Podcasts about Fidelity International

China's benchmark Shanghai Composite Index briefly topped the 4,000-point mark on Tuesday morning — for the first time in a decade — reflecting growing investor confidence in the economic prospects of the country as it readies to advance innovation-driven, high-quality development over the next five years.周二上午，中国基准股指上证指数一度突破4000点关口——这是近十年来的首次突破。当前中国正为未来五年推进创新驱动的高质量发展做准备，此次指数突破反映出投资者对中国经济前景的信心不断增强。Analysts said China's stock market is set to emerge as a preferred and important destination for global investors amid rising market resiliency, with the latest refinements to the qualified foreign institutional investor mechanism further facilitating the entry of long-term overseas capital.分析师表示，随着中国股市韧性持续提升，加之合格境外机构投资者（QFII）机制近期优化，进一步便利了境外长期资金入市，中国股市有望成为全球投资者青睐的重要投资目的地。On Tuesday morning, the Shanghai Composite Index hit 4,010.73 points, the highest since July 2015, led by stocks related to Fujian province, before retreating on profit-taking pressures to close at 3,988.22 points.周二上午，上证指数盘中触及4010.73点，创下2015年7月以来的最高点位，福建相关概念股成为推动指数上涨的主力。不过，受获利了结压力影响，指数随后回落，最终收于3988.22点。Yang Delong, chief economist at First Seafront Fund, said the surge that saw the index surpassing the 4,000-point mark 10 years ago was primarily driven by infrastructure and real estate stocks. In contrast, the latest market uptrend was mainly led by high-tech industries, reflecting a shift in market structure and the progress of China's economic transformation.前海开源基金首席经济学家杨德龙指出，十年前上证指数突破4000点的行情主要由基建和地产股推动；与之不同，此次市场上涨主要由高科技产业领涨，这一差异既体现了市场结构的转变，也反映出中国经济转型的进展。The Shanghai Composite Index has risen 19 percent so far this year, while the STAR 50 Index and the ChiNext Index, two gauges tracking China's tech-oriented and innovative enterprises, have surged over 48 percent and 50 percent, respectively.今年以来，上证指数累计涨幅已达19%；而跟踪中国科技型、创新型企业的两大指数——科创50指数和创业板指数，同期涨幅分别超过48%和50%。The recommendations for formulating the 15th Five-Year Plan (2026-30) for national economic and social development, adopted at the fourth plenary session of the 20th Communist Party of China Central Committee, set achieving significant progress in high-quality development and substantially enhancing the capacity for scientific and technological self-reliance as main targets for the coming five years.中共二十届四中全会审议通过了《关于制定国民经济和社会发展第十五个五年规划（2026-2030年）的建议》，将“高质量发展取得显著成效”“科技自立自强能力大幅提升”列为未来五年的主要目标。Alex Zhang, a portfolio manager at global asset management company Fidelity International, said that the session, charting the path of China's economic development over the next five years, has strengthened investor confidence in the country's focus on developing new quality productive forces that are "independent and controllable".富达国际（全球资产管理公司）投资组合经理张弛（音译）表示，此次全会明确了中国未来五年的经济发展路径，让投资者更加坚信中国会聚焦发展“自主可控”的新质生产力，极大提振了市场信心。"We reiterate our optimism about four major investment tracks — artificial intelligence, aerospace, the low-altitude economy and innovative consumption," Zhang said. "We are full of confidence in China's innovation-driven transformation and high-quality development during the 15th Five-Year Plan period."“我们重申对四大投资赛道的乐观预期，即人工智能、航空航天、低空经济和创新消费，”张弛称，“对于‘十五五'期间中国通过创新驱动实现转型、推动高质量发展，我们充满信心。”Another key factor supporting investor confidence has been China's continued capital market reform and opening-up. At the Annual Conference of Financial Street Forum 2025 on Monday in Beijing, Wu Qing, chairman of the China Securities Regulatory Commission, vowed to introduce a series of measures to deepen capital market reform on both the investment and financing fronts, underscoring China's commitment to fostering the steady and healthy development of its capital market.支撑投资者信心的另一关键因素是中国资本市场持续推进改革与开放。周一在北京举办的2025年金融街论坛年会上，中国证券监督管理委员会主席吴清承诺，将推出一系列措施，从投资端和融资端双向深化资本市场改革，彰显中国推动资本市场平稳健康发展的坚定决心。In another development, the commission unveiled on Monday the most comprehensive upgrade to the qualified foreign institutional investor program since 2020, which allows approved overseas institutions to invest in China's domestic securities markets, marking a concrete step in advancing institutional opening-up.此外，中国证监会于周一宣布对合格境外机构投资者（QFII）制度进行2020年以来最全面的升级。该制度允许获批境外机构投资中国境内证券市场，此次升级是中国推进制度型开放的具体举措。According to a two-year working plan, key measures include allowing qualified foreign investors to use exchange-traded fund options for risk management, expanding their access to commodity futures and options trading, integrating qualification approval with account opening under a single streamlined procedure, and unifying short-term trading rules to ensure equal treatment for foreign and domestic institutions.根据一份为期两年的工作方案，此次升级的重点措施包括：允许合格境外投资者运用交易所交易基金（ETF）期权进行风险管理；扩大其参与商品期货和期权交易的范围；将资格审批与账户开立整合为单一简化流程；统一短期交易规则，确保境外机构与境内机构享受同等待遇。benchmark/ˈbentʃmɑːk/n.基准指标resiliency/rɪˈzɪliənsi/n.承受压力并快速恢复的能力streamlined/ˈstriːmlaɪnd/adj.高效的；简洁的

Wall Street's hopes the US and China are nearing a trade deal lifted riskier assets, with stocks hitting all-time highs amid a rally in crypto. As demand for safety waned, gold fell alongside short-term bonds. The S&P 500 climbed 1.2% as Chinese and US trade negotiators have lined up an array of diplomatic wins for Donald Trump and Xi Jinping to unveil at a summit this week. With further Federal Reserve interest-rate cuts on the way, the profit outlook is looking increasingly brighter. For more perspective, we spoke to George Efstathopoulos, Multi Asset Portfolio Manager at Fidelity International.Plus - Earnings reports this week from five of the so-called "Magnificent Seven" companies will center around artificial-intelligence investment plans as the battle to scale capabilities intensifies. Also, investors look to the Federal Reserve meeting this week for clues on the path of rate cuts. We speak to Ahmed Riesgo, Chief Investment Officer at Insigneo.See omnystudio.com/listener for privacy information.

