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Sebastian Morton-Clark - Producer

Podcast 43 min listen

July's Rich Pickings podcast: Beware the consensus - what the US election means for investors

"There are more similarities between Trump and Biden than people realise," says Portfolio Manager Aditya Khowala in this month's Rich Pickings.

Richard Edgar + 8 others | 29 July 2020

Podcast 36 min listen

The future of energy podcast: the 1.5 trillion dollar question

"I do think that [the pandemic], for the power industry, is going to make it have a more green generation mix," says analyst Christine Miyagishima.

Richard Edgar + 5 others | 7 July 2020

Podcast 46 min listen

June's Rich Pickings podcast: Know your enemy

"The anaesthetist has shown up to give morphine [to the global economy] but the doctor's still not shown up to do surgery," says Portfolio Manager Amit Lodha.

Richard Edgar + 5 others | 26 June 2020

Podcast 39 min listen

Podcast: The future of... connectivity

"After this, I don't think any law-maker will disagree that telecom connectivity is as important as any other utility," says portfolio manager Sumant Wahi.

Sumant Wahi + 4 others | 15 June 2020

Podcast 41 min listen

The Investor's Guide to China podcast: Technology and innovation

"Artificial intelligence and specifically deep learning is where China is going to be the leader," says Senior Technology Analyst Johnny Tseng.

Paras Anand + 7 others | 22 May 2020

Podcast 39 min listen

Podcast: The future of... retail and real estate: liquidity, liquidity, liquidity

As the pandemic changes consumer behaviour - perhaps permanently - we look at what the future of retail and its associated real estate could look like.

Sebastian Morton-Clark + 1 other | 15 May 2020

Podcast 32 min listen

Podcast: Positioning for a post-pandemic world

"We're going to be in an environment with a much more purpose-driven corporate sector," says Chief Investment Officer for Asia Pacific Paras Anand.

Sebastian Morton-Clark + 1 other | 3 April 2020

Podcast 25 min listen

Fidelity CIO Podcast: Finding value and income

Opportunities for value and income as volatility lessens.

Andrew McCaffery + 2 others | 3 April 2020

Podcast 23 min listen

March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets

March's Rich Pickings podcasts: CIOs and portfolio managers on navigating stormy markets

Richard Edgar + 1 other | 13 March 2020

Video 4 min watch

Ask the Analysts: How are your companies dealing with Coronavirus?

As the business impact of Coronavirus grows, Fidelity analysts describe the level of preparedness that they are observing amongst their companies.

Sebastian Morton-Clark | 9 March 2020

Podcast 31 min listen

Fundamentals podcast: Tesla, VW, and the big electric bet

As Tesla and Volkswagen make big pushes to bring electric vehicles to the mass market we ask whether 2020 is the year EVs finally put their foot to the floor.

Benjamin Moshinsky + 4 others | 5 March 2020

Podcast 38 min listen

February's Rich Pickings podcast: Coronavirus - the view from China

"Unorthodox policy may have to meet an unorthodox situation," says head of fixed income in Asia, Bryan Collins, in this month's Rich Pickings.

Richard Edgar + 4 others | 27 February 2020

Podcast 28 min listen

The Investor's Guide to China podcast: Environment

Fidelity's China and sustainability experts put the country's environmental record and ambitions under the investment lens.

Paras Anand + 3 others | 18 February 2020

Podcast 29 min listen

Analyst Survey 2020 podcast: The findings discussed

Hear our experts dissect the findings of Fidelity's annual Analyst Survey and the forecasts of more than 150 analysts across the world.

Richard Edgar + 4 others | 13 February 2020

Podcast 28 min listen

January's Rich Pickings podcast: Counting the cost of a pandemic

"I think concern is right, I'd avoid hysteria; we need to ground ourselves in the data," says Director of Equities Terry Raven in this month's Rich Pickings.

