Fidelity Answers: The Investment Podcast
Fidelity Answers: The Investment Podcast
Fidelity Answers is an investor's podcast channel from Fidelity International. Looking for invaluable sector and market commentary? Then this is the place for you. From downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts and portfolio managers to explore the best investment thinking.Social links:
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Bioacoustics: Bonus interview with Dr Doug Gurr
Dr Doug Gurr, Director of London's Natural History Museum, joins Richard Edgar to discuss the urgency of tackling biodiversity loss and what the financial community can do to help.
15:26
Bioacoustics: Could sound solve biodiversity's data deficit?
How do you measure biodiversity? From the forests of Borneo, with the help of a pioneering team of scientists, Fidelity have followed a project to explore if sound recordings - layered with artificial intelligence - could help to solve biodiversity's data issue. Analyst Minlin Lee travelled to Indo…
22:13
The Investor’s Guide to China: Decarbonising China (#21)
2021 was a big year for the global fight against climate change. China's president, Xi Jinping, again pledged that China would hit peak emissions by 2030 and be net zero by 2060. Then at COP26 in Glasgow, over 100 countries pledged to cut greenhouse gas emissions and eliminate deforestation. But t…
32:43
Rich Pickings podcast: Preparing portfolios for climate risks
What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets sorted out - what are the investment implications for a greener, decarbonised future? Richard Edgar is joined by Global Macro Economist Anna Stupny…
45:23
The Investor’s Guide to China: Tech Hardware and the ‘Chip War’ (#20)
Chip shortages at the start of the Covid pandemic threw semiconductors into the limelight. More recently, chips have been the focus of trade tensions between China and the US. Now, as China reopens and supply chains adjust, how will the ‘Chip War’ affect the future of the global tech hardware indus…
34:09
Rich Pickings: Looking for cracks in the system after SVB
After the collapse of Silicon Valley Bank, Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Anna Stupnytska, Global Macro Economist, and Gita Bal, Global Head of Fixed Income Research, to discuss the fallout and whether it could be enough to force a rethink at the Federal Reserv…
35:38
Trade Offs | Bunge: The Analysis
Bunge is one of the world's biggest agriculture commodity businesses. Linking farmers with customers is a complex job. But doing it sustainably? Bunge's CEO Greg Heckman explains how he's approaching that challenge, and the the choices he's faced as chief executive, in his interview with Ned Salter…
40:22
Trade Offs | Bunge: The Interview
From farmers to customers, agriculture commodities powerhouse Bunge works with thousands of stakeholders along vast value chains. Its scale means influence - so how is it responding to calls for greater sustainability in the crops it distributes? How is it managing the cost of increased ESG oversig…
30:14
Trade Offs | Serco: The Interview
Keeping profits, social responsibility, and public relations on an even keel is no mean feat when you're a government contractor. UK services company Serco employs tens of thousands across the world in areas as diverse as defence, justice, and healthcare. Rupert Soames joined Serco as chief execu…
30:51
Trade Offs | Serco: The Analysis
Managing and looking after people is core to a government services company like Serco. And the risk management that goes with such work demands a very different approach. In this episode of Trade Offs Fidelity's investment team use highlights from the interview with Serco's former Chief Executive …
41:21