:27 - 27 minutes - 24.8 MBWhen will things get back to normal and to what extent will companies and economies bounce back? These are just two of the questions being answered by around 150 analysts in this month's survey. To provide context to the latest results Richard Edgar, Editor in Chief, talks to Marty Dropkin, Global Head of Research for Fixed Income; Fiona O'Neill, Director of Global Research for Equities; and George Watson, Survey Editor. Additional contributions from Sherry Qin, Harriet Wildgoose, and Tom...
The future of... connectivity: the internet of everything
June 12, 2020 11:21 - 38 minutes - 35.4 MBThe 2020 pandemic has opened the eyes of governments to how critical a robust digital infrastructure is to their economies. The time spent online by businesses and consumers for both work and leisure has rocketed - and early indicators show that these changes are structural. There's no going back. To find out how the Covid-19 crisis is changing the companies at the heart of our digital infrastructure Richard Edgar, Editor in Chief, is joined by Gita Bal, Global Head of Research for Fixed In...
The Investor's Guide to China: Technology and innovation (#5)
May 21, 2020 11:15 - 40 minutes - 37.6 MBThe Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avoiding its pitfalls. Episode 5: Technology and innovation. It wasn’t long ago that China was regarded as just a manufacturer of finished goods, an...
Fidelity Pulse Survey: Society’s big moment
May 18, 2020 06:18 - 21 minutes - 19.7 MBThe latest survey of almost 150 analysts shows the first signs of dispersion in expectations for sectors. We look at which are likely to do better during the Covid crisis and why. Plus, new ESG-focused questions reveal how social issues are moving up the agenda at almost all companies. Richard Edgar, Editor in Chief, talks to Marty Dropkin, Global Head of Research for Fixed Income; Fiona O'Neill, Director of Equities; and George Watson, Survey Editor.
Analyst Survey: Society’s big moment
May 18, 2020 06:18 - 21 minutes - 19.7 MBThe latest survey of almost 150 analysts shows the first signs of dispersion in expectations for sectors. We look at which are likely to do better during the Covid crisis and why. Plus, new ESG-focused questions reveal how social issues are moving up the agenda at almost all companies. Richard Edgar, Editor in Chief, talks to Marty Dropkin, Global Head of Research for Fixed Income; Fiona O'Neill, Director of Equities; and George Watson, Survey Editor. See omnystudio.com/listener for priva...
The future of... retail and real estate: liquidity, liquidity, liquidity
May 07, 2020 08:49 - 38 minutes - 35.6 MBAs the Covid-19 lockdown transforms consumer behaviour there is one sector that has had to adapt faster than any other: retail. Shuttered shops have forced companies to either expand their delivery businesses or rapidly develop them. The pivot has affected not just the retailers but their suppliers and even their landlords who are racing to keep up. In this podcast we take a closer look at the changes that these businesses are making; the short-term adaptations as well as those that could p...
How our ESG ratings performed during the Covid crash
April 29, 2020 15:39 - 23 minutes - 21.8 MBMarket volatility has given the research team the perfect opportunity to put Fidelity's sustainability ratings through their paces and ask the question: do good ESG credentials lead to a better performance in a downturn? The results are eye-opening. To explain the research and what it means for sustainable investing at Fidelity and beyond, Editor in Chief Richard Edgar is joined by ESG Analyst Ana-Victoria Quaas, Director of Quantitative Research for Fixed Income Joe Hanmer, and Head of Equ...
CIO update: Inflation (just) on the radar
April 23, 2020 17:21 - 15 minutes - 14 MBThe CIO updates are now publishing exclusively on our sister channel, Rich Pickings. With fixed income and equities markets seemingly entering a more benign phase after record swings in recent weeks, should we be looking to the oil price instead for a better guide to future prospects? And as central banks pump in trillions of liquidity, could inflation be on the radar? Chief Investment Officer Andrew McCaffery discusses these topics with Editor in Chief Richard Edgar. See omnystudio.com/l...
CIO update: Credit markets and central banks
April 16, 2020 15:59 - 14 minutes - 12.9 MBHow are economic data playing into markets and what is scenario planning telling us about how to approach different asset classes during the pandemic? Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where we find ourselves after the Easter break and how the support of central banks is influencing investor behaviour. See omnystudio.com/listener for privacy information.
Fidelity Pulse Survey: The shutdown and the solvency squeeze
April 14, 2020 13:04 - 18 minutes - 16.7 MBThe global coronavirus shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month, raising concerns about a looming solvency squeeze. Marty Dropkin, Head of Research for Fixed Income, and Fiona O'Neill, Director of Equities, join Editor-in-Chief Richard Edgar and Survey Editor George Watson to discuss the context for and implications of the findings.
Analyst Survey: The shutdown and the solvency squeeze
April 14, 2020 13:04 - 18 minutes - 16.7 MBThe global coronavirus shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month, raising concerns about a looming solvency squeeze. Marty Dropkin, Head of Research for Fixed Income, and Fiona O'Neill, Director of Equities, join Editor-in-Chief Richard Edgar and Survey Editor George Watson to discuss the context for and implications of the findings. See omnystudio.com/listener for privacy information.
