The Investor’s Guide to Asia: Asia's AI trade

In the latest episode of The Investors’ Guide to Asia, portfolio managers Joseph Zhang and Terence Tsai tell Amit Moudgil that the AI boom in China, Taiwan and Korea - and elsewhere - has much further to run, even if some elements look more stretched than a year ago. Plus Asia Economist Peiqian Liu…

Fidelity Answers: Is a turning point coming for fixed income?

Worries about public debt have come back to haunt markets, along with a new stream of issuance from the tech companies spending billions on AI. Yet with yields higher than they've been in years, at some point they should appeal to investors who want stable solid returns. Seb Morton-Clarkasks fixed …

Fidelity Answers BONUS: Is America borrowing too much? | With Salman Ahmed

Is something big happening in debt markets? Seb Morton-Clark talks to Fidelity International's Global Head of Macro and Strategic Asset Allocation Salman Ahmed about the future of government debt burdens and how they might be paid off. Credits Producers: Patrick Graham, Holli Eastman, Rachel Reed …

Fidelity Answers: What is Silicon Valley saying about cost (and jobs)?

Will AI lead to mass layoffs? Are the costs already getting too much for companies? And are the billions of investment already starting to come good? Fresh from a visit to Silicon Valley, US equities portfolio manager Sam Thomas and tech analyst Jonathan Tseng answer these questions and more, with …

Fidelity Answers: Where should I look if I need to play defence?

With AI soaking up the lion's share of investor attention (and capital), opportunities are appearing in other parts of the market to pick up quality assets at relatively attractive valuations. Seb Morton-Clark talks to Portfolio Managers Tristan Purcell and Alex Laing, and Director of Research for …

The Investor’s Guide to Asia: The ‘haves’ and ‘have-nots’

Asia has proven more resilient than expected to the Middle East oil market shock, but energy security and the AI capex cycle are reshaping the region into a more fragmented investment landscape, fund managers George Efstathopoulos and Terrence Pang tell Stuart Rumble in the latest episode.

Fidelity Answers: What kind of fixed income can protect my portfolio when inflation is rising?

With inflation expectations soaring, and fixed income yields rising with them, what safe havens does the bond market offer for capital in an environment of higher prices and geopolitical shocks? Seb Morton-Clark hears from two of Fidelity's fixed income portfolio managers - Ravin Seeneevassen and T…

The Investor's Guide to Asia: Three investable ideas that caught a fund manager's eye

What do investment analysts really contribute to the decisions fund managers make and how are those insights used in practice? Fund manager Dale Nicholls joins Stuart Rumble and Taosha Wang to explore three case studies, from China’s fast‑developing robotics sector and emerging small‑cap opportunit…

Fidelity Answers: Volatility is extreme. What are the investment trends I should keep in focus?

Even with an energy shock, there are reasons for investors to be hopeful about both stocks and bonds. Chief Investment Officers for fixed income and equities, Marion Le Morhedec and Niamh Brodie-Machura take a hard look at markets in what feels like a crucial moment.   -------- Credits Producers…

Fidelity Answers: What impact is the Middle East conflict having on industry?

Hostilities in the Middle East are grinding into their fifth week and the impact is spreading through the global economy. What can we say about the likely effects on the ground of the shock facing industry around the world, and how should portfolios be positioned? Seb Morton-Clark digs into the det…