Podcast appearances and mentions of Tom Stevenson

This week in the markets: buying the dips pays off thanks to the so-called TACO trade; but the bond yield ceiling remains in place; investors look beyond US supremacy; and will value have its moment in the sun? Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week in the markets: all eyes on bonds on both sides of the Atlantic; tariff wars are back in focus as Trump plays hard ball with Europe then backs down; and equities are squeezed by rising bond yields, high valuations and moderating earnings growth. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

In this episode, I am joined by Tom Stevenson – Investment Director at Fidelity, respected columnist, and broadcaster – for a wide-ranging and brutally honest look at the global economic storm we're all trying to navigate. From tariffs and Trump to inflation, war, and AI-driven disruption, Tom unpacks why we're entering a new era of unpredictability – one where the calm of the past few decades has well and truly ended. For leaders and organisations, the message is clear: adapt fast or risk irrelevance. Tom shares three critical strategies every leader should focus on: 1. Plan for every scenario – hope is not a strategy. 2. Diversify everything – from supply chains to markets. 3. Maintain financial flexibility – cash is still king. We also explore: • The true cost of tariffs (spoiler: growth and inflation take a hit). • The dual nature of AI – a once-in-a-generation opportunity and a massive systemic risk. • Why ESG, infrastructure, and tangible assets like gold and land are gaining renewed attention. • What a second Trump term might really mean for global trade and China. • The growing concern over digital currencies in a fragile, outage-prone world. Above all, Tom reminds us that in a world out of our control, humility, emotional intelligence, and long-term thinking are more valuable than ever. "Where The Evidence Takes Us" is available from Amazon Connect with Kevin O'Leary (Red Leadership) https://www.linkedin.com/in/kevoleary/ https://www.redleadership.co.uk/

This week in the markets: shares rise on positive China/US trade talks; the rotation out of US assets continues; hard assets return as a portfolio diversifier; and changes are on their way for the UK’s ISA. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Kicking off Season 19 with classic method sparkling wine from Trentino-Alto Adige/Südtirol: a brief history, style summary and some extras. Quick, dirty, and delicious. Resources from this episode: Books:  The Oxford Companion to Wine [5th Edition, Kindle Edition], Harding, J., Robinson, J., Thomas, T. (2023) Tom Stevenson's Champagne and Sparkling Wine Guide 2015, 6th Edition, [Kindle Edition], Stevenson, T. (2014) Websites:  Britannica: Trentino-Alto Adige/Südtirol https://www.britannica.com/place/Trentino-Alto-Adige-Sudtirol Disciplinare: Trento Doc (26 December 2020) https://www.disciplinare.it/trento-doc.html Glass in Session®: Bubbly to take us into the new year, Caruso, V. (18 December 2023) https://www.glassinsession.com/2023/12/18/bubbly-to-take-us-into-the-new-year/ La Cucina Italiana: A Trentodoc Primer - What to know about the sparkling wine from Trentino, Vercelli, V. (16 April 2021) https://www.lacucinaitaliana.com/italian-food/italian-dishes/trentodoc-the-italian-sparkling-wine-from-trentino?refresh_ce= Trento DOC: https://www.trentodoc.com/ Glass in Session Episodes Relevant to this Episode:   S9E1: Franciacorta DOCG https://glassinsession.libsyn.com/website/s9e1-franciacorta-docg S15E2: Champagne Part 2 - Grape to Glass https://glassinsession.libsyn.com/website/champagne-part-2-grape-to-glass S18E5: Lake Garda - Surrounded by Wine regions https://glassinsession.libsyn.com/website/lake-garda-surrounded-by-wine-regions-s18e5   Glass in Session® swag mentioned in this show: https://www.teepublic.com/user/glass-in-session   Glass in Session® is a registered trademark of Vino With Val, LLC. Music:  “Write Your Story” by Joystock (Jamendo.com cc_Standard License, Jamendo S.A.)

