Fidelity Answers: The Investment Podcast

A 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.See omnystudio.com/listener for privacy information.

In 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 Global CIO Andrew McCaffery. To read more go to fidelityinternational.com.See omnystudio.com/listener for privacy information.

China'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 Officer for Asia Pacific, is joined by Louis-Vincent Gave, Founder and CEO of Gavekal, a leading independent provider of global investment research. With additional contributions from Arthur Kroeber, Gavekal's Head of Research, Velislava Dimitrova, a Fidelity portfolio manager, and Alice Li, an analyst based in Fidelity's Hong Kong office. Read more at fidelityinternational.com.  See omnystudio.com/listener for privacy information.

Is 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 Investment Officer for Fixed Income Steve Ellis. With additional contributions from Global Chief Investment Officer Andrew McCaffery and Global Macro Strategist Max Stainton. Listen to the full interview with Global CIO Andrew McCaffery here. Read more at fidelityinternational.com.  See omnystudio.com/listener for privacy information.

Fidelity 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 Income Gita Bal, and Director of Equities in Europe, Terry Raven. We also hear from some of the analysts themselves: Alex Laing, Lulu Xiong, and Karens Muljadi. You can read the survey in full here: fidelityinternational.comSee omnystudio.com/listener for privacy information.

China 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 McCaffery on how Fidelity's core allocation is positioned for this phase of the pandemic. Listen to the full interview with Andrew: Fidelity CIO on why we're calling it a miniboomSee omnystudio.com/listener for privacy information.

The 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 of the Chinese economy its capital markets are proving especially attractive to investors. But will these growth drivers be enough for a country facing high levels of debt and an ageing population? What will reshaped economic policies mean for foreign investors? Our investment teams have some ideas. Joining Paras to discuss China's trade and other elements of the country's growth trajectory are Alex Zhang, a portfolio manager based in Shanghai, Wen-Wen Lindroth, Lead Cross-Asset Strategist, and Marty Dropkin, Head of Asian Fixed Income. With additional contributions from portfolio manager Bertrand Puiffe and Shanghai-based credit analysts Crystal Cui.  READ: China bond defaults signal a coming of age as state safety net shrinksSee omnystudio.com/listener for privacy information.

Efforts 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 Head of Global Macro and Strategic Asset Allocation Salman Ahmed together with portfolio managers Charlotte Harington and Tim Foster. With additional contributions from Global Chief Investment Officer Andrew McCaffery. You can listen to the full interview with Andrew here.See omnystudio.com/listener for privacy information.

Andrew 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.

The 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, for the fuller context and investment implications. With additional contributions from analysts and portfolio managers Tom Robinson, Christine Miyagishima, and Ben Li.See omnystudio.com/listener for privacy information.