Doubts over interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final months of 2025. Seb Morton-Clark and co-host Caroline Shaw assess the risks - and what we should be doing about them - with portfolio managers James Durance and Tristan Purcell. 

With additional contributions from real estate credit analyst Othman El Iraki. 

Doubts over interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final months of 2025. Seb Morton-Clark and co-host Caroline Shaw assess the risks - and what we should be doing about them - with portfolio managers James Durance and Tristan Purcell.&nbsp;
With additional contributions from real estate credit analyst Othman El Iraki.&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.  

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

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

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

The Investor's Guide to Asia

Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?  

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;

The Investor's Guide to Asia: Korean value and a new era of shareholder return

What are the challenges - and opportunities - that longevity poses to investors? What are the investment solutions that can support longer lives and how can portfolios benefit? Seb Morton-Clark is joined by the Director of the National Institute for Ageing Nic Palmarini, Fidelity's Global Head of Client Solutions Katie Roberts, and Portfolio Manager Julie-Ann Ashcroft. With additional contributions form Global Head of Macro Salman Ahmed.

Click here for an extended interview with Salman on what older populations mean for economies and the wider world.

What are the challenges - and opportunities - that longevity poses to investors? What are the investment solutions that can support longer lives and how can portfolios benefit? Seb Morton-Clark is joined by the Director of the National Institute for Ageing Nic Palmarini, Fidelity's Global Head of Client Solutions Katie Roberts, and Portfolio Manager Julie-Ann Ashcroft. With additional contributions form Global Head of Macro Salman Ahmed.
<a href="https://pod.fo/e/343c86">Click here for an extended interview with Salman</a> on what older populations mean for economies and the wider world.

Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?

Fidelity Answers: The Investment Podcast

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Fidelity Answers: The Investment Podcast

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