Investors' shift to investing globally is only growing. It is growing, most notably at this point, in the Emerging Markets, and particularly in China. According to a recent Outlook report from Fidelity International in London, the story for equities across the world has proper momentum behind it. Though certain countries may be waxing and waning in terms of valuations, the push to invest outside of America chimes with calls that parts of the U.S. equity trade are getting bit long in the tooth. With a view from the European heights to address this moment, Fidelity Investment Director, Tom Stevenson joins this episode. Recorded on October 6, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

La semana arranca con las Bolsas pendientes de dos grandes focos: los resultados empresariales y el dato de inflación de septiembre en EE. UU., que se publica con retraso tras el cierre parcial del Gobierno a solo cinco días antes de la próxima reunión de la Reserva Federal. Entre los resultados empresariales más esperados esta semana, destacan en EE. UU. compañías como Tesla, Netflix, Intel, Coca-Cola, Ford, Procter & Gamble o General Motors. En Europa, presentarán cuentas firmas como SAP, Lloyds, Unicredit, Heineken, Orange o Nokia, y en España será turno para Bankinter, Enagás y Viscofan. En Capital Intereconomía, Ricardo Comín, director Comercial en Vontobel para Iberia; Silvia Merino, Sales Manager en Fidelity International; Lorenzo González, responsable de Iberia en DNB Asset Management; y Javier Ruiz Villabrille, Country Head en Flossbach Von Storch, analizan los riesgos de una posible corrección bursátil y si la crisis en la banca regional estadounidense puede ser el detonante. También el impacto de la debilidad del dólar en los resultados de las grandes cotizadas americanas, las oportunidades en renta variable y en renta fija, y la incorporación del oro como activo diversificador más allá de acciones y bonos.

El Observatorio Ibercaja, organizado por Inversión, reunió a tres referentes del mundo de la gestión: Raquel Blázquez (Ibercaja Gestión), Pilar García Germán (Fidelity International) y Víctor Asensi (DPAM). En este debate, moderado por el periodista Ismael García, los CIO españoles analizan cómo invertir en un contexto de volatilidad, tipos en descenso y búsqueda de rentas estables. ¿Qué papel jugará la renta fija en las carteras? ¿Sigue siendo esencial la renta variable? ¿Cómo deben actuar los inversores jóvenes ante los nuevos retos? Una conversación imprescindible para entender las tendencias de inversión en 2025 y cómo combinar diversificación, fiscalidad y rentabilidad sin asumir riesgos innecesarios. Más información: https://www.finanzas.com/inversion/foros/observatorio-ibercaja-20251009/

From governance models to internal alignment, they share the blueprint for how corporate venture arms can thrive beyond the 3.7-year industry average lifespan. The discussion ranges from financial vs. strategic returns, to the “King of the Hill” philosophy, to why equal-win partnerships are essential if corporates want to play the long game.This is essential listening for corporate leaders, founders, and investors who want to understand how to build CVCs that stand the test of time.

En la segunda hora de Capital Intereconomía debatimos en la Tertulia de mercados con Pilar García-Germán (Fidelity International), Juan Ramón Caridad (Pictet AM), Patricia Tomás (Alken AM) y Gonzalo Ramón-Borja Álvarez de Toledo (Swisscanto). Analizamos qué esperar de la Fed y las posibles bajadas de tipos antes de la salida de Powell, la evolución de los bonos americanos y europeos, el papel de la renta fija emergente y cómo trabajar las duraciones en cartera. También repasamos oportunidades de inversión en bolsa, sectores, regiones y temáticas clave. Además, en la preapertura de las bolsas, contamos con Alexis Ortega (EAE Business School) para anticipar el pulso de los mercados antes del arranque de la jornada.

Las Bolsas arrancan la semana con la mirada puesta en varias citas importantes que podrían marcar el rumbo de los mercados en los próximos días, como la rebaja de rating de Fitch a Francia, y la decisión que pueda tomar el miércoles la Reserva Federal (Fed), con la expectativa de una posible bajada de tipos. Además, los inversores estarán atentos a otras referencias como la inflación en Europa, la reunión del Banco de Japón y los resultados de empresas como Lennar y FedEx. En el terreno geopolítico, las negociaciones comerciales entre China y EE. UU. en Madrid siguen siendo un punto de atención para los mercados por su posible impacto en las tensiones comerciales globales. Además, el viaje de Donald Trump a Londres y sus repercusiones para la relación entre EE. UU. y Reino Unido tras el Brexit, será otra de las citas importantes de esta semana. En este contexto, en la Tertulia de Mercados de Capital Intereconomía, analizan estas claves Pilar García-Germán, Directora Asociada de ventas de Fidelity International; Juan Ramón Caridad, Director de clientes estratégicos de Pictet AM en Iberia y Latam; Patricia Tomás, Directora de Ventas España de Alken AM; y Gonzalo Ramón-Borja Álvarez de Toledo, Country Manager y Managing Director en España de Swisscanto International Asset Management

