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Best Value Invest Asia podcasts we could find (updated May 2020)
Best Value Invest Asia podcasts we could find
Updated May 2020
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Fidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking. As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on- ...
 
Welcome to Fidelity International's monthly asset allocation podcast hosted by Richard Edgar, Editor in Chief. Each month we dive into the latest market trends with Fidelity's asset allocation group, asking them how they're positioned and why. What will the portfolio managers reveal about their investment strategies? What are the team's hot cakes this month? And what would they drop like a hot potato? If you enjoy Rich Pickings then be sure to try our other podcast, 'Fidelity Answers'. From ...
 
The Bid breaks down what’s happening in the markets and explores the forces that are changing investing. Hear thought leaders from and outside of BlackRock discuss the trends shaping society and why they matter. Privacy policy: https://www.blackrock.com/corporate/compliance/privacy-policy This material is for informational purposes and is prepared by BlackRock, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation t ...
 
The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
 
Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded from 2018 to 2020. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identi ...
 
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show series
 
The COVID-19 pandemic has exacerbated and accelerated many of the geopolitical trends already underway. On this episode of The Bid, Tom Donilon, Chairman of the BlackRock Investment Institute and former U.S. National Security Advisor, discusses four trends he’s watching – a coming storm for emerging markets, a worsening outlook for U.S.-China relat…
 
The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering the opportunities and avoiding the pit…
 
In this month’s Rich Pickings we hear why inflation is likely to be some way off, how portfolios are being adjusted as the old rules are torn up, and why past experience means recovery policies could look very different this time. Joining Editor in Chief Richard Edgar is Global Economist Anna Stupnytska; Portfolio Manager and Head of Multi Asset In…
 
The latest survey of almost 150 analysts shows the first signs of dispersion in expectations for sectors. We look at which are likely to do better during the Covid crisis and why. Plus, new ESG-focused questions reveal how social issues are moving up the agenda at almost all companies. Richard Edgar, Editor in Chief, talks to Marty Dropkin, Global …
 
The coronavirus has spread to more than 180 countries. As the virus has progressed worldwide, what lessons can we learn from how different regions have navigated the pandemic? On this episode of The Bid, four of BlackRock’s leaders around the world share their perspectives from Hong Kong, Italy, the UK and the U.S. and touch on where we’re seeing s…
 
Fidelity CEO Anne Richards analyses the market's response to the coronavirus crisis and, as we move into a world living with the consequences, explores what has to change in supply chains, corporate aims, and capitalism itself. Presented by Richard Edgar, editor in chief.By Fidelity International
 
As the Covid-19 lockdown transforms consumer behaviour there is one sector that has had to adapt faster than any other: retail. Shuttered shops have forced companies to either expand their delivery businesses or rapidly develop them. The pivot has affected not just the retailers but their suppliers and even their landlords who are racing to keep up…
 
In our regular check-in with Fidelity's chief investment officer Andrew McCaffery, we cover the past week in the markets, long term challenges for central banks, and the question of how to diversify a portfolio when assets don't behave as they once did. We also speak to Henk-Jan Rikkerink, the head of our Multi Asset and solutions teams. He suggest…
 
Federal Reserve chair Jerome Powell's comments this week echo what our Chief Investment Officer Andrew McCaffery has been telling us for some time - that a quick V-shaped recovery is unlikely. Today we look at why that is, what governments and private firms can do to aid future recoveries, and why greater international cooperation is needed to avoi…
 
The Federal Reserve in the U.S. recently cut interest rates to zero, and it isn’t the only central bank to lower rates in response to the coronavirus. But low interest rates have been a theme for longer than recent weeks; they’ve been declining since 1980. So how did we get here, and what do low interest rates and low bond yields mean for investors…
 
With fixed income and equities markets seemingly entering a more benign phase after record swings in recent weeks, should we be looking to the oil price instead for a better guide to future prospects? And as central banks pump in trillions of liquidity, could inflation be on the radar? Chief Investment Officer Andrew McCaffery discusses these topic…
 
