Fidelity Answers: The Investment podcast

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Amy Schumer & Brianne Howey on the Importance of Female Friendships, Navigating Hollywood's Double Standards, Sharing Their Birth Stories, and MORE 50:05

19 days ago50:05

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50:05

This week, in what might be the funniest episode yet, Molly and Emese are joined by co-stars Amy Schumer and Brianne Howey. They get candid about motherhood, career evolution, and their new film, Kinda Pregnant —which unexpectedly led to Amy’s latest health discovery. Amy opens up about how public criticism led her to uncover her Cushing syndrome diagnosis, what it’s like to navigate comedy and Hollywood as a mom, and the importance of sharing birth stories without shame. Brianne shares how becoming a mother has shifted her perspective on work, how Ginny & Georgia ’s Georgia Miller compares to real-life parenting, and the power of female friendships in the industry. We also go behind the scenes of their new Netflix film, Kinda Pregnant —how Molly first got the script, why Amy and Brianne were drawn to the project, and what it means for women today. Plus, they reflect on their early career struggles, the moment they knew they “made it,” and how motherhood has reshaped their ambitions. From career highs to personal challenges, this episode is raw, funny, and packed with insights. Mentioned in the Episode: Kinda Pregnant Ginny & Georgia Meerkat 30 Rock Last Comic Standing Charlie Sheen Roast Inside Amy Schumer Amy Schumer on the Howard Stern Show Trainwreck Life & Beth Expecting Amy 45RPM Clothing Brand A Sony Music Entertainment production. Find more great podcasts from Sony Music Entertainment at sonymusic.com/podcasts and follow us at @sonypodcasts To bring your brand to life in this podcast, email podcastadsales@sonymusic.com Learn more about your ad choices. Visit podcastchoices.com/adchoices…

Fidelity Answers: The Investment Podcast

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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?

111 episod

#Business News #News #Trading #Business #Fidelity Internationals

Fidelity Answers: The Investment Podcast

50 subscribers

updated 27 days ago

Kongsi

Laman utama siri•Feed

111 episod

#Business News #News #Trading #Business #Fidelity Internationals

Semua episod

1
Trump, China, AI: Hear what over a hundred of our analysts have to say 27:33

27 days ago27:33

27:33

What do thousands of company meetings tell investors about the state of the world in 2025? What do leadership teams think about the impact of a new US administration? Where can investors seek value in China? And how are companies embracing AI? Fidelity International’s annual Analyst Survey answers these questions and more. Ben Moshinsky is joined by Co-Chief Investment Officer Niamh Brodie-Machura, and analysts Evan Delaney, Alex Dong and Emma Newey Clark to dig through the results. You can read Fidelity International's 2025 Analyst Survey in full on your local Fidelity website or here . See omnystudio.com/listener for privacy information.…

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The Investor's Guide to China: The bull vs bear debate (#35) 36:48

10 weeks ago36:48

36:48

As we wrap up 2024, investors remain divided on the future of the Chinese stock market. Bullish investors are betting on policy support to spark a rebound, while the sceptics see structural challenges capping gains in equities. Who is right? Is China a treasure trove or a value trap? What more can policymakers do to restore confidence? And how should stock pickers adapt to an evolving Chinese economy? In this special episode, Marty Dropkin , Head of Equities, Asia Pacific, investigates both sides of this debate with the help of two veteran portfolio managers at Fidelity International: Dale Nicholls , who plays China bull, and Nick Price , who presents the bear case. With an additional contribution from Asia Economist Peiqian Liu . READ Read a summary of this episode here . See omnystudio.com/listener for privacy information.…

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Outlook 2025: The divergence dividend 38:35

12 weeks ago38:35

38:35

If 2024 was the year of elections, 2025 is the year when all of those decisions come home to roost. As the world’s major economies take increasingly divergent paths in search of growth - where should investors be looking for opportunities? Carsten Roemheld, Capital Markets Strategist at Fidelity, is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Rosanna Burcheri, an equities Portfolio Manager, and Marty Dropkin, Head of Equities for Asia Pacific, to discuss this and how they are positioning for the year ahead. You can read Fidelity International's 2025 Outlook in full here . See omnystudio.com/listener for privacy information.…

