What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets sorted out - what are the investment implications for a greener, decarbonised future?

Richard Edgar is joined by Global Macro Economist Anna Stupnytska and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss how investors can rise to the challenge.

With additional contributions from Fidelity's Global Head of Investment Research Ned Salter.

Listen to more from Ned's Trade Offs series here.

What impact will climate change have on portfolios? Should investors ready themselves for a disorderly transition to net zero? And what if it all gets sorted out - what are the investment implications for a greener, decarbonised future?
Richard Edgar is joined by Global Macro Economist Anna Stupnytska and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss how investors can rise to the challenge.
With additional contributions from Fidelity's Global Head of Investment Research Ned Salter.
Listen to more from Ned's Trade Offs series <a href="https://omny.fm/shows/for-investment-professionals-only/playlists/trade-offs">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.  

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

Rich Pickings podcast: Preparing portfolios for climate risks

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.

The Investor's Guide to Asia: Where next for China's stock market

After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for everything from the energy transition to AI infrastructure, the commodities and industrials companies essential to the process are finally enjoying a moment in the sun. In the latest episode of Fidelity Answers we talk to portfolio managers Oliver Hextall and Ashish Bhardwaj, and analyst Laura Stafford, about how the trend is likely to develop and who is benefitting.

After a decade in the doldrums, a perfect storm has driven prices of raw materials higher. In the race to mine, refine, and use them for everything from the energy transition to AI infrastructure, the commodities and industrials companies essential to the process are finally enjoying a moment in the sun. In the latest episode of Fidelity Answers we talk to portfolio managers Oliver Hextall and Ashish Bhardwaj, and analyst Laura Stafford, about how the trend is likely to develop and who is benefitting.

Rich Pickings podcast: Preparing portfolios for climate risks

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