Fidelity's Chief Investment Officer for Fixed Income Steve Ellis talks to Richard Edgar about the unexpected consequences of the Fed's rate hike cycle and where investors should be looking for protection.

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

Fidelity's Chief Investment Officer for Fixed Income Steve Ellis talks to Richard Edgar about the unexpected consequences of the Fed's rate hike cycle and where investors should be looking for protection.
Read more from Steve at <a href="https://www.fidelityinternational.com/editorial/article/watch-where-you-step-as-defaults-set-to-rise-73c745-en5/">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.  

We also publish here our sister podcast, The Investor's Guide to Asia, to bring you ideas from our experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.

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;
We also publish here our sister podcast, The Investor's Guide to Asia, to bring you ideas from our experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.

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

Fidelity Answers: The Investment Podcast

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;

Fed hike: What you're missing from the inflation narrative

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 the help of new Fidelity analyst survey data and a macro study that predicts gains in growth. With additional contributions from multi asset analyst Kitty Yang and economist Edoardo Cilla. 

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&nbsp;and tech analyst Jonathan Tseng answer these questions and more, with the help of new Fidelity analyst survey data and a macro study that predicts gains in growth. With additional contributions from multi asset analyst&nbsp;Kitty Yang and economist Edoardo Cilla.&nbsp;

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

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 Fixed Income Rebecca Motta about the options for adding to defensive positions in case the near-term future proves less ebullient than the recent past. With additional contributions from healthcare analyst Emma Newey Clark.

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 Fixed Income Rebecca Motta about the options for adding to defensive positions in case the near-term future proves less ebullient than the recent past. With additional contributions from healthcare analyst Emma Newey Clark.

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

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.

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.

Fed hike: What you're missing from the inflation narrative

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