Sebastian Morton-Clark + 1 other | 3 February 2020

Podcast 31 min listen

Fundamentals podcast: The battle for 5G (and what else we learned in Silicon Valley)

Fresh from Silicon Valley, Fidelity International reveals what 5G technology promises and why it's become a battleground of national importance

Sebastian Morton-Clark + 3 others | 16 December 2019

Podcast 27 min listen

December's Rich Pickings podcast: Politics and the portfolio

"We need to be very careful to understand the impact of politics on companies," says portfolio manager Amit Lodha in this month's Rich Pickings.

Sebastian Morton-Clark + 1 other | 16 December 2019

Podcast 38 min listen

November's Rich Pickings podcast: Outlook 2020 special

This month, Rich Pickings gathers Fidelity's Chief Investment Officers to ask them what investors should be watching for in 2020.

Sebastian Morton-Clark + 2 others | 14 November 2019

Podcast 27 min listen

October's Rich Pickings podcast: Central banks 'running out of road'

"Regions which have been beaten down could see some positive momentum," says Lead Cross-Asset Strategist Wen-Wen Lindroth in October's Rich Pickings.

Richard Edgar + 1 other | 31 October 2019

The Investor's Guide to China podcast: Corporate governance

The Investor's Guide to China podcast: Corporate governance

Paras Anand + 3 others | 24 October 2019

Podcast 35 min listen

September's Rich Pickings podcast: The question of corporate profits

"Profits growth has been more anaemic than the market thinks. I find that troubling," says portfolio manager Bill McQuaker in this month's Rich Pickings.

Richard Edgar + 1 other | 30 September 2019

Podcast 31 min listen

The Investor's Guide to China: Stock picking

China's businesses operate in a unique environment and understanding that matrix is imperative to those hoping to identify the best companies for investment.

Sebastian Morton-Clark + 3 others | 16 September 2019

Podcast 30 min listen

Fundamentals podcast: Consumer staples and the risky business of defensive stocks

Fidelity's investment research podcast questions the defensiveness of the consumer staples sector after a decade of cheap debt has transformed balance sheets.

Richard Edgar + 1 other | 25 July 2019

Podcast 28 min listen

July's Rich Pickings podcast: The spectre of inflation

"A return to inflation worries me ... both sides of a balanced portfolio are going to get hurt," says David Buckle in this month's Rich Pickings.

Richard Edgar + 1 other | 24 July 2019

Podcast 32 min listen

Podcast: How to manage a portfolio for income

Three portfolio managers with a a focus on income strategies in different asset classes discuss how they go about building for income in uncertain times.

Richard Edgar + 4 others | 4 July 2019

Podcast 29 min listen

June's Rich Pickings podcast: Trade tensions - the damage

"There are clear binary downside risks that could be quite big given valuations,” says CIO of Multi Asset James Bateman in this month's Rich Pickings.

Richard Edgar + 1 other | 14 June 2019

Podcast 28 min listen

May's Rich Pickings podcast: Recession retreat

"There are tentative signs of stabilisation but it's too early to call that the green shoots," says Fidelity's Anna Stupnytska in this month's Rich Pickings.

Richard Edgar + 1 other | 15 May 2019

Video 4 min watch

Portfolio Manager Vincent Durel on his corporate engagement

Why Sustainable Investment considerations and corporate engagement have become fundamental to the investment process.

Vincent Durel + 1 other | 15 April 2019

Podcast 29 min listen

April's Rich Pickings podcast: Arrivederci euro?

"The markets are yet to catch up with reality," says Head of Global Macro Economics and Investment Strategy, Anna Stupnytska.

Richard Edgar + 5 others | 10 April 2019

Podcast 25 min listen

Podcast: Fidelity Analyst Survey 2019

Fidelity's heads of research go in-depth on the findings from this year's Fidelity Analyst Survey.

