Fidelity Answers: The Investment podcast

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Exile

1
Episode 10: From Refugee to Radical 44:09

2 years temu44:09

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When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

Fidelity Answers: The Investment Podcast

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Fidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking.

As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on-the-ground experts; and 'Fundamentals', a series where the analysts discuss the implications of their latest research, from 5G technology to the plight of the Orangutan.

***If you enjoy Fidelity Answers then whey not listen to our other show, 'Rich Pickings: Fidelity's Asset Allocation Podcast', where each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato?

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#Business News #News #Trading #Business #Fidelity Internationals

Fidelity Answers: The Investment Podcast

50 subscribers

updated 27 dni temu

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Źródło serii•Feed

111 odcinków

#Business News #News #Trading #Business #Fidelity Internationals

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Fidelity Answers: The Investment Podcast

1
Trump, China, AI: Hear what over a hundred of our analysts have to say 27:33

27 dni temu27:33

27:33

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.…

Fidelity Answers: The Investment Podcast

1
The Investor's Guide to China: The bull vs bear debate (#35) 36:48

10 weeks temu36:48

36:48

As we wrap up 2024, investors remain divided on the future of the Chinese stock market. Bullish investors are betting on policy support to spark a rebound, while the sceptics see structural challenges capping gains in equities. Who is right? Is China a treasure trove or a value trap? What more can policymakers do to restore confidence? And how should stock pickers adapt to an evolving Chinese economy? In this special episode, Marty Dropkin , Head of Equities, Asia Pacific, investigates both sides of this debate with the help of two veteran portfolio managers at Fidelity International: Dale Nicholls , who plays China bull, and Nick Price , who presents the bear case. With an additional contribution from Asia Economist Peiqian Liu . READ Read a summary of this episode here . See omnystudio.com/listener for privacy information.…

Fidelity Answers: The Investment Podcast

1
Outlook 2025: The divergence dividend 38:35

12 weeks temu38:35

38:35

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.…

Fidelity Answers: The Investment Podcast

1
The Investor's Guide to China: Chinese e-commerce goes global (#34) 31:56

17 weeks temu31:56

31:56

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.…

Fidelity Answers: The Investment Podcast

1
Fidelity Answers: How to invest in the energy transition 32:40

22 weeks temu32:40

32:40

When it comes to decarbonising the world - the scale of the challenge can feel overwhelming. It’s going to need astronomical levels of capital, a reconfiguration of markets, and radical regulation. And it needs to happen fast. If you’re an investor trying to align portfolios with climate pathways as well as capture all of the opportunities that are out there related to the energy transition - it's a lot to think about. In this edition of Fidelity Answers, Katie Constance, Head of Sustainability for European distribution, is joined by Gabriel Wilson-Otto, Head of Sustainable Investing Strategy, and Portfolio Managers Kris Atkinson and James Richards to discuss the practical steps investors can take, where the risks lie, and importantly where to look for those opportunities. With additional contributions from Adrian Benedict and Nina Flitman. You can read our practitioners guide in full here , or on your local Fidelity website. See omnystudio.com/listener for privacy information.…

Fidelity Answers: The Investment Podcast

1
The Investor’s Guide to China: Dealing with China's debt (#33) 30:19

23 weeks temu30:19

30:19

China has come out with a string of policies that are targeted to reinvigorate economic growth. Some of the policies are adding leverage to the government’s balance sheet. A question that investors are asking is: how much more will China realistically spend to stimulate the economy? So far, these policies have focused on shoring up demand - unlike after the financial crisis, when China spent trillions of renminbi to expand supply. That is an importance difference because it implies policymakers remain disciplined in the way they choose to manage debt. Marty Dropkin , Head of Equities, Asia Pacific, asks Fidelity International’s Director of Research for Fixed Income, Asia Pacific, Bich Nguyen , and Fixed Income Portfolio Manager, Tae Ho Ryu , about how investors should approach the issue. With an additional contribution from Portfolio Manager Olivia He . This episode was recorded on September 12th, 2024, before the most recent policy measures were announced. READ Read a summary of this episode here . Read our analysis on how China keeps its debt in order here . For a more in-depth take on China’s bond market, listen to the previous podcast episode on the renminbi here . See omnystudio.com/listener for privacy information.…

Fidelity Answers: The Investment Podcast

1
The Investor’s Guide to China: Asia's bright spots (#32) 29:21

30 weeks temu29:21

29:21

In this bonus episode, we're hearing about three investment ideas that are exciting Fidelity’s Asia portfolio managers and how they play into the megatrends of artificial intelligence, the energy transition, and shifting supply chains. Marty Dropkin , Head of Equities, Asia Pacific, is joined by Monica Li , Fidelity International’s Director of Research for China. With additional contributions from three of the company’s portfolio managers who have recently returned from a research trip in China: Dale Nicholls , Taosha Wang , and Madeleine Kuang . READ To read more on the three megatrends discussed in this podcast, please visit fidelityinternational.com Marty and Monica also discussed the Third Plenum - an important economic policy meeting that took place recently. For our analysis on that, read this article here . For a more in-depth take on China’s currency and interest rates, listen to the previous podcast episode on the renminbi here. See omnystudio.com/listener for privacy information.…

Fidelity Answers: The Investment Podcast

1
Fidelity Answers: Deconstructing active ETFs 36:22

32 weeks temu36:22

36:22

Growing numbers of investors are turning to active ETFs. What’s behind this boom, and what role can they play in portfolios? Ben Moshinsky is joined by Stefan Kuhn , Fidelity International’s Head of ETF Distribution for Europe, Caroline Shaw , multi asset Portfolio Manager, and Andrew Craswell , Head of Client Relationship Management at Brown Brothers Harriman to discuss what makes an active ETF active, and how they’re reshaping the investment landscape. With additional contributions from Portfolio Manager Ilia Chelomianski. See omnystudio.com/listener for privacy information.…

