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Sebastian Morton-Clark

Sebastian Morton-Clark - Executive Producer

Podcast 16 min listen

Fed hike: What you're missing from the inflation narrative

Fidelity's Chief Investment Officer for Fixed Income Steve Ellis shares his views on the unexpected consequences of the Federal Reserve's rate hike cycle.

Steve Ellis + 3 others | 23 September 2022

Podcast 47 min listen

The Investor's Guide to China podcast: Engaging with companies in China

To many outsiders, Chinese equity investing might conjure up images of a huge momentum-fuelled market where investors revel in speculation.

Catherine Yeung + 9 others | 14 August 2022

Podcast 18 min listen

CIO podcast: Preparing portfolios for a hard landing

Fidelity's Global Chief Investment Officer Andrew McCaffery speaks to Richard Edgar about economic headwinds and preparing portfolios for a hard landing.

Richard Edgar + 2 others | 25 July 2022

Podcast 33 min listen

The Investor's Guide to China podcast: Common Prosperity

The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.

Catherine Yeung + 7 others | 7 June 2022

Podcast 34 min listen

The Investor's Guide to China podcast: Supply Chains

Now over two years into this pandemic and the world is still battling some serious supply chain disruptions.

Catherine Yeung + 8 others | 28 April 2022

Podcast 17 min listen

CIO podcast: The Asia perspective

Fidelity International's Global CIO Andrew McCaffery discusses his recent trip to Asia and the latest market developments.

Andrew McCaffery + 2 others | 4 April 2022

Podcast 44 min listen

The Investor's Guide to China podcast: Debt

With debt continuing to be a very strong focus for investors, it’s important to differentiate between good debt and bad debt.

Catherine Yeung + 8 others | 21 March 2022

Podcast 15 min listen

CIO podcast: allocating for stagflation and geopolitical turmoil

"We continue to look to China, to Asia, to Japan for opportunities relative to the US and Europe, because we cannot ignore the recessionary risks."

Andrew McCaffery + 2 others | 13 March 2022

Podcast 43 min listen

The Investor's Guide to China podcast: Demographics

China’s labour pool is shrinking as the population ages. How people save and invest signals challenges and opportunities for China’s pension system.

Paras Anand + 10 others | 23 November 2021

Podcast 55 min listen

Rich Pickings podcast: Catch 2022 - what's in store for the year ahead

"I don't think central banks are going to have the capacity to raise interest rates to the extent that's [being] priced in," says Fixed Income CIO Steve Ellis.

Richard Edgar + 5 others | 19 November 2021

Podcast 46 min listen

Rich Pickings podcast: Practical (and green) investing for the climate transition

"The solutions exist today to get us 80 per cent of the way to net zero," says portfolio manager Cornelia Furse in this latest episode of Rich Pickings.

Richard Edgar + 4 others | 5 November 2021

In the weeds with one of the world’s largest pulp producers

See how Fidelity's engagement with Suzano developed and what's happening on the ground.

Kris Atkinson + 4 others | 5 November 2021

Podcast 13 min listen

Fidelity's CIO calls for clarity at COP

Ahead of COP26, Fidelity’s chief investment officer Andrew McCaffery talks to Richard Edgar about the challenges facing politicians.

Andrew McCaffery + 2 others | 21 October 2021

Podcast 42 min listen

Rich Pickings podcast: The uncomfortable trade

A reckoning in China, a debt ceiling in the US, soaring energy prices in Europe: we gather the experts to help make sense of it all.

Richard Edgar + 3 others | 5 October 2021

Podcast 40 min listen

Rich Pickings podcast: Ready, steady, pitch! Analysts on their most exciting investment trends

"What is fascinating is the speed of innovation," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.

Aditya Khowala + 6 others | 30 July 2021

Podcast 35 min listen

The Investor's Guide to China podcast: China in the world

"Xi Jingping completely changed the mould," says Louis-Vincent Gave, CEO and Founder of Gavekal.

Paras Anand + 3 others | 8 July 2021

Podcast 48 min listen

June's Rich Pickings podcast: Where next for inflation

"The market will wonder: is The Fed talking more aggressively but actually still way behind the curve?" says CIO Andrew McCaffery in June's Rich Pickings.

Richard Edgar + 6 others | 25 June 2021

Podcast 38 min listen

Key findings of Fidelity's ESG Analyst Survey explained

An audio digest with context and analysis of the results.

Sebastian Morton-Clark + 4 others | 14 June 2021

Video 4 min watch

Analysts tell the stories behind the ESG Survey data

Three of Fidelity's analysts show how the numbers reveal the headlines of the ESG survey.

Sebastian Morton-Clark + 3 others | 14 June 2021

Video 7 min watch

On the ground with China's ZTO logistics fleet

Fidelity analysts and portfolio managers engage with China's leading logistics company on the ground in Shanghai.

Terence Tsai + 4 others | 27 May 2021

Podcast 39 min listen

Rich Pickings podcast: The real workhorse of Asia Pacific

"Emerging growth versus value orientation and corporate governance changes makes for a really attractive region," says portfolio manager Dale Nicholls.

Richard Edgar + 4 others | 13 May 2021

Podcast 39 min listen

March's Rich Pickings podcast: The Testing of The Fed and other tales of central bank credibility

"Maintaining the debt is an important part of central banks' objectives even if they don't openly talk about it," says head of global macro Salman Ahmed.

Richard Edgar + 4 others | 6 April 2021

Podcast 51 min listen

November's Rich Pickings: Outlook 2021

Fidelity's chief investment officers discuss the paths they're taking in the year ahead.

Richard Edgar + 5 others | 27 November 2020

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