Surging interest in artificial intelligence has generated huge gains for tech stocks across the world this year. But with the stock market hitting new highs, there are growing concerns that we might be in the midst of an AI bubble. In this bonus edition of the Fidelity Answers podcast Patrick Graham puts four possible flaws in the AI investment case to Terence Tsai, one of Fidelity's portfolio managers who has invested strongly in the boom and therefore one of the people looking hardest for evidence of when it ends. 

Surging interest in artificial intelligence has generated huge gains for tech stocks across the world this year. But with the stock market hitting new highs, there are growing concerns that we might be in the midst of an AI bubble. In this bonus edition of the Fidelity Answers podcast Patrick Graham puts four possible flaws in the AI investment case to Terence Tsai, one of Fidelity's portfolio managers who has invested strongly in the boom and therefore one of the people looking hardest for evidence of when it ends.&nbsp;

Fidelity Answers: BONUS | We're not in an AI bubble yet - here's why

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: How to reimagine investing for an ageing world?

An ageing global population is set to bring profound pressures to bear on the macroeconomic models and norms of the past century. Can we make it all work? Here Fidelity International's Global Head of Macro Salman Ahmed discusses the likely impact on inflation, taxation, public debt and inequality, and the choices policymakers will have to make in response.   

An ageing global population is set to bring profound pressures to bear on the macroeconomic models and norms of the past century. Can we make it all work? Here Fidelity International's Global Head of Macro Salman Ahmed discusses the likely impact on inflation, taxation, public debt and inequality, and the choices policymakers will have to make in response.&nbsp; &nbsp;

Fidelity Answers: BONUS | The economics of longevity with Salman Ahmed

From Indian renewables operators to Bangkok banks, the Asia high yield market has moved on from China’s property sector problems, and annualised returns over the last three years are running in double digits. But what are the risks? Stuart Rumble and Taosha Wang talk to fund managers Tae Ho Ryu and Terrence Pang. We also hear from Fidelity Asia economist Peiqian Liu on the latest macro signals and portfolio manager Theresa Zhou on China’s stock market rally.

From Indian renewables operators to Bangkok banks, the Asia high yield market has moved on from China&rsquo;s property sector problems, and annualised returns over the last three years are running in double digits. But what are the risks? Stuart Rumble and Taosha Wang talk to fund managers Tae Ho Ryu and Terrence Pang. We also hear from Fidelity Asia economist Peiqian Liu on the latest macro signals and portfolio manager Theresa Zhou on China&rsquo;s stock market rally.

The Investor's Guide to Asia: Why Asia high yield is back

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

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

From Labubu dolls to EVs to AI, 2025 has turned up the volume on Chinese products and Chinese ideas, but it’s a tune financial investors need to listen to carefully. Hosts Stuart Rumble and Taosha Wang are joined by portfolio managers Cynthia Chen and Dale Nicholls to discuss the changing trends of Chinese consumers, and whether it can support the sort of growth that the government and global investors are looking for.

And Fidelity's Asia economist Peiqian Liu shares an update on the macro backdrop and the impact of the latest tariff announcements on the region. 

From Labubu dolls to EVs to AI, 2025 has turned up the volume on Chinese products and Chinese ideas, but it&rsquo;s a tune financial investors need to listen to carefully. Hosts Stuart Rumble and Taosha Wang are joined by portfolio managers Cynthia Chen and Dale Nicholls to discuss the changing trends of Chinese consumers, and whether it can support the sort of growth that the government and global investors are looking for.
And Fidelity's Asia economist Peiqian Liu shares an update on the macro backdrop and the impact of the latest tariff announcements on the region.&nbsp;

The Investor's Guide to Asia: Chinese consumption - Labubu and beyond

Long-dated US Treasuries, the most popular go to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead? Fund managers Mike Riddell and Tim Foster join Seb Morton-Clark and Katie Roberts to discuss what investors need to consider when they're looking for the bonds that can shore up their allocations.

And analyst Andressa Tezine explains why 2025 might be the year for emerging markets and where to look for yield.

Long-dated US Treasuries, the most popular go to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead? Fund managers Mike Riddell and Tim Foster join Seb Morton-Clark and Katie Roberts to discuss what investors need to consider when they're looking for the bonds that can shore up their allocations.
And analyst Andressa Tezine explains why 2025 might be the year for emerging markets and where to look for yield.