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The Investor's Guide to China: Chinese e-commerce goes global (#34) 31:56

17 weeks ago31:56

31:56

Did you know that America's most popular free iPhone app last year and the world's favourite fast fashion brand the year before were both created by Chinese companies? The rise of online shopping platforms like Temu and Shein are evidence that China is no longer just selling goods to the rest of the world, but exporting entire e-commerce business models. In this episode, Marty Dropkin , Head of Equities, Asia Pacific, is joined by portfolio manager Hyomi Jie and investment analyst Sherry Qin to discuss the origin of Chinese e-commerce platforms and follow their journey across the world. With additional contributions from investment analyst Elroy Ng. See omnystudio.com/listener for privacy information.…

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Fidelity Answers: How to invest in the energy transition 32:40

22 weeks ago32:40

32:40

When it comes to decarbonising the world - the scale of the challenge can feel overwhelming. It’s going to need astronomical levels of capital, a reconfiguration of markets, and radical regulation. And it needs to happen fast. If you’re an investor trying to align portfolios with climate pathways as well as capture all of the opportunities that are out there related to the energy transition - it's a lot to think about. In this edition of Fidelity Answers, Katie Constance, Head of Sustainability for European distribution, is joined by Gabriel Wilson-Otto, Head of Sustainable Investing Strategy, and Portfolio Managers Kris Atkinson and James Richards to discuss the practical steps investors can take, where the risks lie, and importantly where to look for those opportunities. With additional contributions from Adrian Benedict and Nina Flitman. You can read our practitioners guide in full here , or on your local Fidelity website. See omnystudio.com/listener for privacy information.…

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The Investor’s Guide to China: Dealing with China's debt (#33) 30:19

23 weeks ago30:19

30:19

China has come out with a string of policies that are targeted to reinvigorate economic growth. Some of the policies are adding leverage to the government’s balance sheet. A question that investors are asking is: how much more will China realistically spend to stimulate the economy? So far, these policies have focused on shoring up demand - unlike after the financial crisis, when China spent trillions of renminbi to expand supply. That is an importance difference because it implies policymakers remain disciplined in the way they choose to manage debt. Marty Dropkin , Head of Equities, Asia Pacific, asks Fidelity International’s Director of Research for Fixed Income, Asia Pacific, Bich Nguyen , and Fixed Income Portfolio Manager, Tae Ho Ryu , about how investors should approach the issue. With an additional contribution from Portfolio Manager Olivia He . This episode was recorded on September 12th, 2024, before the most recent policy measures were announced. READ Read a summary of this episode here . Read our analysis on how China keeps its debt in order here . For a more in-depth take on China’s bond market, listen to the previous podcast episode on the renminbi here . See omnystudio.com/listener for privacy information.…

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The Investor’s Guide to China: Asia's bright spots (#32) 29:21

30 weeks ago29:21

29:21

In this bonus episode, we're hearing about three investment ideas that are exciting Fidelity’s Asia portfolio managers and how they play into the megatrends of artificial intelligence, the energy transition, and shifting supply chains. Marty Dropkin , Head of Equities, Asia Pacific, is joined by Monica Li , Fidelity International’s Director of Research for China. With additional contributions from three of the company’s portfolio managers who have recently returned from a research trip in China: Dale Nicholls , Taosha Wang , and Madeleine Kuang . READ To read more on the three megatrends discussed in this podcast, please visit fidelityinternational.com Marty and Monica also discussed the Third Plenum - an important economic policy meeting that took place recently. For our analysis on that, read this article here . For a more in-depth take on China’s currency and interest rates, listen to the previous podcast episode on the renminbi here. See omnystudio.com/listener for privacy information.…

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Fidelity Answers: Deconstructing active ETFs 36:22

32 weeks ago36:22

36:22

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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The Investor’s Guide to China: The renminbi effect (#31) 25:22

