Fidelity Answers: The Investment Podcast

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 po ...  Afficher plus

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 ...

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 m ...  Afficher plus

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 ...  Afficher plus

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 de ...  Afficher plus