Fidelity Answers: What if Treasuries aren't so safe anymore?

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

China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager George Efstathopoulos and Asia Economist Peiqian Liu join hosts Stuart Rumble and Taosha Wang to discuss China's prospects for the year ahead and how tariffs could reconfigure investment trends across the region as a whole.

With additional contributions from analyst Kitty Yang on why there's now money to be made in Japanese banks.

China has responded well to the US trade war. But other, domestically-focused economies, could fare even better. Fidelity fund manager&nbsp;George Efstathopoulos&nbsp;and Asia Economist&nbsp;Peiqian Liu&nbsp;join hosts&nbsp;Stuart Rumble&nbsp;and&nbsp;Taosha Wang&nbsp;to discuss China's prospects for the year ahead and how tariffs could reconfigure investment trends across the region as a whole.
With additional contributions from analyst Kitty Yang&nbsp;on why there's now money to be made in Japanese banks.

The Investor's Guide to Asia: The great tariff reshape

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

Bunge is one of the world's biggest agriculture commodity businesses. Linking farmers with customers is a complex job. But doing it sustainably? Bunge's CEO Greg Heckman explains how he's approaching that challenge, and the the choices he's faced as chief executive, in his interview with Ned Salter, Global Head of Investment Research.

Hear about the investment implications of that interview in this episode, recorded in November 2022, where Ned is joined by Senior Industry Analyst James Richards and Global Head of Fixed Income Research Gita Bal.

Listen to the full interview here.

Read and watch more on this interview here.

Bunge is one of the world's biggest agriculture commodity businesses. Linking farmers with customers is a complex job. But doing it sustainably? Bunge's CEO Greg Heckman explains how he's approaching that challenge, and the the choices he's faced as chief executive, <a href="https://omny.fm/shows/for-investment-professionals-only/trade-offs-bunge-the-interview-1">in his interview with Ned Salter</a>, Global Head of Investment Research.
Hear about the investment implications of that interview in this episode, recorded in November 2022, where Ned is joined by Senior Industry Analyst James Richards and Global Head of Fixed Income Research Gita Bal.
<a href="https://omny.fm/shows/for-investment-professionals-only/trade-offs-bunge-the-interview-1">Listen to the full interview here.</a>
<a href="https://www.fidelityinternational.com/editorial/podcast/trade-offs-bunge-the-price-of-sustainable-agriculture-9bf4ed-en5/">Read and watch more on this interview here.</a>

Trade Offs | Bunge: The Analysis

From farmers to customers, agriculture commodities powerhouse Bunge works with thousands of stakeholders along vast value chains. Its scale means influence - so how is it responding to calls for greater sustainability in the crops it distributes? How is it managing the cost of increased ESG oversight?

In this final episode of the series, recorded in October 2022, Ned Salter, Global Head of Investment Research, talks to Bunge Chief Executive Greg Heckman about the choices and trade offs he's been making since taking the helm in 2019.

Listen to the Trade Offs Analysis for the investment implications of this interview with Fidelity's experts.

Read and watch more on this interview here.

From farmers to customers, agriculture commodities powerhouse Bunge works with thousands of stakeholders along vast value chains. Its scale means influence - so how is it responding to calls for greater sustainability in the crops it distributes? How is it managing the cost of increased ESG oversight?
In this final episode of the series, recorded in October 2022, Ned Salter, Global Head of Investment Research, talks to Bunge Chief Executive Greg Heckman about the choices and trade offs he's been making since taking the helm in 2019.
<a href="https://omny.fm/shows/for-investment-professionals-only/trade-offs-bunge-the-analysis-1">Listen to the Trade Offs Analysis for the investment implications of this interview with Fidelity's experts.</a>
<a href="https://www.fidelityinternational.com/editorial/podcast/trade-offs-bunge-the-price-of-sustainable-agriculture-9bf4ed-en5/">Read and watch more on this interview here.</a>

Trade Offs | Bunge: The Interview

Keeping profits, social responsibility, and public relations on an even keel is no mean feat when you're a government contractor. UK services company Serco employs tens of thousands across the world in areas as diverse as defence, justice, and healthcare. 

