Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confessed AI sceptic) Dmitry Solomakhin, plus technology analyst Jonny Tseng, join Seb Morton-Clark to discuss their thinking around AI.

Watch more from Jonny's research trip to Silicon Valley here. 

Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confessed AI sceptic) Dmitry Solomakhin, plus technology analyst Jonny Tseng, join Seb Morton-Clark to discuss their thinking around AI.
Watch more from Jonny's research trip to Silicon Valley <a href="https://www.fidelity.lu/articles/expert-opinions/field-notes-finding-ai-winners-in-silicon-valley-13425f-m">here</a>.&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: Why is Silicon Valley so obsessed with AI and what can investors do about it?

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.

Fidelity Answers: What impact is the Middle East conflict  having on industry?

The conflict in the Middle East shows no immediate signs of abating, and markets are now pricing in a longer period of instability than had been apparent two weeks ago. Does that derail this year's big market trends? Or is this chiefly a period of short-term volatility to look through?

Seb Morton-Clark is joined in the studio by Capital Markets Strategist Carsten Roemheld to analyse views from a range of  Fidelity's investment experts including CIO for Equities Niamh Brodie-Machura, CIO for Fixed Income Marion Le Morhedec, Global Head of Macro Salman Ahmed, and Multi Asset Portfolio Manager George Efstathopolous as they consider the state of the Strait of Hormuz and where next for markets. 

Watch the podcast on YouTube

Watch the Fidelity webinar

The conflict in the Middle East shows no immediate signs of abating, and markets are now pricing in a longer period of instability than had been apparent two weeks ago. Does that derail this year's big market trends? Or is this chiefly a period of short-term volatility to look through?
Seb Morton-Clark is joined in the studio by Capital Markets Strategist&nbsp;Carsten Roemheld to analyse views from a range of&nbsp; Fidelity's investment experts including CIO for Equities Niamh Brodie-Machura, CIO for Fixed Income Marion Le Morhedec, Global Head of Macro Salman Ahmed, and Multi Asset Portfolio Manager George Efstathopolous as they consider the state of the Strait of Hormuz and where next for markets.&nbsp;
<a href="https://youtu.be/kA3b2hyQBVg">Watch the podcast on YouTube</a>
<a href="https://www.fidelity.lu/articles/webcasts/2026-03-18-outlook-special-webinar-iran-conflict-inflation-risks-and-market-1773851354501">Watch the Fidelity webinar</a>

Fidelity Answers: How should I react to turmoil in the Middle East?

What does the make-up of an audience at a Chinese comedy show tell you? Why is gold the hot new thing amongst Chinese consumers? And how should investors sensibly approach Chinese tech?

In the latest episode of The Investor’s Guide to Asia, portfolio managers Nick Price and Cynthia Chen explore all this and more to explore why Chinese equities continue to play a pivotal role in global portfolios. Hosts Taosha Wang and Stuart Rumble guide the conversation, unpacking what long‑term investors need to understand about China’s evolving market dynamics.

We also hear from Analyst Bunny Huang, reporting on the ground in Shanghai, where she speaks directly with shoppers about what’s driving their spending habits. And Asia Economist Peiqian Liu joins us fresh from the National Party Congress in China to share her immediate takeaways and what they could mean for the region’s economic outlook.

Please note that this podcast was recorded on March 3.

What does the make-up of an audience at a Chinese comedy show tell you? Why is gold the hot new thing amongst Chinese consumers? And how should investors sensibly approach Chinese tech?
In the latest episode of The Investor&rsquo;s Guide to Asia, portfolio managers Nick Price and Cynthia Chen explore all this and more to explore why Chinese equities continue to play a pivotal role in global portfolios. Hosts Taosha Wang and Stuart Rumble guide the conversation, unpacking what long‑term investors need to understand about China&rsquo;s evolving market dynamics.
We also hear from Analyst Bunny Huang, reporting on the ground in Shanghai, where she speaks directly with shoppers about what&rsquo;s driving their spending habits. And Asia Economist Peiqian Liu joins us fresh from the National Party Congress in China to share her immediate takeaways and what they could mean for the region&rsquo;s economic outlook.
Please note that this podcast was recorded on March 3.

Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

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