Fidelity Answers: The Investment Podcast

1
The Investor’s Guide to China: The renminbi effect (#31) 25:22

33 weeks temu25:22

25:22

In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost almost 10 per cent against the US dollar in the last 18 months. Is this a result of economic weakness in China or just another chapter in the strong dollar story? How is the renminbi performing against other currencies like the Japanese yen? Is currency weakness a cyclical challenge for the country or a structural trend? And what should investors do about it? To help answer these questions, Marty Dropkin , Head of Equities, Asia Pacific, is joined by Asia Economist, Peiqian Liu , and Fixed Income Portfolio Manager, Belinda Liao . With additional contributions from Portfolio Manager Casey McLean . To read more on the renminbi, please visit fidelityinternational.com To read Belinda’s article on hedging, click here. To listen to the previous podcast episode on ‘Japanification’, click here. See omnystudio.com/listener for privacy information.…

Fidelity Answers: The Investment Podcast

1
The Investor's Guide to China: Healthcare (#30) 33:50

38 weeks temu33:50

33:50

Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older. But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink their approach to the sector? Or should they double down for the growth opportunity at current valuations? To help answer these questions, Marty Dropkin , Head of Equities, Asia Pacific, is joined by two of Fidelity International’s portfolio managers who invest in Chinese healthcare: Hyomi Jie and Tina Tian . With additional contributions from healthcare analysts Duanting Zhai and Lizheng Zhu . They also talked about Hyomi and Duanting’s recent article on medical device makers in China. To read that article and find out more about China’s healthcare sector, please visit fidelityinternational.com or click the following link: https://www.fidelityinternational.com/editorial/article/will-an-older-china-unleash-the-potential-for-homegrown-medical-tech-84e45f-en5/ See omnystudio.com/listener for privacy information.…

Fidelity Answers: The Investment Podcast

1
Rich Pickings: The long-term themes challenging investors 41:35

44 weeks temu41:35

41:35

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grappling with them. With additional contributions from Global Co-CIO Andrew McCaffery. See omnystudio.com/listener for privacy information.…

Fidelity Answers: The Investment Podcast

1
The Investor's Guide to China: Shareholder return (#29) 30:59

45 weeks temu30:59

30:59

The story of China's economy and stock market has long been one of rapid growth. But as policymakers pivot to focus on the quality - instead of the velocity - of growth, investors are turning their attention to something more long-lasting: shareholder returns. Dividends and buybacks are moving up the agenda of regulators and companies in China, generating interest for investors across the market, even in sectors of the so-called ‘old’ economy. In this episode, Catherine Yeung , Investment Director, and Marty Dropkin , Head of Equities for Asia Pacific, are joined by two of Fidelity International’s portfolio managers: Lynda Zhou and Dale Nicholls . Together, they explore a change in the mindset of Chinese management teams, which industries are most prepared to ramp up payouts for their shareholders, and the role of regulators and investors in the process. With additional contributions from Shanghai-based analyst Bunny Huang and Singapore-based Portfolio Manager Jochen Breuer . Read To read more on the rise of dividends in Asia, please visit fidelityinternational.com to find Lynda and Jochen’s recent article or click the following link: https://www.fidelityinternational.com/editorial/article/asian-stocks-enter-the-dividend-age-b65424-en5/ See omnystudio.com/listener for privacy information.…

Fidelity Answers: The Investment Podcast

1
The Investor's Guide to China: Cities and migration (#28) 33:19

51 weeks temu33:19

33:19

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, and where investors should be looking. In this episode, Catherine Yeung , Investment Director, and Marty Dropkin , Head of Equities, Asia Pacific, take you across China through the lens of Fidelity International’s Asia Economist, Peiqian Liu , and Jarlon Tsang , Managing Partner and Head of China at the venture capital firm Eight Roads, Fidelity’s sister company. What role do migrants play in the past, present, and future development of the Chinese economy? Which Chinese provinces and cities could be home to the next unicorn? What do emerging migration patterns mean for China's cities and their businesses? And what does all of it mean for property markets? With additional contributions from Portfolio Manager Hyomi Jie and Shanghai-based analysts Eric Zhu and Fiona Shou . Read more at fidelityinternational.com See omnystudio.com/listener for privacy information.…

Fidelity Answers: The Investment Podcast

1
Rich Pickings: Asia and Latin America are reshaping the world for investors 39:40

1 year temu39:40

39:40

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbour. With additional contributions from Fidelity's Global Macro Economist Anna Stupnytska. You can read more analysis from Peiqian Liu here , and you can hear more insights on our sister podcast The Investor's Guide to China here. See omnystudio.com/listener for privacy information.…

Fidelity Answers: The Investment Podcast

1
The Investor's Guide to China: China's bond market (#27) 29:59

1 year temu29:59

29:59

In this episode, Catherine Yeung , Investment Director, and Marty Dropkin , Head of Equities, Asia Pacific, tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market. Investors focused on the stock market, and the challenges Chinese property developers are facing, have often overlooked China’s bonds, which have boasted some of the best returns over the past few years. Hong Kong-based Head of Asian Fixed Income, Lei Zhu , and Fixed Income Portfolio Manager, Alvin Cheng , from our independently run mutual fund business in China, join Catherine and Marty to discuss why the same economic narrative about China is playing out so differently in equities and bonds, and where investors should start their search for opportunities in this vast market. With additional contributions from Singapore-based Multi-Asset Portfolio Manager George Efstathopoulos and Shanghai-based Senior Credit Analyst Crystal Cui . Read more at fidelityinternational.com See omnystudio.com/listener for privacy information.…

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