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Fidelity Answers: The Investment Podcast

by Fidelity International
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Latest episodes

  • Fidelity Answers: Is now a time for caution?

    October 16, 2026 · 36 min

    With markets entering a less certain phase, defensive strategies are coming to the fore. But how do you construct resilience without missing out on the rally? Multi-asset portfolio managers Mario Baronci and Pranav Aggarwal tell Seb…

  • The Investor’s Guide to Asia: Asia's AI trade

    October 5, 2026 · 39 min

    In the latest episode of The Investors’ Guide to Asia, portfolio managers Joseph Zhang and Terence Tsai tell Amit Moudgil that the AI boom in China, Taiwan and Korea - and elsewhere - has much further to run, even if some elements look…

  • Fidelity Answers: Is a turning point coming for fixed income?

    September 30, 2026 · 38 min

    Worries about public debt have come back to haunt markets, along with a new stream of issuance from the tech companies spending billions on AI. Yet with yields higher than they've been in years, at some point they should appeal to…

  • Fidelity Answers BONUS: Is America borrowing too much? | With Salman Ahmed

    September 30, 2026 · 14 min

    Is something big happening in debt markets? Seb Morton-Clark talks to Fidelity International's Global Head of Macro and Strategic Asset Allocation Salman Ahmed about the future of government debt burdens and how they might be paid…

  • Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?

    July 17, 2026 · 39 min

    Will AI lead to mass layoffs? Are the costs already getting too much for companies? And are the billions of investment already starting to come good? Fresh from a visit to Silicon Valley, US equities portfolio manager Sam Thomas and tech…

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About the show

Fidelity Answers is an investor's podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.   We also publish here our sister podcast, The Investor's Guide to Asia, to bring you ideas from our experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.