Show Notes
If 2024 was the year of elections, 2025 is the year when all of those decisions come home to roost. As the world’s major economies take increasingly divergent paths in search of growth - where should investors be looking for opportunities? Carsten Roemheld, Capital Markets Strategist at Fidelity, is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Rosanna Burcheri, an equities Portfolio Manager, and Marty Dropkin, Head of Equities for Asia Pacific, to discuss this and how they are positioning for the year ahead. You can read Fidelity International's 2025 Outlook in full here. See omnystudio.com/listener for privacy information.
More from Fidelity Answers: The Investment Podcast
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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.
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