In this episode of Software People Stories, Gayatri Kalyanaraman speaks with Shikha Munjal, Associate Director Fidelity International, about her dynamic journey across technology, finance, people management and community building.Shikha Munjal's story begins in a small town in Haryana, where she pursued computer science engineering—a choice influenced by her father's vision rather than her own. What started as a decision made for her soon turned into a lifelong passion for technology and problem-solving.She began her career with Accenture in Bangalore, diving straight into the corporate world just two days after finishing her final exams. Although trained in one technology, she was placed on projects with Informatica and data technologies, which opened a new career-long interest in data management and reporting tools.From there, Shikha moved to Headstrong (later acquired by Genpact), working primarily with Morgan Stanley's account, and even spent nearly a year onsite in Tokyo. That global experience left a lasting impression on her work ethic—she admired the Japanese culture of discipline, continuous learning, and deep focus.Her journey next took her to JP Morgan in Mumbai, where she strengthened her expertise in financial services and data-driven systems. But personal circumstances brought her back to the Delhi NCR region, where she eventually joined Fidelity International, her professional home for over a decade.At Fidelity, Shikha grew into senior leadership, taking on roles that blended technology, business analysis, and product management. She emphasized not just building solutions, but delivering real business outcomes—aligning technology with the fast-paced demands of the financial services industry.Along the way, she invested in continuous learning—pursuing certifications in Informatica, IBM, product management, financial analysis, and cloud/data platforms like Snowflake. She transitioned from being a technologist to a business leader and product owner, always guided by her growth mindset.Beyond her corporate role, Shikha has been an active advocate for diversity and inclusion, serving as a chapter lead at AnitaB.org North India. She blends her professional identity with her personal roles as a mother, wife, daughter, and sister, often saying that her strength comes from integrating all these parts of her life.Today, as Associate Director at Fidelity International, Shikha is shaping data strategies, product roadmaps, and inclusive leadership practices—all while staying curious, resilient, and adaptable in an era of rapid technological and business change.Quotable Moments from Shikha Munjal's Episode“The whole is greater than the sum of its parts – I've learned to blend my roles as a mother, daughter, professional, and leader.”“Comfort and growth do not coexist. The moment I feel my work is not challenging me, I know it's time to evolve.”“What keeps me going is not climbing the career ladder, but continuously adding to my profile and learning something new.”“If you enjoy the process of learning, the outcomes will follow naturally.”“In technology, every four to eight years your skills get challenged – you need to continuously upskill to stay relevant.”“I always believed that being connected to the business side meant being connected to the real world – solving real problems, not just writing code.”“We need to embrace uncertainty rather than rush to solve it. Sometimes dwelling on the ambiguity gives deeper insights.”“Data today is like a marketplace—you should be able to shop for it within an organization, but with the right entitlements and governance.”Shikha Munjal is Associate Director at Fidelity International with over 20 years of experience in technology and financial services. She has held roles at Accenture, HCL, Morgan Stanley, JP Morgan, and now Fidelity. A strong advocate for diversity and inclusion, she has led the North India chapter of AnitaB.org. Shikha is passionate about data, product management, and continuous learning, and believes in shaping her career with curiosity and resilience.Shikha can be reached at https://www.linkedin.com/in/shikha-munjal-19370113a/

Asian equities traded within a narrow range after US stocks and bonds fell as traders pared back wagers on imminent Federal Reserve interest-rate cuts. Shares in Japan and Australia declined while South Korea advanced. Treasuries were little changed after falling across the curve in the US session, sending yields higher. The yen steadied after Japan's July core inflation came in at 3.1%, against an estimate for 3%. We look at the global inflation picture with Ian Samson, Multi Asset Portfolio Manager at Fidelity International.Meantime, stronger US economic data and a more hawkish tone from Fed officials have led money markets to price a 70% chance of a September rate cut, down from 90% a week ago. While data showed an increase in jobless claims — adding to signs of a slowing labor market — the solid factory purchasing managers index made traders trim their rate cut bets. A gauge of manufacturing grew at the fastest pace since 2022. Attention now turns to the central bank's annual Jackson Hole symposium, where Chair Jerome Powell is scheduled to speak Friday at 10 a.m. New York time. We hear from Austan Goolsbee, President of the Federal Reserve Bank of Chicago. He speaks with Bloomberg's Michael McKee and Michael Shepard from Jackson Hole, Wyoming.See omnystudio.com/listener for privacy information.

After a successful spell working in corporate law at Ashurst, today’s guest Rebecca Ogg carved out a stellar career as a sustainable investing analyst. In this episode, she joins Ashurst’s Elena Lambros to explain how sustainable finance and smart policymaking can help redirect capital towards climate-positive outcomes. Rebecca has her finger on the pulse of changes in sustainable investing, and her passion shines through as she describes Fidelity International’s twin approach—mitigating environmental and social risks, as well as funding innovative solutions to benefit society and the natural world in the long term. From investing in green infrastructure to tackling risks like water scarcity and climate-related GDP loss, Rebecca and Elena get right to the heart of sustainable finance. Rebecca also pinpoints four practical actions that individuals can take to contribute to the energy transition. Listen to more episodes in the Game Changers series – featuring an array of thought-provoking guests – by subscribing to ESG Matters @ Ashurst on Apple Podcasts, Spotify or wherever you get your podcasts. The information provided is not intended to be a comprehensive review of all developments in the law and practice, or to cover all aspects of those referred to. Listeners should take legal advice before applying it to specific issues or transactions. The material discussed in this interview is not advice of any kind. It does not take into account your objectives, financial situation or needs. You should consider these matters and seek advice before acting on the information. Interests in the funds referred to in this interview are not offered in Australia. FIL Responsible Entity (Australia) Limited, AFSL No. 409340. ABN 33 148 059 009 (“Fidelity Australia”). Fidelity Australia is a member of the FIL Limited group of companies commonly known as Fidelity International. See omnystudio.com/listener for privacy information.

En la tertulia Capital comentamos la actualidad de los mercados financieros en una semana marcada por las medidas arancelarias de Trump y a las puertas de los resultados empresariales con Mariano Guerenstein, Subdirector de clientes institucionales y ventas de J. Safra Sarasin AM; Gonzalo Rengifo, director general de Pictet AM en Iberia y Latam; Victor Asensi, Country Head en España de DPAM y con Óscar Esteban, Responsable de Negocio para Iberia de Fidelity International. Para terminar la segunda hora de Capital Intereconomía volvemos a mirar a los mercados antes de su apertura en el viejo continente y Alexis Ortega, Profesor de Finanzas de la EAE Business School nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Oggi 4 luglio è il giorno della scadenza stabilita da Trump per far passare il Big Beautiful Bill in Congresso. Ma quanto è sostenibile la traiettoria del debito pubblico americano?Donatella Principe, Market and Distribution Strategy Director di Fidelity International, spiega l'attenzione dei mercati verso la sostenibilità del debito pubblico statunitense, i rischi e le sfide per la politica fiscale americana in una nuova intervista LeoniFiles condotta da Carlo Amenta.Preferisci seguire su YouTube?

