Fidelity Answers: The Investment Podcast

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.

What impact has the Covid-19 pandemic had on climate policies, companies' approach to environmental issues, and the market for green securities? Editor in Chief Richard Edgar talks to three of Fidelity International's climate investment specialists to understand what's in store for this expanding market: portfolio managers Velislava Dimitrova and Kris Atkinson, and Global Economist Anna Stupnytska.See omnystudio.com/listener for privacy information.

Exclusive research carried out by Fidelity International reveals the changes taking place in the boardrooms of China and amongst its investors. In this podcast, Editor in Chief Richard Edgar discusses the research with Global Head of Sustainability Jenn-Hui Tann and Portfolio Manager Flora Wang and what it's telling us about corporate engagement in China. We also hear from Terence Tsai, an analyst working alongside some of China's biggest companies to help them build more sustainable practices.See 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 7: China's One Belt One Road (OBOR) initiative launched in 2013 as an economic strategy to improve trade connections through a series of massive infrastructure projects. Belt and Road now touches two thirds of the world's population and a third of the global economy. It has not been without its fair share of controversy though and in recent years strained geopolitics have hampered its progress. But could a post pandemic world with a greater emphasis on regionalisation - as witnessed by the recent signing of the Regional Comprehensive Economic Partnership (RCEP) - give Belt and Road a new lease of life and fresh direction? Paras talks to portfolio managers Lynda Zhou and Alex Duffy, and sovereign credit analyst Nathan Sribalasundaram. With additional contributions from portfolio manager Sumant Wahi and Shanghai-based analyst Alex Dong. See omnystudio.com/listener for privacy information.

With US elections round the corner we thought this episode from our sister podcast, Rich Pickings, would be of interest to listeners. Fidelity's Global Head of Macro Salman Ahmed talks to Editor in Chief Richard Edgar about what the radically different policies proposed by the two potential administrations could mean for markets and investors.See omnystudio.com/listener for privacy information.

The Covid-19 crisis has seen a dramatic turnaround for the banking sector. Vilified for the Global Financial Crisis, banks this time have been a key part of the solution acting as essential shock absorbers for economies across the world. But as debts rise, rates fall, and economic growth peters out, what will it mean to be a lender in a crisis? Has the role of banks changed for good? And what could that mean for the proliferating fintech companies - and investors? Richard Edgar hears from the experts: Shanghai-based equities analyst Monica Li, and cross-asset analysts Federico Wynne and Lee Sotos.See omnystudio.com/listener for privacy information.