Fidelity Answers: The Investment Podcast  Por  arte de portada

Fidelity Answers: The Investment Podcast

De: Fidelity International
  • Resumen

  • Fidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking.

    As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on-the-ground experts; and 'Fundamentals', a series where the analysts discuss the implications of their latest research, from 5G technology to the plight of the Orangutan.

    ***If you enjoy Fidelity Answers then whey not listen to our other show, 'Rich Pickings: Fidelity's Asset Allocation Podcast', where each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato?

    2024 Fidelity International
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Episodios
  • Fidelity Answers: Deconstructing active ETFs
    Jul 23 2024

    Growing numbers of investors are turning to active ETFs. What’s behind this boom, and what role can they play in portfolios? Ben Moshinsky is joined by Stefan Kuhn, Fidelity International’s Head of ETF Distribution for Europe, Caroline Shaw, multi asset Portfolio Manager, and Andrew Craswell, Head of Client Relationship Management at Brown Brothers Harriman to discuss what makes an active ETF active, and how they’re reshaping the investment landscape.

    With additional contributions from Portfolio Manager Ilia Chelomianski.

    See omnystudio.com/listener for privacy information.

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    36 m
  • The Investor’s Guide to China: The renminbi effect (#31)
    Jul 12 2024

    In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost almost 10 per cent against the US dollar in the last 18 months.

    Is this a result of economic weakness in China or just another chapter in the strong dollar story? How is the renminbi performing against other currencies like the Japanese yen? Is currency weakness a cyclical challenge for the country or a structural trend? And what should investors do about it?

    To help answer these questions, Marty Dropkin, Head of Equities, Asia Pacific, is joined by Asia Economist, Peiqian Liu, and Fixed Income Portfolio Manager, Belinda Liao.

    With additional contributions from Portfolio Manager Casey McLean.

    To read more on the renminbi, please visit fidelityinternational.com

    To read Belinda’s article on hedging, click here.

    To listen to the previous podcast episode on ‘Japanification’, click here.

    See omnystudio.com/listener for privacy information.

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    25 m
  • The Investor's Guide to China: Healthcare (#30)
    Jun 7 2024

    Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older.

    But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink their approach to the sector? Or should they double down for the growth opportunity at current valuations?

    To help answer these questions, Marty Dropkin, Head of Equities, Asia Pacific, is joined by two of Fidelity International’s portfolio managers who invest in Chinese healthcare: Hyomi Jie and Tina Tian.

    With additional contributions from healthcare analysts Duanting Zhai and Lizheng Zhu.

    They also talked about Hyomi and Duanting’s recent article on medical device makers in China. To read that article and find out more about China’s healthcare sector, please visit fidelityinternational.com or click the following link: https://www.fidelityinternational.com/editorial/article/will-an-older-china-unleash-the-potential-for-homegrown-medical-tech-84e45f-en5/

    See omnystudio.com/listener for privacy information.

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    34 m

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