On 13 March 2025 Future of Finance hosted a one-day event at the offices of ReedSmith in London. Entitled Digital asset exchanges: Will tokenisation be the nemesis of exchanges or the re-making of them?, the event attracted more than 200 registrants from stock exchanges, trading venues, digital asset exchanges, fund administrators, central securities depositories, central counterparty clearing houses, technology vendors, data vendors, consultants, custodians, asset managers, wealth managers, banks, brokers, insurers, payments service providers, law firms, venture capital funds, cryptocurrency firms, blockchain platforms and academia. This is an account of what they and the panellists contributed to the five sessions that day, both live and in the multiple-choice questionnaire they completed in advance, the results of which are also published here.Panellists: Ben Brophy, Head of Blockchain at Fidelity International; Bob Ejodame, Vice President, Capital Markets, at INX; Lucas Bruggeman, CEO and President of the Board at BX Swiss Exchange; Massimo Butti, an independent adviser to several companies involved in digital assets; and Severin Kranz, Head of Business Development at 21X. Hosted on Acast. See acast.com/privacy for more information.

El futuro de las pensiones está sobre la mesa, y muchos jóvenes se sienten pesimistas ante la idea de tener una pensión cuando llegue el momento. La falta de ahorro y el coste de la vida hacen que muchas personas decidan vivir al día, sin pensar en el largo plazo. Hoy hablamos con David Herrando, director general de Pensumo, para entender una nueva solución que nos ha parecido muy curiosa y que está empezando a tomar forma para que las nuevas generaciones ahorren para la jubilación. ➡️ Únete al grupo de Finect Talks en Finect: https://www.finect.com/grupos/finect-talks ➡️ ¿Acabará la resiliencia de los mercados financieros ante la escalada de riesgos geopolíticos? https://www.finect.com/grupos/columbia_threadneedle_investments/articulos/acabara-la-resiliencia-de-los-mercados-financieros-ante-la-escalada-de-riesgos-geopoliticos ➡️ Perspectivas de mediados de año de Fidelity International https://www.finect.com/grupos/fidelity_espana/articulos/perspectivas-de-mediados-de-ano ➡️ Países emergentes, ¿merece la pena invertir? https://www.finect.com/grupos/cobas_asset_management/articulos/paises-emergentes-merece-la-pena-invertir ➡️ ¿Solo inviertes en renta fija y renta variable? Pues estás peor diversificado de lo que crees, según este estudio https://www.finect.com/usuario/avillanuevae/articulos/solo-inviertes-en-renta-fija-y-renta-variable-pues-estas-peor-diversificado-de-lo-que-crees-segun-este-estudio ➡️ El fondo que más gana en lo que va de 2025 (+60%) invierte en algo que no para de subir este año https://www.finect.com/usuario/avillanuevae/articulos/el-fondo-que-mas-gana-en-lo-que-va-de-2025-64-invierte-en-algo-que-no-para-de-subir-este-ano ➡️ Estos tres fondos globales de alto dividendo ganan más de un 10% en 2025 https://www.finect.com/usuario/eduardogarcia/articulos/estos-tres-fondos-globales-de-alto-dividendo-ganan-mas-de-un-10-en-2025 *Este contenido se ha elaborado bajo un criterio editorial y no constituye una recomendación ni propuesta de inversión. La inversión contiene riesgos. Las rentabilidades pasadas no son garantía de rentabilidades futuras.*

Markets are forward looking and are one of the strongest indicators of what lies ahead for global economies. This dynamic reflects the thinking of millions of market participants digesting and pricing available information to guide how asset prices reflect the future. For all the twists, turns, and curveballs that 2025 has delivered, markets are, in many cases, at or above where the year started. The S&P 500 is in the green, the ASX 200 is up, and yields on US 10-year bonds, a useful proxy for risk appetite, are lower than at the start of the year. At face value, you might conclude that investors are more confident about the economic outlook, or at the very least more comfortable than they were in January. But not all signals are flashing green. A 10% fall year-to-date in the safe-haven US dollar is one example that warrants closer inspection. That's the view of Fidelity International's Chief Investment Officer of Equities, Niamh Brodie-Machura, who oversees a team of more than 120 analysts managing over $220 billion for Fidelity clients.

Christopher Wong, Client Portfolio Strategist, South East Asia, Fidelity International discusses how the fragmentation between economies is a new reality facing Asia. He also looks at the implications of a weaker USD for the region.Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Las Bolsas arrancan la semana con la mirada puesta en el impacto del conflicto entre Irán e Israel, que continúa presionando al alza el precio del petróleo este lunes, y a la espera de cómo la tensión geopolítica puede afectar la evolución de los activos en las próximas jornadas. En la tertulia de mercados de Capital Intereconomía Silvia Merino, Sales Manager en Fidelity International; Patricia Molpeceres, Sales Director de AllianceBernstein para Iberia; Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; y Ralph Elder, Managing Director para Iberia y Latinoamérica en BNY Investments, analizan en el efecto de la tensión entre Irán e Israel en el mercado de bonos, en las Bolsas y en las divisas, y debaten si este conflicto podría poner en riesgo las ganancias acumuladas por el mercado durante el año. Y Alexis Ortega, Profesor de Finanzas de la EAE Business School nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Las Bolsas arrancan la semana con la mirada puesta en el impacto del conflicto entre Irán e Israel, que continúa presionando al alza el precio del petróleo este lunes, y a la espera de cómo la tensión geopolítica puede afectar la evolución de los activos en las próximas jornadas. Además, esta semana los inversores tienen en el foco las reuniones del G7 en Canadá, así como las citas de política monetaria de la Reserva Federal de EE.UU., el Banco de Japón y el Banco de Inglaterra. En la tertulia de mercados de Capital Intereconomía Silvia Merino, Sales Manager en Fidelity International; Patricia Molpeceres, Sales Director de AllianceBernstein para Iberia; Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; y Ralph Elder, Managing Director para Iberia y Latinoamérica en BNY Investments, analizan en el efecto de la tensión entre Irán e Israel en el mercado de bonos, en las Bolsas y en las divisas, y debaten si este conflicto podría poner en riesgo las ganancias acumuladas por el mercado durante el año.

