How do you forge a sustainable future when you're the CEO of one of the world's biggest mining companies? BHP Chief Executive Mike Henry talks to Fidelity International's Global Head of Research Ned Salter about the balancing act he and other corporate leaders face and the importance of minimising ESG trade-offs.

This is an edited version of the video interview which you can watch here along with more from Fidelity International's Sustainable World Summit.

Read more at fidelityinternational.com or your local Fidelity website.

How do you forge a sustainable future when you're the CEO of one of the world's biggest mining companies? BHP Chief Executive Mike Henry talks to Fidelity International's Global Head of Research Ned Salter about the balancing act he and other corporate leaders face and the importance of minimising ESG trade-offs.
<a href="https://www.fidelityinstitutional.com/en-gb/articles/pages/2021-12-08-summit-view-all-sessions-1638984926056">This is an edited version of the video interview which you can watch here along with more from Fidelity International's Sustainable World Summi</a>t.
Read more at <a href="https://www.fidelityinternational.com/">fidelityinternational.com</a> or your local Fidelity website.

Fidelity Answers is an investor's podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.  

Fidelity Answers is an investor's podcast channel from Fidelity International where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you.&nbsp;&nbsp;

A podcast about markets, economics and business from Fidelity International.

Fidelity Answers: The Investment Podcast

ESG at an industrial titan: BHP’s chief executive on the hard decisions

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 be in the midst of an AI bubble. In this bonus edition of the Fidelity Answers podcast Patrick Graham puts four possible flaws in the AI investment case to Terence Tsai, one of Fidelity's portfolio managers who has invested strongly in the boom and therefore one of the people looking hardest for evidence of when it ends. 

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 be in the midst of an AI bubble. In this bonus edition of the Fidelity Answers podcast Patrick Graham puts four possible flaws in the AI investment case to Terence Tsai, one of Fidelity's portfolio managers who has invested strongly in the boom and therefore one of the people looking hardest for evidence of when it ends.&nbsp;

Fidelity Answers: BONUS | We're not in an AI bubble yet - here's why

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 wrong, while arguing investors should obsess a bit less about GDP growth and macroeconomics. 

Plus: analyst Srishti Sinha on the risks to a US power sector flooded with datacentre investment.  

Demand isn&rsquo;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 wrong, while arguing investors should obsess a bit less about GDP growth and macroeconomics.&nbsp;
Plus: analyst Srishti Sinha on the risks to a US power sector flooded with datacentre investment. &nbsp;

Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?

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 capital sees the Seoul market. With the help of fund managers Jochen Breuer and Lynda Zhou, this month’s podcast investigates whether that surge in confidence is really justified, what else needs to be done for it to continue, and where in the region is also making advances when it comes to shareholder returns. 

With additional contributions from Asia Economist Peiqian Liu, whogives us her take on China's 4th plenum, and Analyst JaeMin Shim.

Hosted by Stuart Rumble and Toasha Wang.

 

It&rsquo;s one of this year&rsquo;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 capital sees the Seoul market. With the help of fund managers Jochen Breuer and Lynda Zhou, this month&rsquo;s podcast investigates whether that surge in confidence is really justified, what else needs to be done for it to continue, and where in the region is also making advances when it comes to shareholder returns.&nbsp;
With additional contributions from Asia Economist&nbsp;Peiqian Liu, who gives us her take on China's 4th plenum, and Analyst JaeMin Shim.
Hosted by&nbsp;Stuart Rumble&nbsp;and&nbsp;Toasha Wang.
&nbsp;

ESG at an industrial titan: BHP’s chief executive on the hard decisions

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