The CIO updates are now publishing exclusively on our sister channel, Rich Pickings. With fixed income and equities markets seemingly entering a more benign phase after record swings in recent weeks, should we be looking to the oil price instead for a better guide to future prospects? And as central banks pump in trillions of liquidity, could infla…
 
The coronavirus has set new records, from volatility in markets to the scale of the economic shutdown to the number of people working from home. But there’s also been record growth in sustainable investing. In the fourth episode of our mini-series, “Sustainability. Our new standard,” Salim Ramji, Global Head of iShares and Index Investments, discus…
 
In this month's Rich Pickings we hear from Fidelity's global economist, Anna Stupnytska, about the likely scenarios she envisages playing out as the world moves through the coronavirus crisis. Global equities portfolio manager Jeremy Podger outlines how he is adjusting his portfolios in response, how he's valuing companies at this time of uncertain…
 
How are economic data playing into markets and what is scenario planning telling us about how to approach different asset classes during the pandemic? Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where we find ourselves after the Easter break and how the support of central banks is influencing investor beha…
 
How are economic data playing into markets and what is scenario planning telling us about how to approach different asset classes during the pandemic? Chief Investment Officer Andrew McCaffery talks to Editor in Chief Richard Edgar about where we find ourselves after the Easter break and how the support of central banks is influencing investor beha…
 
The coronavirus has caused the world to shift, and there’s no doubt that this will continue. Healthcare companies and researchers are mobilizing to create a vaccine; technology has begun to emphasize solutions for working at home; and the focus clean energy has increased. All of these shifts can be encompassed by megatrends. These long-term societa…
 
In this episode, the Longleaf Partners Small-Cap Fund portfolio managers – Mason Hawkins, Staley Cates and Ross Glotzbach – discuss why we believe re-opening the Fund will benefit our long-term investors. We closed the Fund to new investors in August 1997 to manage our size against any potential liquidity constraints that would limit the opportunit…
 
The global coronavirus shutdown will put a significant dent in corporate earnings this year, according to 150 Fidelity analysts surveyed this month, raising concerns about a looming solvency squeeze. Marty Dropkin, Head of Research for Fixed Income, and Fiona O'Neill, Director of Equities, join Editor-in-Chief Richard Edgar and Survey Editor George…
 
The coronavirus has driven markets into turmoil over the past few weeks. And this uncertainty has created a lot of questions: What are the parallels between today and the financial crisis of 2008? Is today’s crisis worse? What signs are we looking for which suggest we are on the path to recovery? On this episode of The Bid, we answer these question…
 
This podcast is from our sister channel Fidelity Answers. Subscribe for more market expertise on topics ranging from electric vehicles to investing in China. It's hard to see into the future when so much is up in the air. But in this podcast we try and decipher some of the early indicators of what a post-coronavirus world might look like. What chan…
 
It's hard to see into the future when so much is up in the air. But in this podcast we try and decipher some of the early indicators of what a post-coronavirus world might look like. What changes will take place in the corporate landscape and how will the role of the state play out? Which companies will emerge stronger and which will be utterly tra…
 
Fidelity's Chief Investment Officer Andrew McCaffery - complete with his new home podcasting kit - talks to Editor in Chief Richard Edgar about where we are in the coronavirus crisis, the speed and consequences of huge government stimulus interventions, and how analysts and portfolio managers are looking for idiosyncratic opportunities.…
 
Fidelity's Chief Investment Officer Andrew McCaffery - complete with his new home podcasting kit - talks to Editor in Chief Richard Edgar about where we are in the coronavirus crisis, the speed and consequences of huge government stimulus interventions, and how analysts and portfolio managers are looking for idiosyncratic opportunities.…
 
Factor investing has been years ahead in the sustainability conversation. Factors are characteristics that help explain stock returns – think buying cheap, trending, high-quality, or lower-risk stocks – and many factors have sustainable components to them as well. In the third episode of our mini-series, “Sustainability. Our new standard,” Andrew A…
 
The unprecedented situation with COVID-19 has resulted in dramatic volatility across all global markets. Southeastern's portfolio managers share their current thoughts, while recognizing that the situation is changing every day. In this episode, Mason Hawkins (Chairman and Co-PM of Global, Non-US, US Large Cap and US Small Cap), Staley Cates (Vice-…
 