Fidelity International’s Dale Nicholls joins this week’s Merryn Talks Money to discuss the Asian giant as a viable place to park your money. He explains China is now one the most innovative economies in the world. Its research and development spend is up forty-fold since 2000, and you can see the results in its clear leadership in electric vehicles, in battery storage, renewable energy infrastructure and increasingly artificial intelligence.See omnystudio.com/listener for privacy information.

This week on The International Risk Podcast, Dominic Bowen is joined by Julien Haye to explore how psychological safety shapes effective risk management and strategic decision-making. In today's complex, fast-moving environment, fear and silence can be hidden risk factors that undermine resilience, innovation, and performance. Julien explains how cultures of fear derail traditional risk programs, why disagreement is essential for good governance, and how organizations can foster accountability while embracing intelligent risk-taking.Drawing on his experience as  Chief Risk Officer and his new book The Risk Within, Julien unpacks the evolving role of risk leaders, how organizations can detect cultural blind spots, and why psychological safety must be embedded into business strategies. From corporate boardrooms to global financial institutions, this episode offers insights on how to build resilient, self-aware teams and turn risk into a strategic advantage.Julien Haye is the founder of Aevitium Ltd and author of The Risk Within. With over 26 years of global experience in financial services, he has led major transformations of risk and compliance functions, served as Chief Risk Officer at DWS and Fidelity International.Get Julien's new book: The Risk Within: Cultivating Psychological Safety for Strategic Decision-MakingThe International Risk Podcast is a must-listen for senior executives, board members, and risk advisors who need more than headlines. Each week, Dominic Bowen cuts through the noise to bring you unfiltered insights on emerging risks, geopolitics, international relations flashpoints, boardroom blind spots, and strategic opportunities. Hosted by Dominic Bowen, Head of Strategic Advisory at one of Europe's top risk consulting firms, The International Risk Podcast brings together global experts to share insights and actionable strategies from the people who have been there, done it, and shaped outcomes at the highest levels.Dominic's 25 years of experience managing complex operations in high-risk environments, combined with his role as a public speaker and university lecturer, make him uniquely positioned to guide these conversations. From conflict zones to corporate boardrooms, he explores the risks shaping our world and how organisations can navigate them. Whether he is speaking with intelligence operatives, CEOs, political advisors, or analysts, Dominic helps leaders gain competitive advantage through these conversations.The International Risk Podcast – Reducing risk by increasing knowledge. Follow us on LinkedIn  and Instagram for all our great updates.Subscribe to our newsletter for weekly briefs.Tell us what you liked!

Tom McHugh, the CEO and co-founder of Finbourne, shares how they are transforming financial data management to deliver better outcomes. Tom shares the complexities of managing diverse financial data sources and how Finbourne's technology aims to simplify this landscape. He explains how their unique approach helps firms maintain gross margins, reduce fees, and enhance efficiency without overhauling existing systems. Learn about the core infrastructure of Finbourne, the role of AI and data virtualization, and the significant social impact Finbourne's solutions can bring to both investors and financial services.LINKSFinbourne: https://www.finbourne.com/

En la tertulia Capital Intereconomía analizamos la situación de los mercados con Mariano Guerenstein, Subdirector de clientes institucionales y ventas de J. Safra Sarasin AM; Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; Ralph Elder, Managing Director – Iberia/Latam BNY Investments y con Pilar García-Germán, Directora Asociada de ventas de Fidelity International. Y Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Las Bolsas arrancan la semana con descensos generalizados tras la rebaja de la calificación crediticia de EE. UU. por parte de Moody's, lo que añade más incertidumbre a los inversores y plantea nuevas incógnitas sobre el rumbo de la economía global. Mariano Guerenstein (J. Safra Sarasin AM); Fernando Fernández-Bravo (Invesco); Ralph Elder (BNY Investments); y Pilar García-Germán (Fidelity International) analizan en la tertulia de mercados de Capital Intereconomía el papel que pueden jugar en este escenario los activos refugio como el dólar o la deuda soberana. También abordan cómo puede afectar la desescalada arancelaria a la inflación, los resultados empresariales, así como las oportunidades de inversión en renta fija y renta variable.

In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, chats with Dmitry Solomakhin from Fidelity International. Dmitry unpacks the thinking behind Fidelity's Global Long Short Fund, which uses a contrarian value approach to invest in "unloved companies" they believe are mispriced. The discussion explores Dmitry's disciplined approach to shorting stocks, grounded in rigorous analysis to ensure its aligned with the fund's contrarian philosophy. Paul and Dmitry also examine the inherent risks of shorting, such as volatility and potential losses, and how these are mitigated through thoughtful portfolio construction and diversification. Dmitry shares his perspective on the evolving AI ecosystem, its practical applications, the potential risks associated with the current AI craze, and what it means for his stock selections.