Rupert Soames joined Serco as chief executive in 2014 and completed his tenure at the end of 2022. In this straight-talking interview, Fidelity International's Global Head of Investment Research Ned Salter hears about his ESG lessons and in particular the social component: could Serco pay their staff more? Yes, but they'd lose business. Should they carry out controversial government policy? Yes, if it's the mandate of a democratically elected government. Is ESG investing a good thing? Not in its more zealous forms, no.

Hear him explain these answers in this episode, and why he sees public scrutiny as an essential part of the job, and then listen to Fidelity's investment team explain the significance of what's been said here.

This interview was recorded in July 2022.

Watch video clips and read bonus material from the interview here.

Keeping profits, social responsibility, and public relations on an even keel is no mean feat when you're a government contractor. UK services company Serco employs tens of thousands across the world in areas as diverse as defence, justice, and healthcare. 
Rupert Soames joined Serco as chief executive in 2014 and completed his tenure at the end of 2022. In this straight-talking interview, Fidelity International's Global Head of Investment Research Ned Salter hears about his ESG lessons and in particular the social component: could Serco pay their staff more? Yes, but they'd lose business. Should they carry out controversial government policy? Yes, if it's the mandate of a democratically elected government. Is ESG investing a good thing? Not in its more zealous forms, no.
Hear him explain these answers in this episode, and why he sees public scrutiny as an essential part of the job, and then <a href="https://omny.fm/shows/for-investment-professionals-only/trade-offs-serco-the-analysis-1">listen to Fidelity's investment team explain the significance of what's been said here.</a>
This interview was recorded in July 2022.
<a href="https://www.fidelityinternational.com/editorial/podcast/trade-offs-serco-social-contracts-and-the-scrutiny-of-public-markets-edd443-en5/">Watch video clips and read bonus material from the interview here.</a>

Trade Offs | Serco: The Interview

Managing and looking after people is core to a government services company like Serco. And the risk management that goes with such work demands a very different approach.

In this episode of Trade Offs Fidelity's investment team use highlights from the interview with Serco's former Chief Executive Rupert Soames to illustrate how investors should be considering the 'S' of ESG and why its importance is only set to rise. 

Ned Salter, Global Head of Investment Research, is joined by Equity Research Analyst Dominic Hayes and Head of Strategic Initiatives for Global Investment Research Fiona O'Neill.

Listen to the full interview with Rupert Soames here.

Watch video clips and read bonus material from the interview here.

Managing and looking after people is core to a government services company like Serco. And the risk management that goes with such work demands a very different approach.
In this episode of Trade Offs Fidelity's investment team use highlights from the interview with Serco's former Chief Executive Rupert Soames to illustrate how investors should be considering the 'S' of ESG and why its importance is only set to rise. 
Ned Salter, Global Head of Investment Research, is joined by Equity Research Analyst Dominic Hayes and Head of Strategic Initiatives for Global Investment Research Fiona O'Neill.
<a href="https://omny.fm/shows/for-investment-professionals-only/trade-offs-serco-the-interview-1">Listen to the full interview with Rupert Soames here.</a>
<a href="https://www.fidelityinternational.com/editorial/podcast/trade-offs-serco-social-contracts-and-the-scrutiny-of-public-markets-edd443-en5/">Watch video clips and read bonus material from the interview here.</a>

Trade Offs | Serco: The Analysis

Lorenzo Simonellis is chief executive of one of the world's biggest oilfield services and energy technology companies, Baker Hughes. It supports traditional exploration and extraction while also developing the latest energy equipment. As such, it stands in both the 'old' and 'new' spheres of the energy sector.

Mr Simonelli talks to Fidelity International's Global Head of Investment Research Ned Salter about the pros and cons of natural gas at a time of political upheaval and the trade offs he faces while balancing energy security with emissions targets.

Listen to the analysis of this interview by Fidelity's investment team here.

Watch video clips and read bonus material from the interview here.

