The Investor's Guide to Asia

Two months of global volatility have halted a bullish run for Tokyo stock markets. But after decades marked by deflation, weak nominal growth, and relatively poor corporate profitability, Japan’s investment landscape has changed. In this episode of the podcast, Amit Moudgil asks portfolio managers Min Zeng and George Efstathopoulos, with help from economist Peiqian Liu, to dig through the forces behind that change and where they see opportunities for investors from here. See omnystudio.com/listener for privacy information.

Have the past few years just been a blip or is it possible to deliver the sort of returns the AI boom has provided on a longer-term basis? In this bonus episode of the podcast leading US portfolio manager Mark Schmehl talks to Seb Morton-Clark about the longer-term methods that have delivered for him, maximising returns from changing businesses, and where he's looking now in the search for more. See omnystudio.com/listener for privacy information.

With markets entering a less certain phase, defensive strategies are coming to the fore. But how do you construct resilience without missing out on the rally? Multi-asset portfolio managers Mario Baronci and Pranav Aggarwal tell Seb Morton-Clark what they're buying now to secure capital against radically contrasting future scenarios. See omnystudio.com/listener for privacy information.

In the latest episode of The Investors’ Guide to Asia, portfolio managers Joseph Zhang and Terence Tsai tell Amit Moudgil that the AI boom in China, Taiwan and Korea - and elsewhere - has much further to run, even if some elements look more stretched than a year ago. Plus Asia Economist Peiqian Liu on Asia's fiscal response to the Iran oil shock.  See omnystudio.com/listener for privacy information.

Worries about public debt have come back to haunt markets, along with a new stream of issuance from the tech companies spending billions on AI. Yet with yields higher than they've been in years, at some point they should appeal to investors who want stable solid returns. Seb Morton-Clark asks fixed income portfolio managers James Durance and Tim Foster how much longer we should fear the longer end of the bond curve. With contributions from Fidelity International's Global Head of Macro and Strategic Asset Allocation Salman Ahmed and Analyst Sukhy Kaur.Credits Producers: Patrick Graham, Holli Eastman, Rachel Reed Studio: Adam Sheldrake, Pete Rees Editor: Connor BaillieSee omnystudio.com/listener for privacy information.

Is something big happening in debt markets? Seb Morton-Clark talks to Fidelity International's Global Head of Macro and Strategic Asset Allocation Salman Ahmed about the future of government debt burdens and how they might be paid off.Credits Producers: Patrick Graham, Holli Eastman, Rachel Reed Studio: Adam Sheldrake, Pete Rees Editor: Connor BaillieSee omnystudio.com/listener for privacy information.

Will AI lead to mass layoffs? Are the costs already getting too much for companies? And are the billions of investment already starting to come good? Fresh from a visit to Silicon Valley, US equities portfolio manager Sam Thomas and tech analyst Jonathan Tseng answer these questions and more, with the help of new Fidelity analyst survey data and a macro study that predicts gains in growth. With additional contributions from multi asset analyst Kitty Yang and economist Edoardo Cilla. See omnystudio.com/listener for privacy information.

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.

Asia has proven more resilient than expected to the Middle East oil market shock, but energy security and the AI capex cycle are reshaping the region into a more fragmented investment landscape, fund managers George Efstathopoulos and Terrence Pang tell Stuart Rumble in the latest episode.See omnystudio.com/listener for privacy information.

With inflation expectations soaring, and fixed income yields rising with them, what safe havens does the bond market offer for capital in an environment of higher prices and geopolitical shocks? Seb Morton-Clark hears from two of Fidelity's fixed income portfolio managers - Ravin Seeneevassen and Tim Foster - about why they think markets are under-appreciating the risks and how inflation-linked bonds can help.See omnystudio.com/listener for privacy information.