En La tertulia de Capital Intereconomía comentamos la actualidad de los mercados financieros con Ricardo Comín, Director Comercial en Vontobel Para Iberia; Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; Lorenzo Gallardo, Country Head of Spain, Asset Management Rothschild & Co Asset Management y con Óscar Esteban, Responsable de Negocio para Iberia de Fidelity International. y Pablo García, director de DIVACONS - Alphavalue nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Hunting for 10-baggers. For many investors, that's what it is all about. Searching for those high-quality compounding companies that can turn each $1 invested into $10. Our guest today has made a career of this pursuit. James Abela, portfolio manager at Fidelity, has a particular focus on small-and-mid cap companies and runs the Fidelity Global Future Leaders Active ETF (ASX: FCAP).In our conversation today, we speak to James about:How small caps have held up in the current market environment James' 3-part framework for assessing the quality of companies How small caps move in phases, and where he likes to invest The things that James worries about in a portfolioTwo stocks that James finds particularly interesting right now —------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------This episode has been sponsored by Fidelity. Thank you to Fidelity for helping keep all of our content free. The Fidelity Global Future Leaders Active ETF harnesses Fidelity's global network of 400+ investment experts, by focussing on finding global small to mid-caps companies with the potential for high growth. Invest in a diversified portfolio of Fidelity's best ideas, designed to outperform the market, and deliver more consistent returns through market cycles. Find out more about the Fidelity Global Future Leaders Active ETFIssued by FIL Responsible Entity (Australia) Limited AFSL No 409340 (‘Fidelity Australia'). This has been prepared without taking into account your objectives, financial situation or needs. You should seek independent advice before acting on the information. Consider the PDS and TMD for the Fund at fidelity.com.au. The issuer of Fidelity's managed investment schemes is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. © 2024 FIL Responsible Entity (Australia) Limited. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited.—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Join us as we talk to Gaurav Jalan, the Founder & CEO of mPokket about their story.Gaurav pursued his Bachelor's degree in Economics and Computer Science from Amherst College, US, followed by an MBA from Columbia Business School. He later worked at Bain & Company and Fidelity International before serving as the MD and Chief Investment Officer at Avant Garde Wealth Management. In 2015, he founded mPokket.

Fed, guerra arancelaria, deuda alemana, ideas de inversión en entornos de volatilidad... En La tertulia de Capital Intereconomía comentamos la actualidad de los mercados financieros con Óscar Esteban, Responsable de Negocio para Iberia de Fidelity International; Ricardo Comín, Director Comercial en Vontobel Para Iberia; Patricia de Arriaga, subdirectora general en Pictet AM en Iberia y Latam y con Elena Domecq, subdirectora de Estrategia de JP Morgan AM en Iberia y Pablo García, director de DIVACONS - Alphavalue nos explica las principales referencias a tener en cuenta en la sesión de hoy.

La Reserva Federal de EEUU se reúne esta semana, y se prevé que el organismo vuelva a mantener los tipos de interés. Los inversores estarán atentos al discurso de su presidente Jerome Powell en el que se podría vislumbrar alguna opinión sobre el impacto que está teniendo sobre la inflación la política arancelaria del presidente de EE.UU., Donald Trump. En la tertulia de mercados de Capital Intereconomía Óscar Esteban, responsable de negocio para Iberia de Fidelity International; Ricardo Comín, director comercial en Vontobel Para Iberia; Patricia de Arriaga, subdirectora general en Pictet AM en Iberia y Latam; y Elena Domecq, subdirectora de estrategia de JP Morgan AM en Iberia analizan si Trump utilizando la guerra arancelaria para provocar una recesión "controlada" y obligar a la FED a bajar los tipos de interés. También debaten sobre si la guerra arancelaria puede llevar a la economía mundial a un menor crecimiento y una mayor inflación, y también si el alto endeudamiento que están asumiendo los países por el aumento del gasto en defensa se traducirá en tipos más altos para la deuda.

Corporate travel policies are more than just a set of guidelines—they define how employees travel, how companies manage costs, and how organizations adapt to an ever-changing business environment.  And they are an essential and fundamental element of the day-to-day work and long-term approach of every travel buyer. With shifting workforce dynamics, new expectations around flexibility, and ongoing efforts to balance cost control with traveler satisfaction, however, policies are evolving faster than ever.  In this podcast, GBTA Board members and industry experts discuss the latest trends, the challenges companies face in enforcing policies, and what the future holds for corporate travel programs:  Rosemary Maloney, Senior Director, Corporate Travel, The Freeman Company, and GBTA Board, Vice President  Carlos Almendros, Director, Strategic Sourcing Travel, Card and Marketing Manager, Cisco Systems, and GBTA Board, Direct Seat, At Large  Carol Fergus, Director, Global Travel Events and Ground Transportation, Fidelity International, and GBTA Board, Direct Seat, At Large  Katie Virtue, Head of Sales and Marketing, Festive Road, and GBTA Board, Allied Seat, At Large   The group's discussion includes insightful and actionable insights related to travel policy evolution including:  Balancing cost and employee experience   Policy enforcement vs. flexibility   The current state of air travel policies   Adapting to changing workforce needs   The future of travel policy customization     Music track is Space Jazz by Kevin MacLeod  Licensed under Creative Commons: By Attribution 3.0 License 

Portfolio-Profis im Gespräch. Eine Spezialausgabe mit Stefan Kuhn von Fidelity International.