Lorenzo Simonellis is chief executive of one of the world's biggest oilfield services and energy technology companies, Baker Hughes. It supports traditional exploration and extraction while also developing the latest energy equipment. As such, it stands in both the 'old' and 'new' spheres of the energy sector.
Mr Simonelli talks to Fidelity International's Global Head of Investment Research Ned Salter about the pros and cons of natural gas at a time of political upheaval and the trade offs he faces while balancing energy security with emissions targets.
<a href="https://pod.fo/e/163958">Listen to the analysis of this interview by Fidelity's investment team here.</a>
<a href="https://www.fidelityinternational.com/editorial/podcast/trade-offs-bakerhughes-telling-ome-truths-about-natural-gas-7525b1-en5/">Watch video clips and read bonus material from the interview here.</a>

Trade Offs | Baker Hughes: The Interview

What can investors learn from the trade offs an energy CEO is facing and the choices he's making? Fidelity's experts go over the highlights from the interview with Baker Hughes Chief Executive Lorenzo Simonelli, providing context and investment implications.

Ned Salter, Global Head of Investment Research, is joined by Analyst and Portfolio Manager Paul Gooden and Portfolio Manager Rosanna Burcheri.

Listen to the full interview with Lorenzo Simonelli here.

Watch video clips and read bonus material from the interview here.

What can investors learn from the trade offs an energy CEO is facing and the choices he's making? Fidelity's experts go over the highlights from the interview with Baker Hughes Chief Executive Lorenzo Simonelli, providing context and investment implications.
Ned Salter, Global Head of Investment Research, is joined by Analyst and Portfolio Manager Paul Gooden and Portfolio Manager Rosanna Burcheri.
<a href="https://pod.fo/e/15fa21">Listen to the full interview with Lorenzo Simonelli here.</a>
<a href="https://www.fidelityinternational.com/editorial/podcast/trade-offs-bakerhughes-telling-ome-truths-about-natural-gas-7525b1-en5/">Watch video clips and read bonus material from the interview here.</a>

Trade Offs | Baker Hughes: The Analysis

Feeding 8 billion people with limited arable land is one of the modern world's most pressing headaches. Add to that a growing concern over the impact intensified farming practices can have on local ecosystems and biodiversity and you get a sense of the challenges facing a company like Bayer.

Founded in the mid-19th century, Bayer is one of Germany's oldest companies. Originally a pure pharmaceuticals manufacturer it diversified into crop science with the purchase of the agribusiness Monsanto in 2019. Its chief executive, Werner Baumann, has overseen that shift and with it the juggling of food security, conservation, and the welfare of farmers and consumers worldwide.

In this second instalment of Trade Offs, Mr Baumann talks to Fidelity International's Global Head of Investment Research Ned Salter about he works to align those issues and what Bayer is doing to boost crop yields while remaining environmentally and socially sustainable.

Listen to the analysis of this interview by Fidelity's investment team here.

Watch video clips and read bonus material from the interview here.

Feeding 8 billion people with limited arable land is one of the modern world's most pressing headaches. Add to that a growing concern over the impact intensified farming practices can have on local ecosystems and biodiversity and you get a sense of the challenges facing a company like Bayer.
Founded in the mid-19th century, Bayer is one of Germany's oldest companies. Originally a pure pharmaceuticals manufacturer it diversified into crop science with the purchase of the agribusiness Monsanto in 2019. Its chief executive, Werner Baumann, has overseen that shift and with it the juggling of food security, conservation, and the welfare of farmers and consumers worldwide.
In this second instalment of Trade Offs, Mr Baumann talks to Fidelity International's Global Head of Investment Research Ned Salter about he works to align those issues and what Bayer is doing to boost crop yields while remaining environmentally and socially sustainable.
<a href="https://pod.fo/e/161957">Listen to the analysis of this interview by Fidelity's investment team here.</a>
<a href="https://www.fidelityinternational.com/editorial/podcast/trade-offs-bayer-how-to-feed-8-billion-people-without-ruining-the-planet-d19004-en5/">Watch video clips and read bonus material from the interview here.</a>

Trade Offs | Bayer: The Interview

In this episode Fidelity's investment team take a closer look at some of the highlights from the interview with Bayer's chief executive Werner Baumann.

Ned Salter, Global Head of Investment Research, is joined by Equity Research Analyst Panpan Xiao and Portfolio Manager Dmitry Solomakhin.

Listen to the whole interview here.

Watch video clips and read bonus material here.

