Have the past few years just been a blip or is it possible to deliver the sort of returns the AI boom has provided on a longer-term basis? In this bonus episode of the podcast leading US portfolio manager Mark Schmehl talks to Seb Morton-Clark about the longer-term methods that have delivered for him, maximising returns from changing businesses, and where he's looking now in the search for more. 

Have the past few years just been a blip or is it possible to deliver the sort of returns the AI boom has provided on a longer-term basis? In this bonus episode of the podcast leading US portfolio manager Mark Schmehl talks to Seb Morton-Clark about the longer-term methods that have delivered for him, maximising returns from changing businesses, and where he's looking now in the search for more.&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 BONUS: How investors can make the most of change | With Mark Schmehl

With markets entering a less certain phase, defensive strategies are coming to the fore. But how do you construct resilience without missing out on the rally? Multi-asset portfolio managers Mario Baronci and Pranav Aggarwal tell Seb Morton-Clark what they're buying now to secure capital against radically contrasting future scenarios. 

With markets entering a less certain phase, defensive strategies are coming to the fore. But how do you construct resilience without missing out on the rally? Multi-asset portfolio managers Mario Baronci and Pranav Aggarwal tell Seb Morton-Clark what they're buying now to secure capital against radically contrasting future scenarios.&nbsp;

Fidelity Answers: Is now a time for caution?

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 on Asia's fiscal response to the Iran oil shock.  

In the latest episode of The Investors&rsquo; 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 on Asia's fiscal response to the Iran oil shock. &nbsp;

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

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 income portfolio managers James Durance and Tim Foster how much longer we should fear the longer end of the bond curve. With contributions from Fidelity International's Global Head of Macro and Strategic Asset Allocation Salman Ahmed and Analyst Sukhy Kaur.

Credits
Producers: Patrick Graham, Holli Eastman, Rachel Reed 
Studio: Adam Sheldrake, Pete Rees 
Editor: Connor Baillie

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.&nbsp;Seb Morton-Clark asks fixed income portfolio managers James Durance&nbsp;and&nbsp;Tim Foster how much longer we should fear the longer end of the bond curve. With contributions from Fidelity International's Global Head of Macro and Strategic Asset Allocation Salman Ahmed and Analyst&nbsp;Sukhy Kaur. Credits Producers: Patrick Graham, Holli Eastman, Rachel Reed Studio: Adam Sheldrake, Pete Rees Editor: Connor Baillie

Fidelity Answers BONUS: How investors can make the most of change | With Mark Schmehl

Fidelity Answers: The Investment Podcast

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Fidelity Answers: The Investment Podcast

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