The Investor's Guide to Asia: Korean value and a new era of shareholder return
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 month’s podcast investigates whether that surge in confidence is really justified, what else needs to be done for it to continue, and where in the region is also making advances when it comes to shareholder returns. With additional contributions from Asia Economist Peiqian Liu, who gives us her take on China's 4th plenum, and Analyst JaeMin Shim. Hosted by Stuart Rumble and Toasha Wang. See omnystudio.com/listener for privacy information.
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Fidelity Answers: How to reimagine investing for an ageing world?
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's Global Head of Client Solutions Katie Roberts, and Portfolio Manager Julie-Ann Ashcroft. With additional contributions form Global Head of Macro Salman Ahmed. Click here for an extended interview with Salman on what older populations mean for economies and the wider world.See omnystudio.com/listener for privacy information.
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Fidelity Answers: BONUS | The economics of longevity with Salman Ahmed
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 debt and inequality, and the choices policymakers will have to make in response. See omnystudio.com/listener for privacy information.
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The Investor's Guide to Asia: Why Asia high yield is back
From Indian renewables operators to Bangkok banks, the Asia high yield market has moved on from China’s property sector problems, and annualised returns over the last three years are running in double digits. But what are the risks? Stuart Rumble and Taosha Wang talk to fund managers Tae Ho Ryu and Terrence Pang. We also hear from Fidelity Asia economist Peiqian Liu on the latest macro signals and portfolio manager Theresa Zhou on China’s stock market rally.See omnystudio.com/listener for privacy information.
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Fidelity Answers: Markets look weird, how can I build resilience in my portfolio?
Doubts over interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final months of 2025. Seb Morton-Clark and co-host Caroline Shaw assess the risks - and what we should be doing about them - with portfolio managers James Durance and Tristan Purcell. With additional contributions from real estate credit analyst Othman El Iraki. See omnystudio.com/listener for privacy information.
We bring you ideas from our investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.
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