Fidelity Answers: The Investment Podcast
1) Fidelity Answers: BONUS | We're not in an AI bubble yet - here's why
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 b...Show More
2) Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?
Demand isn’t the main driver of profitability, supply is. In the latest edition, portfolio managers Fred Sykes and Tom Record look for the money left in the AI boom and places to hide if it goes...Show More
3) The Investor's Guide to Asia: Korean value and the new age of shareholder return
It’s one of this year’s global stock market success stories: South Korean equities are emerging from decades in the shadows as reforms of corporate governance change the way foreign capita...Show More
4) Fidelity Answers: How to reimagine investing for an ageing world?
What are the challenges - and opportunities - that longevity poses to investors? What are the investment solutions that can support longer lives and how can portfolios benefit? Seb Morton-Clark is joi...Show More
5) Fidelity Answers: BONUS | The economics of longevity with Salman Ahmed
An ageing global population is set to bring profound pressures to bear on the macroeconomic models and norms of the past century. Can we make it all work? Here Fidelity International's Global Head of ...Show More
6) The Investor's Guide to Asia: Why Asia high yield is back
From Indian renewables operators to Bangkok banks, the Asia high yield market has moved on from China’s property sector problems, and annualised returns over the last three years are running in ...Show More
7) Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Doubts over interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final months of 2025. Seb Morton-Clark and co-host Caroline...Show More
8) Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?
Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confes...Show More
9) The Investor's Guide to Asia: Chinese consumption - Labubu and beyond
From Labubu dolls to EVs to AI, 2025 has turned up the volume on Chinese products and Chinese ideas, but it’s a tune financial investors need to listen to carefully. Hosts Stuart Rumble and Taos...Show More
10) Fidelity Answers: What if Treasuries aren't so safe anymore?
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 m...Show More