Fundamentals: The Investment Research Podcast

By: Fidelity International
  • Summary

  • Fundamentals is a show from Fidelity International that taps the brains of our analysts for on-the-ground insights from around the world about the industries and businesses you're investing in. From trends to disruptions, from political upheavals to changing regulation, how are corporates responding to the growing complexity of global business and less predictable markets? Who will be the winners and who the losers?

     

    2024 Fidelity International
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Episodes
  • Trailer: Trade Offs
    Jan 19 2023

    Tune in for a new series that gets under the bonnet of business and sustainability.

    From finance to energy to agriculture, how do business leaders balance the needs of all stakeholders and what are the trade offs they have to make in the process?

    Ned Salter, Global Head of Investment Research at Fidelity International, interviews chief executives in critical sectors about the difficult decisions they face when it comes to ESG.

    Episode One with Bank of America's Brian Moynihan coming soon to Fidelity Answers.

     

    See omnystudio.com/listener for privacy information.

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    2 mins
  • The future of... green investing: How Covid is adding fuel to the decarbonisation megatrend
    Dec 17 2020

    What impact has the Covid-19 pandemic had on climate policies, companies' approach to environmental issues, and the market for green securities? Editor in Chief Richard Edgar talks to three of Fidelity International's climate investment specialists to understand what's in store for this expanding market: portfolio managers Velislava Dimitrova and Kris Atkinson, and Global Economist Anna Stupnytska.

    See omnystudio.com/listener for privacy information.

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    47 mins
  • The future of... banking: The rescued to the rescue
    Sep 21 2020

    The Covid-19 crisis has seen a dramatic turnaround for the banking sector. Vilified for the Global Financial Crisis, banks this time have been a key part of the solution acting as essential shock absorbers for economies across the world.

    But as debts rise, rates fall, and economic growth peters out, what will it mean to be a lender in a crisis? Has the role of banks changed for good? And what could that mean for the proliferating fintech companies - and investors? Richard Edgar hears from the experts: Shanghai-based equities analyst Monica Li, and cross-asset analysts Federico Wynne and Lee Sotos.

    See omnystudio.com/listener for privacy information.

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    55 mins

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