33 weeks ago25:22

25:22

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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The Investor's Guide to China: Healthcare (#30) 33:50

38 weeks ago33:50

33:50

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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Rich Pickings: The long-term themes challenging investors 41:35

44 weeks ago41:35

41:35

What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and Caroline Shaw to discuss long-term trends and how investors are grappling with them. With additional contributions from Global Co-CIO Andrew McCaffery. See omnystudio.com/listener for privacy information.…

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The Investor's Guide to China: Shareholder return (#29) 30:59

45 weeks ago30:59

30:59

The story of China's economy and stock market has long been one of rapid growth. But as policymakers pivot to focus on the quality - instead of the velocity - of growth, investors are turning their attention to something more long-lasting: shareholder returns. Dividends and buybacks are moving up the agenda of regulators and companies in China, generating interest for investors across the market, even in sectors of the so-called ‘old’ economy. In this episode, Catherine Yeung , Investment Director, and Marty Dropkin , Head of Equities for Asia Pacific, are joined by two of Fidelity International’s portfolio managers: Lynda Zhou and Dale Nicholls . Together, they explore a change in the mindset of Chinese management teams, which industries are most prepared to ramp up payouts for their shareholders, and the role of regulators and investors in the process. With additional contributions from Shanghai-based analyst Bunny Huang and Singapore-based Portfolio Manager Jochen Breuer . Read To read more on the rise of dividends in Asia, please visit fidelityinternational.com to find Lynda and Jochen’s recent article or click the following link: https://www.fidelityinternational.com/editorial/article/asian-stocks-enter-the-dividend-age-b65424-en5/ See omnystudio.com/listener for privacy information.…

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The Investor's Guide to China: Cities and migration (#28) 33:19

51 weeks ago33:19

33:19

Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implications for the Chinese economy, consumption trends, and where investors should be looking. In this episode, Catherine Yeung , Investment Director, and Marty Dropkin , Head of Equities, Asia Pacific, take you across China through the lens of Fidelity International’s Asia Economist, Peiqian Liu , and Jarlon Tsang , Managing Partner and Head of China at the venture capital firm Eight Roads, Fidelity’s sister company. What role do migrants play in the past, present, and future development of the Chinese economy? Which Chinese provinces and cities could be home to the next unicorn? What do emerging migration patterns mean for China's cities and their businesses? And what does all of it mean for property markets? With additional contributions from Portfolio Manager Hyomi Jie and Shanghai-based analysts Eric Zhu and Fiona Shou . Read more at fidelityinternational.com See omnystudio.com/listener for privacy information.…

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Rich Pickings: Asia and Latin America are reshaping the world for investors 39:40

1 year ago39:40

39:40

Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu, and Senior Sovereign Analyst Andressa Tezine to discuss whether they're being overlooked by investors. And, as interest rates pivot and pirouette around the world, where income seekers can find harbour. With additional contributions from Fidelity's Global Macro Economist Anna Stupnytska. You can read more analysis from Peiqian Liu here , and you can hear more insights on our sister podcast The Investor's Guide to China here. See omnystudio.com/listener for privacy information.…

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The Investor's Guide to China: China's bond market (#27) 29:59

1 year ago29:59

29:59

In this episode, Catherine Yeung , Investment Director, and Marty Dropkin , Head of Equities, Asia Pacific, tackle a topic that often flies under the radar, but could in fact hold great potential for investors: China’s bond market. Investors focused on the stock market, and the challenges Chinese property developers are facing, have often overlooked China’s bonds, which have boasted some of the best returns over the past few years. Hong Kong-based Head of Asian Fixed Income, Lei Zhu , and Fixed Income Portfolio Manager, Alvin Cheng , from our independently run mutual fund business in China, join Catherine and Marty to discuss why the same economic narrative about China is playing out so differently in equities and bonds, and where investors should start their search for opportunities in this vast market. With additional contributions from Singapore-based Multi-Asset Portfolio Manager George Efstathopoulos and Shanghai-based Senior Credit Analyst Crystal Cui . Read more at fidelityinternational.com See omnystudio.com/listener for privacy information.…

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