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 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

We bring you ideas from Fidelity International's investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.

Also published on this feed is Fidelity Answers, the investment podcast 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 bring you ideas from Fidelity International's investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China. Also published on this feed is Fidelity Answers, the investment podcast 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;

The Investor's Guide to Asia

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;

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

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 Tim Foster - about why they think markets are under-appreciating the risks and how inflation-linked bonds can help.

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 Tim Foster - about why they think markets are under-appreciating the risks and how inflation-linked bonds can help.

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

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 opportunities to Australia’s politically sensitive rare earths industry. Alongside analysts Reggie Pan, Sam Heithersay and Teddy Gao, he explains how deep, company‑level research shapes investment conviction and feeds directly into portfolio decisions.

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Credits

Producers: Patrick Graham, Judy Chen, Rory Fong, Dan Tham
Studio operators: Keith Chuen, Tommy Su, Kelvin Sim 
Post production: Tommy Su
Additional support from Alexis Horsburgh and Shani Semenec
Editor: Seb Morton-Clark

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&rsquo;s fast‑developing robotics sector and emerging small‑cap opportunities to Australia&rsquo;s politically sensitive rare earths industry. Alongside analysts Reggie Pan, Sam Heithersay and Teddy Gao, he explains how deep, company‑level research shapes investment conviction and feeds directly into portfolio decisions.
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Credits
Producers: Patrick Graham, Judy Chen, Rory Fong, Dan Tham Studio operators: Keith Chuen, Tommy Su, Kelvin Sim Post production: Tommy Su Additional support from Alexis Horsburgh and Shani Semenec Editor: Seb Morton-Clark

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

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.  

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Credits

Producers: Patrick Graham, Rachel Reed
Studio operators: Alex Willcox
Post production: Connor Baillie 
Social producer: Ben Traynor 
Design: Mark Hamilton
Editor: Seb Morton-Clark

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. &nbsp;
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Credits
Producers: Patrick Graham, Rachel Reed Studio operators: Alex Willcox Post production: Connor Baillie&nbsp; Social producer: Ben Traynor&nbsp; Design: Mark Hamilton Editor: Seb Morton-Clark

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

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Fidelity Answers: The Investment Podcast

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