In this episode Fidelity's investment team take a closer look at some of the highlights from the interview with Bayer's chief executive Werner Baumann.
Ned Salter, Global Head of Investment Research, is joined by Equity Research Analyst Panpan Xiao and Portfolio Manager Dmitry Solomakhin.
<a href="https://pod.fo/e/161956">Listen to the whole interview here.</a>
<a href="https://www.fidelityinternational.com/editorial/podcast/trade-offs-bayer-how-to-feed-8-billion-people-without-ruining-the-planet-d19004-en5/">Watch video clips and read bonus material here.</a>

Trade Offs | Bayer: The Analysis

As chief executive of one of the world's largest financial institutions for more than a decade Brian Moynihan has led Bank of America through some tumultuous times. The shift from shareholder to stakeholder capitalism - accelerated by the Great Financial Crisis, heightening environmental challenges, and a global pandemic - has demanded careful stewardship, and all against a backdrop of increasing political upheaval. 

He talks to Fidelity International's Global Head of Investment Research Ned Salter about how he balances the needs of all stakeholders and the trade offs he faces in guiding Bank of America and the companies it works with on a credible path to sustainability.

Listen to the analysis of this interview by Fidelity's investment team here.

Watch video clips and read bonus material from the interview here.

As chief executive of one of the world's largest financial institutions for more than a decade Brian Moynihan has led Bank of America through some tumultuous times. The shift from shareholder to stakeholder capitalism - accelerated by the Great Financial Crisis, heightening environmental challenges, and a global pandemic - has demanded careful stewardship, and all against a backdrop of increasing political upheaval. 
He talks to Fidelity International's Global Head of Investment Research Ned Salter about how he balances the needs of all stakeholders and the trade offs he faces in guiding Bank of America and the companies it works with on a credible path to sustainability.
<a href="https://pod.fo/e/15fa22">Listen to the analysis of this interview by Fidelity's investment team here.</a>
<a href="https://www.fidelityinternational.com/editorial/podcast/trade-offs-bank-of-america-financing-the-transition-0abac8-en5/">Watch video clips and read bonus material from the interview here.</a>

Trade Offs | Bank of America: The Interview

In this episode Fidelity's investment team take a closer look at some of the highlights from the interview with Bank of America's chief executive Brian Moynihan.

Ned Salter, Global Head of Investment Research, is joined by Senior Cross Asset Financials Analyst Lee Sotos and Portfolio Manager Rosanna Burcheri.

Listen to the whole interview here.

Watch video clips and read bonus material here.

In this episode Fidelity's investment team take a closer look at some of the highlights from the interview with Bank of America's chief executive Brian Moynihan.
Ned Salter, Global Head of Investment Research, is joined by Senior Cross Asset Financials Analyst Lee Sotos and Portfolio Manager Rosanna Burcheri.
<a href="https://pod.fo/e/15fa21">Listen to the whole interview here</a>.
<a href="https://www.fidelityinternational.com/editorial/podcast/trade-offs-bank-of-america-financing-the-transition-0abac8-en5/">Watch video clips and read bonus material here.</a>

Trade Offs | Bank of America: The Analysis

Welcome to Trade Offs, a podcast series from Fidelity International's Fidelity Answers channel about the complex choices business leaders face to make their companies fit for a more sustainable future.

Chief executives talk to Ned Salter, Global Head of Investment Research, about the inevitable trade offs they face when deciding how to remain both profitable to shareholders and responsible to all stakeholders.

Each interview is accompanied by an analysis from Fidelity's investment team to provide broader context and investment implications.

How are these trade offs being addressed by the people in power? What do their decisions mean for the sectors in question? And why should investors be thinking about them? Subscribe and listen to find out.

Welcome to Trade Offs, a podcast series from Fidelity International's Fidelity Answers channel about the complex choices business leaders face to make their companies fit for a more sustainable future.
Chief executives talk to Ned Salter, Global Head of Investment Research, about the inevitable trade offs they face when deciding how to remain both profitable to shareholders and responsible to all stakeholders.
Each interview is accompanied by an analysis from Fidelity's investment team to provide broader context and investment implications.
How are these trade offs being addressed by the people in power? What do their decisions mean for the sectors in question? And why should investors be thinking about them? Subscribe and listen to find out.

Chief executives on how they're facing the sustainability challenge.

Fidelity Answers: The Investment Podcast

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