This podcast is from our sister channel Fidelity Answers. Subscribe for more market expertise on topics ranging from electric vehicles to investing in China. In this episode, Chief Investment Officer for Fidelity International, Andrew McCaffery, talks to Richard Edgar about how latest market developments square up to similar past events, how he's a…
 
Chief Investment Officer for Fidelity International, Andrew McCaffery, talks to Richard Edgar about how latest market developments square up to similar past events, how he's advising portfolio managers, and what's helping him to navigate the liquidity and logistical challenges of the pandemic.By Fidelity International
 
Over 150 analysts across Fidelity's global network have reported on how they think their sectors and companies are positioned to manage with the fall-out from the coronavirus pandemic. Their observations are based on the very latest conversations they've been having with their companies' management teams. Discussing the findings with Editor in Chie…
 
How do you manage funds in the face of extreme volatility? What strategies or asset classes provide the best defences? In this second episode for March, Portfolio Manager Eugene Philalithis talks to Editor in Chief Richard Edgar about how he's navigating the current market turbulence.By Fidelity International
 
A perfect storm of fear triggered by a pandemic and an oil shock have given investors a rude awakening with markets dropping at a scale not seen for over a decade. For a special episode of Rich Pickings, Editor in Chief Richard Edgar talks with Fidelity's global chief investment officer Andrew McCaffery together with CIOs for equities, Romain Bosch…
 
As the most advanced electric car designer and one of the biggest traditional car manufacturers make big pushes this year to bring electric vehicles to the mass market we ask our analysts whether 2020 is the year EVs finally put their foot to the floor. While neither Tesla or Volkswagen have been without their controversies in recent years, both no…
 
This month we hear from those on the frontline about the impact of the coronavirus in China and beyond: how much is the outbreak clogging the engine of the global economy, how are supply chains coping, and to what extent is disruption transmitting to other markets? On the line from Hong Kong are Jing Ning, a portfolio manager with a focus on China,…
 
What comes to mind when you hear of emerging markets? If portfolios are any indication, many investors shy away from emerging market (EM) stocks. EMs are often unfamiliar territory – and fear of the unknown can create cold feet. On this episode of The Bid, Gordon Fraser, portfolio manager for EM on BlackRock’s Fundamental Active Equity team, walks …
 
Geopolitics and trade tensions drove the market narrative in 2019. While we see trade tensions moving sideways this year, other risks still loom. Tensions between the U.S. and Iran are elevated; technology competition between the U.S. and China shows no signs of easing; and the U.S. is heading for one of its most consequential elections in modern h…
 
The Investor's Guide to China from Fidelity International takes you deep into the workings of the Chinese economy and its financial markets. Paras Anand, Chief Investment Officer for Asia Pacific, brings you a cast of investment experts working in the world's second largest economy. Hear how they're uncovering the opportunities and avoiding the pit…
 
Fidelity's Analyst Survey, now in its 10th year, asks over 150 investment analysts to report on what they've learnt from their research and the 15,000 company meetings they've held over the he past year. The information builds a unique forecast of what they expect to see from their companies and sectors in the year ahead. In this podcast, Editor in…
 
In the second episode of our mini-series, “Sustainability. Our new standard,” Philipp Hildebrand, BlackRock’s Vice Chairman, and Rachel Lord, Head of Europe, Middle East and Africa, talk about why the public and private sector together must tackle climate change, how BlackRock will deliver on recent announcements regarding sustainability and the mo…
 
"Fear makes the wolf bigger than he is," or so the saying goes... In a world of 24-hour news coverage and a commercial imperative to be louder than your competitor it can be hard to hear through the noise when a global event like coronavirus hits. In this month's Rich Pickings we gather three of our investment team from different disciplines to exp…
 
China’s onshore credit market has seen immense growth but it still presents challenges for investors - not least in relation to defaults, which are on the rise. While more defaults are a good thing for the Chinese market and investors in the long run, research shows that bondholder recovery rates have fallen. This podcast explores what's fuelling t…
 
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