CIO update: Look to Asia
April 08, 2020 17:23 - 22 minutes - 20.8 MBFidelity's Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about why we might see a change in market leadership as China and other parts of Asia benefit from their handling of the pandemic, and what public rescues of private companies mean for sustainable investing. See omnystudio.com/listener for privacy information.
CIO update: Finding value and income
April 02, 2020 18:20 - 24 minutes - 22.2 MBFidelity's Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where markets find themselves in response to both the pandemic and the oil price, the possibilities emerging in credit markets, and how the crisis might re-frame the active-passive debate. See omnystudio.com/listener for privacy information.
Positioning for a post-pandemic world
March 31, 2020 09:16 - 32 minutes - 29.4 MBIt's hard to see into the future when so much is up in the air. But in this podcast we try and decipher some of the early indicators of what a post-coronavirus world might look like. What changes will take place in the corporate landscape and how will the role of the state play out? Which companies will emerge stronger and which will be utterly transformed? What about the future of markets themselves? Answering these questions and more are Paras Anand, Fidelity's Chief Investment Officer for...
CIO update: The end of the beginning
March 26, 2020 17:19 - 19 minutes - 18 MBFidelity's Chief Investment Officer Andrew McCaffery - complete with his new home podcasting kit - talks to Editor in Chief Richard Edgar about where we are in the coronavirus crisis, the speed and consequences of huge government stimulus interventions, and how analysts and portfolio managers are looking for idiosyncratic opportunities. See omnystudio.com/listener for privacy information.
Coronavirus and the new reality: Fidelity's Chief Investment Officer Andrew McCaffery
March 17, 2020 17:06 - 29 minutes - 27.5 MBChief Investment Officer for Fidelity International, Andrew McCaffery, talks to Richard Edgar about how latest market developments square up to similar past events, how he's advising portfolio managers, and what's helping him to navigate the liquidity and logistical challenges of the pandemic. See omnystudio.com/listener for privacy information.
We surveyed our analysts this week and China is best placed to lead a recovery
March 13, 2020 17:02 - 12 minutes - 11.4 MBOver 150 analysts across Fidelity's global network have reported on how they think their sectors and companies are positioned to manage with the fall-out from the coronavirus pandemic. Their observations are based on the very latest conversations they've been having with their companies' management teams. Discussing the findings with Editor in Chief Richard Edgar are Global Head of Fixed Income Research Marty Dropkin and Director of Research for Equities Fiona O'Neill. See omnystudio.com/l...
Fundamentals: Tesla, VW, and the big electric bet
March 04, 2020 08:45 - 30 minutes - 28.1 MBAs the most advanced electric car designer and one of the biggest traditional car manufacturers make big pushes this year to bring electric vehicles to the mass market we ask our analysts whether 2020 is the year EVs finally put their foot to the floor. While neither Tesla or Volkswagen have been without their controversies in recent years, both now offer game-changing interventions for the electric car market: Tesla with its finely-honed technology and proof that a company can turn a prof...
The Investor's Guide to China: Environment (#4)
February 18, 2020 12:59 - 27 minutes - 25 MBThe Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering this rapidly developing market and avoiding its pitfalls. Episode 4: Environment. China holds a unique title as the most polluting and greenest nation on the planet. It generates more...
Fidelity's Analyst Survey 2020: Cycle, what cycle?
February 13, 2020 08:20 - 28 minutes - 25.9 MBFidelity's Analyst Survey, now in its 10th year, asks over 150 investment analysts to report on what they've learnt from their research and the 15,000 company meetings they've held over the he past year. The information builds a unique forecast of what they expect to see from their companies and sectors in the year ahead. In this podcast, Editor in Chief Richard Edgar draws out some of the key findings from this year’s report with editor of the survey, George Watson, Deputy Head of Research...
Audio article: No pain, no gain - Chinese defaults are rising and recovery rates are falling
January 13, 2020 12:26 - 8 minutes - 7.99 MBChina’s onshore credit market has seen immense growth but it still presents challenges for investors - not least in relation to defaults, which are on the rise. While more defaults are a good thing for the Chinese market and investors in the long run, research shows that bondholder recovery rates have fallen. This podcast explores what's fuelling this new dynamic and how market participants should be thinking about it. This popular article, first published in September 2019 and which you ca...
Fundamentals: The battle for 5G (and what else we learned in Silicon Valley)
December 05, 2019 14:34 - 30 minutes - 28.3 MBClick here for more episodes from this series. Fidelity's investment team has just returned from a research trip to the US West Coast where they met with some of the biggest names in technology. They dug into a range of issues with their hosts including privacy, regulation and competition, as well as the latest innovations and their potential applications. One of the most interesting was 5G, which promises to increase network bandwidth significantly and in the process revolutionise connecti...
A guide to factor investing in fixed income
December 03, 2019 15:59 - 26 minutes - 24.1 MBThis is a special edition of Fidelity Answers following a popular white paper on the topic of factor investing in fixed income. It will be of particular interest to professional investors working in credit markets. We find out why factor investing in bond markets has been so much slower to catch on than in equity markets, and the ways our fixed income team is approaching the challenge. Joe Hanmer, Director of Quantitative Fixed Income, tells us how the multifactor strategy his team has dev...