Are politics in Canada and the U.S. dominating your news and social feed – and do they have you worrying about your investment portfolios? Tune in to learn about how Fidelity's investing pros are thinking long-term and trying to step ahead. Fidelity Institutional Portfolio Manager and former Bank of Canada analyst, Ilan Kolet, will talk about what's happening in Canada and ways he is protecting clients portfolios. Tom Stevenson, Investment Director, Fidelity International, will share global impacts and where there might be investment opportunities in Asia, Europe and around the world. Additional insights from Jurrien Timmer, KY Wong, and Pedro Antunes. This show was initially presented as a live webcast of The Upside, our investor webcast on March 4, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Tune in to this episode of the Security Token Show where this week Herwig Konings and Jason Barraza cover the industry leading headlines and market movements, including Figure raking in $200M, Mastercard tapping Ondo, and more RWA news. STM Predicts $30-50T in RWAs by 2030: https://docsend.com/view/7jx2nsjq6dsun2b9  Join the RWA Foundation and Read the Whitepaper: RWAF.xyz Read STM's Global Tokenized Real Estate Market Guide 2024: https://docsend.com/view/rrfjz7zxzqb9na2q  Read the December 2024 RWA Securities Market Update: https://docsend.com/view/6vf42wm8quhnttuv  Company of the Week - Herwig: Figure Company of the Week - Jason: Mastercard The Market Movements 1. SEC Drops Gensler Era Cases and Labels Memecoins Not Securities 2. Figure Launches JV with Sixth Street for RWA Liquidity, Sixth Street Invests $200M   3. Mastercard to Bring Ondo's OUSG to Mastercard Multi-Token Network 4. HBAR Foundation Invests into Fidelity International's MMF via Archax 5. Euroclear and Digital Asset Explore Collateral Mobility on Canton Global Collateral Network (GCN) 6. Franklin Templeton Expands Tokenized Funds with Luxembourg Launch 7. Robinhood CEO Vlad Tenev Endorses Tokenization and Crypto (Again!) The Token Debrief 1. Wintermute Enables Instant Redemptions for Janus Henderson Treasury Fund (JTRSY), Others to Follow 2. Mavryk Network Raises $5M for Expansion 3. MeaWallet and Backbase Partner on Tokenization Infrastructure for Australia and New Zealand 4. Exabits and GAIB to Tokenize GPU Compute Power & Yields 5. Zero-Trust Custody is Coming to NPEX via Cordial and Dusk Vault 6. Music Protocol to Tokenize Music Royalties on Plume Network 7. Apollo's $ACRED Investors Gain DeFi Access through Elixir's deUSD on Securitize 8. $SOMA Token to Launch April 30th Offering Ownership in HK's SOMA 9. VivaAerobus, Volaris Collaborate, and TravelX Announce That 70% of Mexico's Domestic Flights Are Now on Algorand ⏰ TABLE OF CONTENTS ⏰ 0:00 Introduction 0:16 Welcome 0:49 Announcing TokenizeThis 2025 1:50 Market Movements 15:45 RWA Foundation Weekly Update 17:18 The Token Debrief 23:32 Companies of The Week: Figure and Mastercard

En La tertulia de Capital Intereconomía comentamos la actualidad de los mercados con Gonzalo Rengifo, director general de Pictet AM en Iberia y Latam; Ricardo Comín, Director Comercial en Vontobel Para Iberia; Silvia Merino, Sales Manager en Fidelity International y con Iván Díez, responsable del negocio de España, Portugal y Latinoamérica de La Financiere de L'Échiquier. y Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy

Las Bolsas europeas cotizan en zona de máximos con la esperanza de un acuerdo de Paz entre Ucrania y Rusia. El Ibex 35 comienza la semana por encima de los 12.900 puntos tras sumar su octava consecutiva semana de ganancias mientras los inversores siguen atentos a las medidas arancelarias de Donald Trump. En Capital Intereconomía Gonzalo Rengifo, director general de Pictet AM en Iberia y Latam; Ricardo Comín, director comercial en Vontobel para Iberia; Silvia Merino, Sales Manager en Fidelity International; e Iván Díez, responsable del negocio de España, Portugal y Latinoamérica de La Financiere de L'Échiquier analizan qué impacto pueden tener los aranceles en la inflación, en las Bolsas, en los bonos y en las divisas, y también si las elecciones en Alemania pueden generar más volatilidad en los mercados europeos.

On today's episode, reaction to the US imposing a 25% blanket tariff on steel and aluminum imports with Joe Deaux, Metals and Mining Reporter for Bloomberg News. We also examine the state of China's AI industry with Taosha Wang, Portfolio Manager at Fidelity International. Plus - a look at the broader market landscape with Brian Krawez, President at Scharf Investments.See omnystudio.com/listener for privacy information.

What do thousands of company meetings tell investors about the state of the world in 2025? What do leadership teams think about the impact of a new US administration? Where can investors seek value in China? And how are companies embracing AI? Fidelity International’s annual Analyst Survey answers these questions and more. Ben Moshinsky is joined by Co-Chief Investment Officer Niamh Brodie-Machura, and analysts Evan Delaney, Alex Dong and Emma Newey Clark to dig through the results. You can read Fidelity International's 2025 Analyst Survey in full on your local Fidelity website or here. See omnystudio.com/listener for privacy information.

La Reserva Federal (Fed) y el Banco Central Europeo (BCE) celebran esta semana su primera reunión del año. ¿Bajarán los tipos esta semana?. En la tertulia Capital lo analizamos con Almudena Mendaza, responsable de Generali Investments para Iberia; Pilar Garcia-German, directora asociada de ventas en Fidelity International; Víctor Asensi, subdirector en España y Latam de DPAM y con Patricia López Molina, responsable de Distribución de Iberia de GAM · y Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy.

La Reserva Federal (Fed) y el Banco Central Europeo (BCE) celebran esta semana su primera reunión del año. Con dos escenarios muy diferentes, el mercado descuenta una nueva bajada de tipos en Europa, pero no así en EEUU donde el consenso da una probabilidad de más del 99 % de que el banco central deje las tasas de interés sin cambios, según la herramienta FedWatch de CMEGroup. En Capital Intereconomía Almudena Mendaza, responsable de Generali Investments para Iberia; Pilar Garcia-German, directora asociada de ventas en Fidelity International; Víctor Asensi, subdirector en España y Latam de DPAM; y Patricia López Molina, responsable de Distribución de Iberia de GAM analizan por qué están cambiando tanto las expectativas sobre los próximo recortes del precio del dinero. Los bancos centrales compartirán protagonismo con los resultados empresariales ya que esta semana se confiesan ante el mercado compañías como BBVA, CaixaBank, SAP, LVMH, ASML, Tesla, Microsoft, Meta, Apple y Amazon.

