Fidelity Answers: The Investment Podcast
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Latest episodes
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Fidelity Answers: Is now a time for caution?
October 16, 2026 · 36 minWith 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…
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The Investor’s Guide to Asia: Asia's AI trade
October 5, 2026 · 39 minIn 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…
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Fidelity Answers: Is a turning point coming for fixed income?
September 30, 2026 · 38 minWorries 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…
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Fidelity Answers BONUS: Is America borrowing too much? | With Salman Ahmed
September 30, 2026 · 14 minIs 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…
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Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?
July 17, 2026 · 39 minWill 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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Fidelity Answers: Where should I look if I need to play defence?
June 29, 2026 · 33 minWith AI soaking up the lion's share of investor attention (and capital), opportunities are appearing in other parts of the market to pick up quality assets at relatively attractive valuations. Seb Morton-Clark talks to Portfolio Managers…
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The Investor’s Guide to Asia: The ‘haves’ and ‘have-nots’
June 18, 2026 · 38 minAsia has proven more resilient than expected to the Middle East oil market shock, but energy security and the AI capex cycle are reshaping the region into a more fragmented investment landscape, fund managers George Efstathopoulos and…
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Fidelity Answers: What kind of fixed income can protect my portfolio when inflation is rising?
May 19, 2026 · 39 minWith inflation expectations soaring, and fixed income yields rising with them, what safe havens does the bond market offer for capital in an environment of higher prices and geopolitical shocks? Seb Morton-Clark hears from two of…
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The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye
April 27, 2026 · 27 minWhat do investment analysts really contribute to the decisions fund managers make and how are those insights used in practice? Fund manager Dale Nicholls joins Stuart Rumble and Taosha Wang to explore three case studies, from China’s…
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Fidelity Answers: Volatility is extreme. What are the investment trends I should keep in focus?
April 23, 2026 · 38 minEven with an energy shock, there are reasons for investors to be hopeful about both stocks and bonds. Chief Investment Officers for fixed income and equities, Marion Le Morhedec and Niamh Brodie-Machura take a hard look at markets in what…
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Fidelity Answers: What impact is the Middle East conflict having on industry?
March 30, 2026 · 27 minHostilities in the Middle East are grinding into their fifth week and the impact is spreading through the global economy. What can we say about the likely effects on the ground of the shock facing industry around the world, and how should…
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Fidelity Answers: How should I react to turmoil in the Middle East?
March 19, 2026 · 37 minThe conflict in the Middle East shows no immediate signs of abating, and markets are now pricing in a longer period of instability than had been apparent two weeks ago. Does that derail this year's big market trends? Or is this chiefly a…

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