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>

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

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.

Trade Offs

Trade Offs | Bayer: The Analysis

External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor’s Guide to Asia, Fidelity International Investment Director Nitin Mathur discusses the chances of a turnaround in 2026 and why we should focus more on India’s long-term growth story.

With Stuart Rumble and Toasha Wang. Additional contributions from Portfolio Manager Terence Tsai and Asia Economist Peiqian Liu.

External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor&rsquo;s Guide to Asia, Fidelity International Investment Director Nitin Mathur discusses the chances of a turnaround in 2026 and why we should focus more on India&rsquo;s long-term growth story.
With Stuart Rumble and Toasha Wang. Additional contributions from Portfolio Manager Terence Tsai and Asia Economist Peiqian Liu.

The Investors Guide to Asia: Is 2026 the year for India?

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;

Trade Offs | Bayer: The Analysis

In 2 playlist(s)

Fidelity Answers: The Investment Podcast

Social links

Follow podcast

Recent clips