This week in the markets: shares recover their losses since ‘liberation day’; the oil price tumbles as Saudi Arabia chases market share; interest rates are in focus on both sides of the Atlantic; and a historic moment, as Warren Buffett stands down at Berkshire Hathaway. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week in the markets: shares are in limbo, stuck between hopes for a Trump put and worries about a tariff-fuelled slow down. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week in the markets: investors seek out haven assets and shun the US. Meanwhile, longer term they assess whether the 16 year bull market may have run its course. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week in the markets: shares stabilise after a week of extreme volatility; bonds and the dollar signal nervousness about US assets; and gold hits another new high. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week in the markets: Reset As investors reset expectations from tax cuts and deregulation to trade war, tariffs, inflation and possible recession, Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week in the markets: It’s Donald Trump’s Liberation Day and investors are running for cover. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

Europe is seeing a resurgence in investor interest. As President Trump's tariff policies continue to fuel concerns of an economic downturn, market participants have turned their attention beyond the US. Is there more room for international markets to rise? And which investment themes is today's guest watching closely? Joining the show today to unpack his perspectives on the global market landscape is Fidelity Investment Director Tom Stevenson. Recorded on March 19, 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.  

This week in the markets: markets stabilise after a four-week correction; the Rest of the World picks up the baton from America; and Rachel Reeves prepares for a well-flagged Spring Statement. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week in the markets: central banks set interest rates against a challenging policy, trade and economic backdrop; and investors continue to rotate out of the US. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week in the markets: the power of diversification as the Trump Bump morphs into a Trump Slump; and US inflation shows the way for the American economy Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

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.

This week in the markets: Germany steps uncertainly into a new era of independence for Europe; the Ukraine war enters its fourth, and perhaps final, year; and markets continue to rotate out of the US into Europe and China. Fidelity’s Tom Stevenson reviews the stories moving markets.See omnystudio.com/listener for privacy information.

This week in the markets: the changing shape of the Trump trade; and all eyes this week on inflation and growth. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

This week, if you had to choose an investment to buy now and not touch for the next ten years - what would it be? That’s the challenge our very own Tom Stevenson set himself recently and he’s here to tell us his findings - and the ten investments he’ll be holding for the next decade. That’s the focus today, as well as the latest ups and downs in markets. Host, Ed Monk, and his occasional guests provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

This week in the markets: another week, another tariff; inflation and growth in focus this week; but investors hang onto risk assets despite the uncertainty. Fidelity’s Tom Stevenson reviews the stories moving markets. See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets. This week in the markets: Markets shaken by the start of Trump’s trade war.See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets. This week in the markets: President Trump’s first week sent shares to new highs; but worries about an inflating stock market bubble, alongside a left-field shock from China’s AI sector, has seen the market hit the buffers.See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets. This week in the markets: markets focus on Trump’s return to the White House; earnings season gets into full swing; and gilts bounce back on weak UK data.See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets. This week in the markets: interest rate fears and high valuations cloud the equity outlook.See omnystudio.com/listener for privacy information.

This week, it’s a quarterly Investment Outlook special where we put your questions to the Outlook’s author Tom Stevenson. The questions this time suggested investors are in an upbeat mood as 2025 gets underway. Many are seeking new investment opportunities after banking gains last year, while other topics included nervousness about a second Trump term and upcoming changes to pensions. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets. This week in the markets: with the consensus uniformly bullish, can markets deliver a third consecutive year of gains?See omnystudio.com/listener for privacy information.

Fidelity’s Tom Stevenson reviews the stories moving markets. This week in the markets: 2024 ends with a bang - will 2025 be a third year of gains or the end of the party; and the final week before Christmas clears the decks with inflation and growth data and the last interest rate decisions of the year.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. In the markets this week: reading the scorecard, a month on from the US election; and France briefly pays more to borrow than Greece.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: inflation is the main focus ahead of December's rate-setting meetings; and continuing US leadership is the consensus view as investors settle on their 2025 Outlooks.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: investors position themselves for Trump 2.0 nearly two weeks after the Presidential election.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: US investors assess the Trump bump; the UK weighs up Rachel Reeves's Budget; and China stimulus disappoints.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: Investors watch nervously as a knife-edge US election approaches; markets settle after Rachel Reeves tax, spend and borrow Budget; central banks are expected to cut rates on both sides of the Atlantic; and highly rated markets in the US and India lose momentum.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: politics is in the spotlight as the UK prepares for a big tax-raising budget; America heads towards a crucial Presidential election; and Japan punishes the ruling LDP party.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets.This week in the markets: three big questions for investors: two years into the bull market, is there further to go; three weeks from the US election, does the result matter to investors; and where do interest rates end up.See omnystudio.com/listener for privacy information.

