Fidelity Answers: The Investment Podcast

Long-dated US Treasuries, the most popular go to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead? Fund managers Mike Riddell and Tim Foster join Seb Morton-Clark and Katie Roberts to discuss what investors need to consider when they're looking for the bonds that can shore up their allocations. And analyst Andressa Tezine explains why 2025 might be the year for emerging markets and where to look for yield.See omnystudio.com/listener for privacy information.

Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But through a period of substantial change in policy, and even the post-war globalisation consensus itself, that debate has become a live one. Host Seb Morton-Clark is joined by Director Charlie Wood and Fund Managers Marcel Stotzel and Ashish Bhardwaj to discuss whether investors should stick with the new US or look elsewhere. And analyst Emma Newey Clark explains to Patrick Graham how she's scenario planning for what happens next in the pharmaceutical sector. See omnystudio.com/listener for privacy information.

China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager George Efstathopoulos and Asia Economist Peiqian Liu join hosts Stuart Rumble and Taosha Wang to discuss China's prospects for the year ahead and how tariffs could reconfigure investment trends across the region as a whole. With additional contributions from analyst Kitty Yang on why there's now money to be made in Japanese banks.See omnystudio.com/listener for privacy information.

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 opportunities and risks of a period of profound volatility on markets dominate the latest Fidelity Answers podcast with multi asset fund managers Talib Sheikh and Caroline Shaw joining hosts Rosie McMellin and Ben Moshinsky. And hear why Fidelity’s analysts think tariffs will be more punitive for America than Asia, with Ben Traynor. (This discussion was recorded on April 9th).See omnystudio.com/listener for privacy information.

Tariffs and chip export bans don't sound like good news for Asian technology companies. But Fidelity fund manager Tina Tian and equities analyst Jonathan Tseng actually view current geopolitical tension as a positive for investors in the region. Why? Find out as they discuss all things Asia innovation with hosts Stuart Rumble and Taosha Wang.  See omnystudio.com/listener for privacy information.

We answer the questions investors are asking. Bottom up? Top down? What’s the best way to look for opportunities in volatile bond markets? Fidelity fund managers James Durance and Mike Riddell talk to hosts Rosie McMellin and Ben Moshinsky about how they’re responding to a sudden shift in the market narrative. See omnystudio.com/listener for privacy information.

What do thousands of company meetings tell investors about the state of the world in 2025? What do leadership teams think about the impact of a new US administration? Where can investors seek value in China? And how are companies embracing AI? Fidelity International’s annual Analyst Survey answers these questions and more. Ben Moshinsky is joined by Co-Chief Investment Officer Niamh Brodie-Machura, and analysts Evan Delaney, Alex Dong and Emma Newey Clark to dig through the results.  You can read Fidelity International's 2025 Analyst Survey in full on your local Fidelity website or here. See omnystudio.com/listener for privacy information.

Dale Nicholls, a seasoned portfolio manager at Fidelity International with nearly 30 years of experience in Chinese equities, champions the bullish case for the stock market. Conversely, Nick Price, an emerging markets expert, articulates the bear perspective, emphasizing structural challenges. They debate whether China represents a treasure trove of opportunities or merely a value trap. Key topics include the potential for policy support, the impacts of the U.S. EV ban on global markets, and the shifting landscape of domestic demand amid economic transformations.

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 increasingly divergent paths in search of growth - where should investors be looking for opportunities? Carsten Roemheld, Capital Markets Strategist at Fidelity, is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Rosanna Burcheri, an equities Portfolio Manager, and Marty Dropkin, Head of Equities for Asia Pacific, to discuss this and how they are positioning for the year ahead. You can read Fidelity International's 2025 Outlook in full here.See omnystudio.com/listener for privacy information.

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 created by Chinese companies? The rise of online shopping platforms like Temu and Shein are evidence that China is no longer just selling goods to the rest of the world, but exporting entire e-commerce business models. In this episode, Marty Dropkin, Head of Equities, Asia Pacific, is joined by portfolio manager Hyomi Jie and investment analyst Sherry Qin to discuss the origin of Chinese e-commerce platforms and follow their journey across the world.  With additional contributions from investment analyst Elroy Ng.See omnystudio.com/listener for privacy information.