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Artwork for Fidelity Answers: The Investment Podcast

Fidelity Answers: The Investment Podcast

Fidelity International
China
Artificial Intelligence
Economic Growth
Debt and GDP
Interest Rates
Healthcare
Renminbi
Inflation
Japan
Transition Materials
Export-Import Dynamics
US Dollar
Active Etfs
Real Estate Market
Financial Stability
High-Yield Bonds
Renewable Energy
Fidelity International
Emerging Markets
Economic Recovery

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.

PublishesTwice monthlyEpisodes100Founded8 years ago
Number of ListenersCategories
BusinessBusiness NewsInvestingNews

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Artwork for Fidelity Answers: The Investment Podcast

Latest Episodes

Central bank independence has suddenly become a big issue where, for investors, it matters the most: on US interest rates. In this bonus edition, Fidelity Global Head of Macro Salman Ahmed breaks down the implications for the short and the long term.... more

What happens if the Federal Reserve makes good on White House demands for lower interest rates but inflation holds up? Fidelity portfolio managers Becky Qin and Philip Fielding discuss the potential for a period of financial repression in the United ... more

External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor’s Guide to Asia, Fidelity International Investment Director Nitin Mathur discusses the chances of a turnaround in 2026 and why w... more

Surging interest in artificial intelligence has generated huge gains for tech stocks across the world this year. But with the stock market hitting new highs, there are growing concerns that we might be in the midst of an AI bubble. In this bonus edit... more

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Recent Guests

Andressa Tezine
Fixed income analyst on Fidelity's emerging markets teams
Fidelity International
Episode: Fidelity Answers: What will falling US interest rates mean for my portfolio?
Nitin Mathur
Investment director for Indian equities and emerging market equities at Fidelity
Fidelity
Episode: The Investors Guide to Asia: Is 2026 the year for India?
Charlie Wood
Head of UK Institutional Clients at Fidelity
Fidelity International
Episode: Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
Fred Sykes
European Fund Manager focusing on opportunities in the European market
Fidelity International
Episode: Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
Tom Record
Portfolio Manager working on global strategies
Fidelity International
Episode: Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
Srishti Sinha
US Power Sector Analyst
Episode: Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
JaeMin Shim
Fidelity analyst on Korean markets
Fidelity International
Episode: The Investor's Guide to Asia: Korean value and a new era of shareholder return
Nic Palmarini
Head of the National Innovation Centre for Ageing, a UK think tank focused on researching aging.
National Innovation Centre for Ageing
Episode: Fidelity Answers: How to reimagine investing for an ageing world?
Julie-Ann Ashcroft
Fidelity Portfolio Manager focused on investment opportunities related to demographic changes.
Fidelity International
Episode: Fidelity Answers: How to reimagine investing for an ageing world?

Hosts

Seb Morton-Clark
Host of Fidelity Answers, providing insights and expert commentary on investment strategies and market trends.
Stuart Rumble
Head of Investment Directing for Asia Pacific, focusing on investment insights and strategies in the Asian market.
Toasha Wang
Multi-Asset Portfolio Manager providing extensive insights on diverse investment strategies and market conditions.

Reviews

4.7 out of 5 stars from 57 ratings
  • Great discussions

    Podcast Addict
    5
    Cougar
    4 years ago
  • Spoiled by very long disclaimer(s) at end of pod

    Informative and interesting, shame it is so US centric. Spoiled by very long disclaimer(s) at end of pod which when I'm listening, seem as long (or longer) than the pos itself!

    Apple Podcasts
    3
    EdPeters2
    United Kingdom4 years ago
  • Interesting but limited?

    Well structured and presented as ever by Richard Edgar but there’s too much generalising as the USA has made more progress on its climate response than is given credit for. Could this be lazy analysis as it’s easier to accept the narrative that America has not progressed under the Trump administration? Companies all over the world continue to make adjustments using technology in the relentless pursuit of profit using less inputs, and it’s not always down to government coercion.

    Apple Podcasts
    3
    Swiss-wilson
    United Kingdom5 years ago
  • Good

    Good to know more about investment

    Apple Podcasts
    5
    C.KH
    Hong Kong6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Well-structured discussions with a focus on relevant investing topics.
Informative and interesting, though some listeners note a US-centric perspective.

Chart Rankings

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Apple Podcasts
#233
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Fidelity Answers: What will falling US interest rates mean for my portfolio?
Q: What will falling US rates mean for my asset allocation this year?
The answer might be to take some more risk, be creative with defensive plays, and focus on emerging markets while keeping an eye on political risks.
Fidelity Answers: What will falling US interest rates mean for my portfolio?
Q: What are the risks there?
Elections in emerging markets often bring surprises, and Brazil's fiscal agenda poses risks alongside the stability provided by established institutions.
Fidelity Answers: What will falling US interest rates mean for my portfolio?
Q: To what extent is this row over independence likely to upset markets this year, do you think?
This attack on central bank credibility creates bouts of volatility which investors are concerned about regarding risk premium on treasury valuations.
The Investors Guide to Asia: Is 2026 the year for India?
Q: What should investors pay attention to in the long term?
Investors should focus on the long-term potential of India's economy, emphasizing consumption growth, service sector expansion, and capital formation as key areas to watch.
Fidelity Answers: BONUS | We're not in an AI bubble yet - here's why
Q: What is the implication for investors regarding China's AI advancements?
Investors should be bullish on China as it has significantly engaged in AI development, with strong leadership and a large talent pool that could change previous market narratives.

Audience Metrics

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Frequently Asked Questions About Fidelity Answers: The Investment Podcast

What is Fidelity Answers: The Investment Podcast about and what kind of topics does it cover?

Focused on providing insights into investing and financial markets, the content revolves around expert discussions with portfolio managers and analysts from Fidelity International. Topics frequently addressed include the current investment landscape, strategic insights on market volatility, and demographic changes affecting the financial sector. Episodes feature analyses of various asset classes, such as equities, bonds, and high yield credits, alongside critical discussions about macroeconomic factors, technological developments, and supply chain dynamics. Expect a blend of investment strategies tailored for various demographics, emphasizing the nuances of navigating economic shifts.

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Which podcasts are similar to Fidelity Answers: The Investment Podcast?

These podcasts share a similar audience with Fidelity Answers: The Investment Podcast:

1. Investing Insights
2. Barron's Streetwise
3. Masters in Business
4. On Investing
5. The Long View

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Fidelity Answers: The Investment Podcast launched 8 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Fidelity Answers: The Investment Podcast?

Recent guests on Fidelity Answers: The Investment Podcast include:

1. Andressa Tezine
2. Nitin Mathur
3. Charlie Wood
4. Fred Sykes
5. Tom Record
6. Srishti Sinha
7. JaeMin Shim
8. Nic Palmarini

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