Richard Edgar + 3 others | 22 February 2019

Video 7 min watch

Analyst Survey 2019: The key findings explained

Fidelity's heads of research evaluate the data from this year's Analyst Survey and show what the findings tell us about the year ahead.

Michael Sayers + 3 others | 22 February 2019

Bull and bear cases for China in 2029

Fidelity analysts give bull and bear cases for consumption, financial, and property sectors in China in 2029

Eva Tam + 1 other | 17 January 2019

Podcast 28 min listen

January's Rich Pickings: Managers become buoyant despite dismal data

"Everyone always underestimates the resilience of the US economy," says Chief Investment Officer of Multi Asset James Bateman.

Richard Edgar + 1 other | 16 January 2019

Podcast 26 min listen

Podcast: The world in 2029

What could global markets look like in 2029? How will the way we invest change in the future? And why shifts in social norms might affect our approaches.

Richard Edgar + 1 other | 11 January 2019

Podcast 27 min listen

December's Rich Pickings podcast: Christmas Special - risk on

"Being neutral just doesn't feel active enough to take advantage of the opportunities,” says CIO of Multi Asset James Bateman in this month's Rich Pickings.

Richard Edgar + 1 other | 9 January 2019

Podcast 21 min listen

Fundamentals podcast: China and the impending smartphone revolution

Fundamentals, Fidelity's investment research podcast, unboxes the next smartphone revolution and discovers why China will be leading the charge.

Neil Gough + 1 other | 8 January 2019

Podcast 22 min listen

Fundamentals podcast: Shipping and the new law that could stem the global economy

Fidelity's investment research podcast, looks at regulation designed to clamp down on shipping emissions and its potential unintended consequences.

Richard Edgar + 1 other | 8 January 2019

Podcast 21 min listen

November's Rich Pickings podcast: Why Brexit matters (and why it doesn't)

“Markets are underestimating the case for a no deal,” says Markets Analyst Charlotte Harington in this month’s Rich Pickings.

Richard Edgar + 1 other | 23 November 2018

Podcast 28 min listen

Podcast: How to survive the demographics revolution

Significant shifts are underway in the pattern of global populations. What do these changes mean for societies, companies, individuals, and investors?

Richard Edgar + 1 other | 29 October 2018

Podcast 40 min listen

Podcast: New markets, old rules - time to rethink

As the end of the cycle approaches what can stop investors running for the hills? Fidelity experts consider the wisest ways to position for a market shift.

James Bateman + 4 others | 25 September 2018

Podcast 25 min listen

July's Rich Pickings podcast: Grit in the system risks unravelling of global economy

Fidelity's Asset Allocation Group meet to discuss their positioning this month, hard-to-read market sentiment, and the growing seriousness of a trade war.

Bill McQuaker + 4 others | 16 July 2018

Podcast 27 min listen

Podcast: Why should I reconsider my allocation to Asia?

Could you be overlooking investment opportunities in Asia? Fidelity's experts discuss the best way to gain exposure to the region.

Richard Edgar + 3 others | 6 July 2018

Podcast 29 min listen

Has passive peaked?

Passive investing has undergone stellar growth but as monetary policies and market dynamics shift could we be seeing the 'peak' of the passive bull run?

Richard Edgar + 5 others | 4 June 2018

Video 6 min watch

What is and what isn't ESG: the investors' definition

Investment chiefs from Denmark, Italy and Japan on how they define what is - and what isn't - ESG, and how it informs their approach to investing.

Sebastian Morton-Clark | 5 April 2018

Podcast 18 min listen

Inside the investment process: ESG at every step

How investors considered ESG in the case of an investment in ChemChina, the Chinese state-owned chemical giant.

Richard Edgar + 2 others | 5 April 2018

Podcast 14 min listen

Analysts lift the lid on their sectors’ optimism

Experts from consumer industries, industrials and IT explain why we're seeing the sunniest Analyst Survey in years.

Richard Edgar + 1 other | 21 February 2018

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