If 2024 was the year of elections, 2025 is the year when all of those decisions come home to roost.

As the world’s major economies take increasingly divergent paths in search of growth - where should investors be looking for opportunities?

Carsten Roemheld, Capital Markets Strategist at Fidelity, is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Rosanna Burcheri, an equities Portfolio Manager, and Marty Dropkin, Head of Equities for Asia Pacific, to discuss this and how they are positioning for the year ahead.

You can read Fidelity International's 2025 Outlook in full here.

If 2024 was the year of elections, 2025 is the year when all of those decisions come home to roost.
As the world’s major economies take increasingly divergent paths in search of growth - where should investors be looking for opportunities?
Carsten Roemheld, Capital Markets Strategist at Fidelity, is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Rosanna Burcheri, an equities Portfolio Manager, and Marty Dropkin, Head of Equities for Asia Pacific, to discuss this and how they are positioning for the year ahead.
You can read Fidelity International's 2025 Outlook in full <a href="https://www.fidelityinternational.com/editorial/fidelity-answers/outlook-2025-the-divergence-dividend-en5/">here</a>.

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;

Outlook 2025: The divergence dividend

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: Volatility is extreme. What are the investment trends I should keep in focus?

Hostilities in the Middle East are grinding into their fifth week and the impact is spreading through the global economy. What can we say about the likely effects on the ground of the shock facing industry around the world, and how should portfolios be positioned? Seb Morton-Clark digs into the details with Fidelity's Head of Equity Research in Europe, Punam Sharma, and fund manager Marcel Stotzel.

Hostilities in the Middle East are grinding into their fifth week and the impact is spreading through the global economy. What can we say about the likely effects on the ground of the shock facing industry around the world, and how should portfolios be positioned? Seb Morton-Clark digs into the details with Fidelity's Head of Equity Research in Europe, Punam Sharma, and fund manager Marcel Stotzel.

Outlook 2025: The divergence dividend

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