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
Audio article: The challenge of investing sustainably in sovereign debt
November 19, 2019 16:42 - 13 minutes - 12.5 MBEngaging with governments on sustainability issues is much harder for investors than engaging with companies. But despite the challenges, doing it well can lead to stronger economic growth for the issuing sovereign and positive alpha for investors. This article was originally published on our website in April 2019 and is written by Jan Berthold, Sovereign Analyst, Martin Dropkin, Global Head of Research for Fixed Income, and George Watson. Read by George Watson. See omnystudio.com/listene...
The Investor's Guide to China: Corporate governance (#3)
October 18, 2019 07:27 - 36 minutes - 33.7 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 3: Corporate governance. Trust in Chinese companies has always been a challenge for investors. As more of them list o...
The Investor's Guide to China: Stock picking (#2)
September 16, 2019 08:52 - 31 minutes - 28.8 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 2: Stock picking. China's businesses operate in a unique environment and understanding that matrix is imperative to t...
The Manager Talks: Nick Price on two decades in emerging markets
August 08, 2019 09:39 - 30 minutes - 28.4 MBFrom the Asian Financial Crisis of the 1990s, through dotcom's boom and bust, to the collapse of Lehman Brothers via bank bailouts and QE - the last two decades in emerging markets have been anything but dull. But how as an investor do you weather the economic cycles and prosper? Ten years on from taking over Fidelity’s flagship Emerging Market Equities Fund, Portfolio Manager Nick Price looks back on his career with Fidelity’s Editor in Chief, Richard Edgar. See omnystudio.com/listener fo...
Fundamentals: Consumer staples and the risky business of defensive stocks
July 19, 2019 15:33 - 30 minutes - 27.8 MBClick here for more episodes from this series. The consumer staples sector - big stable companies with reliable cash flows and strong balance sheets - is often referred to as 'defensive' because the stocks perform well in the market even when everything else is falling apart. People can be relied on to always buy food and shampoo. But years of cheap debt have seen some of these companies, many of which face disruptive forces from changing consumer trends, take on leverage to see through big...
How to invest for income
June 27, 2019 11:10 - 31 minutes - 29 MBThree portfolio managers with a focus on income strategies in different asset classes discuss how they go about building for income in uncertain times. Richard Edgar, Editor in Chief, talks to Peter Khan for fixed income, Chris Forgan from multi asset, and in Hong Kong, Polly Kwan for equities. Transcript RICHARD EDGAR Things aren't easy for income investors. There are now $12.5 trillion dollars of debt around the world with negative yields and the hunt for positive yielding assets contin...
The Investor's Guide to China: Opening up (#1)
June 11, 2019 13:14 - 34 minutes - 31.7 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 1: It’s an historic time for China's capital markets. Company shares and bonds have are drawing international attenti...
Real estate: What will the industry look like in 2039? (Audio article)
June 04, 2019 12:11 - 14 minutes - 13 MBTwenty years is enough time for innovations to become widely adopted but not quite long enough to render the world unrecognisable. Real estate generally has a long life span, stretching into decades or even longer, so changes to the landscape are relatively slow. However, there are trends in motion set to alter the shape of what our towns and cities will look like in the future. Kim Politzer, director of research for European Real Estate, and Adrian Benedict, investment director for Real Es...
Audio article: Real estate - what will the industry look like in 2039?
June 04, 2019 12:11 - 14 minutes - 13 MBTwenty years is enough time for innovations to become widely adopted but not quite long enough to render the world unrecognisable. Real estate generally has a long life span, stretching into decades or even longer, so changes to the landscape are relatively slow. However, there are trends in motion set to alter the shape of what our towns and cities will look like in the future. Kim Politzer, director of research for European Real Estate, and Adrian Benedict, investment director for Real Es...
Fundamentals: Palm oil, Chinese steel and when the environment triumphs
April 12, 2019 10:08 - 21 minutes - 19.4 MBClick here for more episodes from this series. Orangutans spend most of their lives in the treetops of the jungles of Sumatra and Borneo. But today they're critically endangered, largely because millions of hectares of their habitats are being cleared to make way for palm oil plantations. The palm oil producers are under increasing pressure from consumers, NGOs and investors to lessen their environmental impact. And it's working. From the jungles of Southeast Asia, we move to the steel mil...
Fundamentals: China and the impending smartphone revolution
April 02, 2019 13:47 - 20 minutes - 19.2 MBClick here for more episodes from this series. Fundamentals is a new show from Fidelity Answers that taps the brains of our analysts for on-the-ground insights from around the world about the industries and businesses you're investing in. From trends to disruptions, from political upheavals to changing regulation, how are corporates responding to the growing complexity of global business and less predictable markets? Who will be the winners and who the losers? -> Advances in material techn...
Fundamentals: Shipping and the new law that could stem the global economy
April 02, 2019 13:42 - 22 minutes - 20.2 MBClick here for more episodes from this series. Fundamentals is a new show from Fidelity Answers that taps the brains of our analysts for on-the-ground insights from around the world about the industries and businesses you're investing in. From trends to disruptions, from political upheavals to changing regulation, how are corporates responding to the growing complexity of global business and less predictable markets? Who will be the winners and who the losers? -> Shipping is the lifeblood ...
Fidelity's Analyst Survey 2019: The end of optimism
February 14, 2019 11:19 - 25 minutes - 22.9 MBFidelity's 165 analysts have conducted some 16,000 meetings with corporate management teams across all sectors and regions in the past year. Our annual Analyst Survey distils all of that information to build a forward-looking, bottom-up picture of the corporate world in 2019. In this podcast, Richard Edgar, Editor in Chief, picks apart what's been learned from this year's survey with Fidelity's Global Head of Research for Fixed Income, Marty Dropkin, and Director of Research for Equity, Mic...