En la tertulia le tomamos el pulso a la actualidad de los mercados con Óscar Esteban, Responsable de Negocio para Iberia de Fidelity International; Patricia Molpeceres, Sales Director de AllianceBernstein para Iberia; Gabriel Simón, director de Ventas para Iberia Columbia Threadneedle Investments. y con Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco. Y Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Las Bolsas comienzan la semana con la vista puesta en la última reunión del año que celebra esta semana la Reserva Federal (Fed) y en la que el organismo que preside Jerome Powell podría volver a bajar los tipos de interés un 0,25%. En la tertulia de mercados de Capital Intereconomía Óscar Esteban, responsable de Negocio para Iberia de Fidelity International; Patricia Molpeceres, Sales Director de AllianceBernstein para Iberia; Gabriel Simón, director de Ventas para Iberia Columbia Threadneedle Investments; y Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; analizan qué espera el mercado de esa cita de la Reserva Federal y cuál puede ser la hoja de ruta del organismo de cara a 2025. Además debaten sobre si de cara al próximo ejercicio hay que seguir apostando por la renta variable, qué otros activos aportarán rentabilidad a las carteras, y qué se puede esperar de los mercados el año que viene.

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.

En la tertulia comentamos la actualidad de los mercados financieros con Óscar Esteban, Responsable de Negocio para Iberia de Fidelity International; Álvaro Antón, Country Head Para Iberia de Abrdn y con Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam. Y Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy.

In this episode we hear from Matt Jones, Global Portfolio Manager at Fidelity International. Matt discusses the intersection of quant techniques with the fundamental investment process, the benefits and challenges of this approach and the evolution data use in this strategy over the last two decades. Matt Jones is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.   This episode was recorded on September 9, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

¿Qué es exactamente esto de la inversión de impacto? ¿Qué diferencia a la inversión de impacto de la inversión socialmente responsable? Porque muchas veces se usa de forma indistinta, pero ¿hay diferencias? Hoy charlamos con Marta Abbad, de Bolsa Social, un proyecto que nos ha llamado la atención y que invierte en empresas de impacto positivo en la sociedad. ➡️ Únete al grupo de Finect Talks en Finect: https://www.finect.com/grupos/finect-talks ➡️ Activos alternativos en Finect https://www.finect.com/alternativos Fondos y ETFs de China: https://www.finect.com/usuario/avillanuevae/articulos/calenton-con-los-fondos-y-etfs-de-china-la-segunda-mayor-entrada-de-dinero-de-la-historia ¿Vivimos un exceso de optimismo en los mercados?: https://www.finect.com/usuario/Kaloxa/articulos/vivimos-un-exceso-de-optimismo-en-los-mercados El camino se presenta accidentado”: Fidelity International: https://www.finect.com/grupos/fidelity_espana/articulos/perspectivas-para-el-cuarto-trimestre-de-fidelity-international-el-camino-se-presenta-accidentado Rotación en las carteras… ¿Adiós a las tecnológicas?: https://www.finect.com/grupos/mapfre-am/articulos/escapar-de-la-tecnologia-donde-encontrar-rentabilidad-mas-alla-de-las-big-tech 3 razones por las que los bonos garantizados son "muy atractivos" ahora, según Nordea: https://www.finect.com/usuario/avillanuevae/articulos/3-razones-por-las-que-los-bonos-garantizados-son-muy-atractivos-ahora-segun-nordea El cobre, ¿el nuevo petróleo?: https://www.finect.com/grupos/cobas_asset_management/articulos/el-cobre-el-nuevo-petroleo Finect Talent: así fue la segunda fase del concurso: https://www.youtube.com/watch?v=J47NYPSvWW4&ab_channel=Finect-Invertirmejor

We talk with Wojtek Buczynski about whether AI will live up to its hype, AI regulation around the world, the use cases of AI in financial services, and whether general artificial intelligence is possible. Wojtek is a consultant, speaker, and AI researcher specializing in AI regulations and use cases. He was an early advocate of AI at Fidelity International, and ran a team at EY specializing in AI adoption in financial services. He is a Ph.D. candidate with Cambridge University, a CFA charter-holder, and the carries the FRM designation. What Wojtek is Reading Right Now: Scarcity: Why Having Too Little Means So Much by Eldar Shafir Wojtek's Music Recommendation: anything with rhythm, rhyme, female vocals, and profanity Connect with Wojtek: LinkedIn Read More from Wojtek: on Enterprising Investor and LinkedIn   ____ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth  

China has come out with a string of policies that are targeted to reinvigorate economic growth. Some of the policies are adding leverage to the government's balance sheet. A question that investors are asking is: how much more will China realistically spend to stimulate the economy? So far, these policies have focused on shoring up demand - unlike after the financial crisis, when China spent trillions of renminbi to expand supply. That is an importance difference because it implies policymakers remain disciplined in the way they choose to manage debt. Marty Dropkin, Head of Equities, Asia Pacific, asks Fidelity International's Director of Research for Fixed Income, Asia Pacific, Bich Nguyen, and Fixed Income Portfolio Manager, Tae Ho Ryu, about how investors should approach the issue. With an additional contribution from Portfolio Manager Olivia He. This episode was recorded on September 12th, 2024, before the most recent policy measures were announced. READ Read a summary of this episode here. Read our analysis on how China keeps its debt in order here. For a more in-depth take on China's bond market, listen to the previous podcast episode on the renminbi here.See omnystudio.com/listener for privacy information.

In crypto news today Fidelity International tokenizes money market fund on JPMorgan's Ethereum based Blockchain. DeFi Technologies adopts Bitcoin treasury strategy. HSBC China rolls out e-CNY Digital Yuan services for corporate clients

Host Helene Braun breaks down the latest news in the crypto industry from the $400 million leverage flush out to New York Attorney General Letitia James' pushback against DCG, Silbert's motions to dismiss the fraud case.To get the show every day, follow the podcast here."CoinDesk Daily" host Helene Braun breaks down the biggest headlines impacting the crypto industry today, including bitcoin and ether's reaction to the $400 million leverage flush out. Plus, Fidelity International has selected JPMorgan's Onyx Digital Assets blockchain to tokenize a money market fund and New York Attorney General Letitia James pushed back against DCG, Silbert's motions to dismiss the fraud case.-This episode was hosted by Helene Braun. “First Mover” is produced by Jennifer Sanasie and Melissa Montañez and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.