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Fidelity Answers: The Investment PodcastA podcast about markets, economics and business from Fidelity International. Author: Fidelity International
Fidelity Answers is an investor's podcast channel from Fidelity International 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: If I’m worried about US tech then where else can I make decent returns?
Thursday, 27 November, 2025
Demand isn’t the main driver of profitability, supply is. In the latest edition, portfolio managers Fred Sykes and Tom Record look for the money left in the AI boom and places to hide if it goes wrong, while arguing investors should obsess a bit less about GDP growth and macroeconomics. Plus: analyst Srishti Sinha on the risks to a US power sector flooded with datacentre investment. See omnystudio.com/listener for privacy information.