The world in 2029
January 09, 2019 14:37 - 25 minutes - 23.4 MBWhat could global markets look like in 2029? Will a worldwide recession have reset the economic and corporate clocks? How will changing tastes and technology affect the way we invest - could they even change the way we define investing? And what about ourselves: how might shifts in social norms, in gender equality and other issues around diversity affect our approaches? Tackling these themes are Head of Asset Management in Asia, Paras Anand, Wen-Wen Lindroth, senior credit analyst and Marty...
Real estate: The pain of retail
December 20, 2018 17:17 - 22 minutes - 20.4 MBWhat's going on on the high street and how is it affecting real estate investment? What disruptions are emerging in the asset class and where can the opportunities be found? In this podcast, Adrian Benedict, investment director, talks to Mark Young, vice chairman at Stifel Investment Bank, Alison Puhar, Fidelity UK fund manager, and Kim Politzer, head of research for real estate. See omnystudio.com/listener for privacy information.
How to survive the demographics revolution
October 29, 2018 18:23 - 28 minutes - 25.8 MBSignificant shifts are underway in the pattern of global populations. Many developed countries are becoming older while a number of their developing counterparts are beginning to reap 'demographic dividends' as their younger contingent boom. What do these changes mean for societies, companies, individuals, and investors? To find out, Editor in Chief Richard Edgar talks to Fidelity's Head of Solutions Design, David Buckle, Global Head of Fidelity's Work Place Investing business, Julian Webb, ...
New markets, old rules: time to rethink
September 20, 2018 15:45 - 40 minutes - 37.1 MBHow can investors remain on the right side of markets as monetary policy and geopolitics conspire to ramp up volatility? How can they hope to navigate this strange, and thus far atypical late stage of the economic cycle? To help provide a footing Richard Edgar, Editor in Chief, brings together some of Fidelity's top investment brains to tackle these difficult questions: Sonja Laud, Head of Equity, Steve Ellis, Head of Fixed Income in Europe, and James Bateman, Chief Investment Officer of Mul...
Active and Passive Investing: Has Passive Peaked?
June 04, 2018 12:56 - 29 minutes - 26.9 MBThe world of passive investing has enjoyed phenomenal growth in recent years - the result of a fundamental shift in investor behaviour or simply the consequence of a unique market backdrop? And now that market dynamics and monetary policy are beginning to shift, could we be witnessing what might be the 'peak' of the passive bull run? What could that mean for investors? In this in depth discussion, Richard Edgar, Editor in Chief, talks to Fidelity experts Nick King, Head of ETFs; Sonja Laud,...
Why should I reconsider my allocation to Asia?
May 29, 2018 13:54 - 27 minutes - 25.2 MBCould you be overlooking investment opportunities in Asia? What's the best way to find exposure in the region? In this podcast, Richard Edgar, Editor in Chief, talks to Fidelity’s Gary Monaghan, Hong Kong-based Investment Director for Equity, and Luc Froehlich, Head of Investment Directing for Asian Fixed Income, about who is putting their money where in Asia - and it might not be what you expect. They also discuss the recent addition of Chinese mainland listed stocks to the MSCI flagship em...
Pulling away: Inequality as an ESG risk (audio article)
May 08, 2018 12:54 - 24 minutes - 22.1 MBWealth distribution, emerging threats to the status quo, and why inequality is turning into an important sustainability risk - both at a macro and company level. This is an audio version of an article published in April 2018. Credits: Written by Paras Anand, CIO Equities, Europe; Ian Spreadbury, Senior Portfolio Manager; Wen-Wen Lindroth, Senior Credit Analyst; and Grethe Schepers, Europe Editor. Read by Grethe Schepers. --- This podcast is for investment professionals only and should not...
Inside the investment process: ESG at every step
April 05, 2018 16:03 - 17 minutes - 16.1 MBHow do investors think about ESG considerations and what impact does it have on the process that leads to a final investment decision? Richard Edgar, editor in chief, talks to Mike Dolan, director of research, Alvin Cheng, credit analyst, and on the line from Hong Kong, portfolio manager Bryan Collins, to examine the step-by-step process in the case of an investment in ChemChina, the Chinese state-owned chemical giant. --- This podcast is for Investment Professionals only and should not be...
Fidelity's analysts explore their sectors' sunny optimism
March 12, 2018 07:27 - 14 minutes - 13.2 MBFlush with cash and ready to spend: the results from this year's Fidelity's Analyst Survey reveal a corporate world brimming with hopeful expectation for the coming year. The exclusive research - which canvasses over 140 of Fidelity's analysts from all sectors across the world - details healthy balance sheets, plans for increased capital expenditure, as well as any likely impact from inflationary pressures. Providing context and bringing the findings to life in this podcast are three of the...
Currency risk: What developed markets can learn from emerging markets
January 31, 2018 19:26 - 11 minutes - 10.2 MBPopulist upheavals, Brexit, a capricious US administration - political surprises in developed markets have seen local currencies experience unusual volatility. The moves have forced investors in those markets to think twice about political risk and the best way to approach it, including what can be learnt from markets where such uncertainty goes with the territory. Richard Edgar, Editor in Chief, spoke to two Fidelity portfolio managers on different sides of the globe - Aruna Karunathilake in...