Anthony Srom, Portfolio Manager for the Fidelity Asia Fund admits how he views the world is a little different, but this may be his superpower when it comes to outperforming the index for nearly a decade*. So what has shaped this veteran investor to ask the questions others aren’t?

In this episode Anthony discusses how investors may be getting it wrong on AI, 10 years of lessons and bubbles in Asia, and looking outside Asian giants TSMC and Tencent.

Want more? Discover the Fidelity Asia Active ETF

This episode was recorded 5 July 2024.

*As at 30 June 2024. Past performance information provided in this podcast is not a reliable indicator of future performance.

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