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The Investor's Guide to AsiaAuthor: Fidelity International
We bring you ideas from Fidelity International's investment experts across the Asia Pacific region, helping you chart your path through these vibrant markets. With regular macro and market insights on China.Also published on this feed is Fidelity Answers, the investment podcast where we put the questions investors are asking to our portfolio managers and analysts. Looking for invaluable sector views, market commentary, and the best investment thinking? Then this is the place for you. Language: en-us Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Fidelity Answers: Where should I look if I need to play defence?
Monday, 29 June, 2026
With AI soaking up the lion's share of investor attention (and capital), opportunities are appearing in other parts of the market to pick up quality assets at relatively attractive valuations. Seb Morton-Clark talks to Portfolio Managers Tristan Purcell and Alex Laing, and Director of Research for Fixed Income Rebecca Motta about the options for adding to defensive positions in case the near-term future proves less ebullient than the recent past. With additional contributions from healthcare analyst Emma Newey Clark.See omnystudio.com/listener for privacy information.