Tom Stevenson, CEO of Geneva Holdings, often says, “How can you answer the question if you don't know what to ask?” Knowing the right questions guides strategic growth and ensures you address the root of challenges, not just symptoms. Without asking the right questions you can misdiagnose problems, target the wrong market, or overlook key opportunities. For Geneva Holdings, this meant moving beyond surface-level fixes to find solutions that drove real change. The value of a partner who understands which questions to ask can be the difference between temporary adjustments and lasting transformation—allowing you to adapt, optimize, and make decisions with confidence.In this episode, we share the Client Story of Geneva Holdings and how ProCFO Partners helped bring order and strategic focus to their multi-company operations. Tom and Director of Operations Angela Hewitt join us for a conversation with Stephanie Parker, their Pro CFO, to discuss how asking the right questions brought clarity and alignment to their business. Together, they share insights on issues like how streamlining complex reporting and driving data-based decisions have enabled Geneva Holdings to grow with confidence and strategy. Learn how this partnership transformed their approach, turning strategic insights into a direction for sustainable growth. Featuring Tom Stevenson, Angela Hewitt, and Stephanie Parker.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

This week, it's a quarterly Investment Outlook special where we put your questions to the Outlook's author Tom Stevenson. The questions this time were dominated by the upcoming Budget in the UK, and what that means for pensions and savings. But not only that - we had questions on the Middle East, the US election, tech and much else besides. That's the focus today, as well as the latest ups and downs in markets. Host, Ed Monk, and his occasional guests provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: the bull run approaches its two-year anniversary; strong employment data curb US interest rate expectations; and earnings season kicks off on Friday.  See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: China posts its best week since 2008 on new stimulus; the US rally continue to broaden out; but Japan wobbles as a snap election is called.See omnystudio.com/listener for privacy information.

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Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: shares hit new highs as the Federal Reserve plays catch up on interest rates; the Bank of England holds fire; and Labour's annual conference focuses attention on October's Budget.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: interest rates are the main event with rate decisions on both sides of the pond and in Japan; gold hits a new high; and markets settle after the summer squalls.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: bond yields send mixed messages about the health of the economySee omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: political, economic and market risks are in focus after a rollercoaster summer for investors.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: Nvidia's latest results will be watched closely; the oil price is in focus as geo-political risks mount; inflation remains under the spotlight on both sides of the Atlantic; and gold sits at an all-time high.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: shares regain the prior week's losses in a ‘blink and you missed it' correction; and all eyes are on the Jackson Hole symposium for clues on US interest rates.  See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: lessons from last week's blink and you missed it volatility; inflation in focus; and earnings season comes to a positive close.See omnystudio.com/listener for privacy information.

Fidelity's Tom Stevenson reviews the stories moving markets. This week in the markets: interest rates are in focus on both sides of the Atlantic; shares continue to rotate out of the Magnificent Seven and into smaller companies; and earnings season gets into full swing.See omnystudio.com/listener for privacy information.

‘The world is growing more dangerous' warns the Conservative manifesto, which puts security at the heart of its pitch. The Labour manifesto, on the other hand, doesn't mention the world beyond the UK at all in its five ‘missions'. Are the Tories simply being honest with voters, or trying to distract from their domestic record? In this episode, James Butler is joined by Tom Stevenson and Iona Craig to discuss the challenges facing the next foreign secretary, from Gaza to the pressures of a possible Trump presidency. Labour's current approach seems to promise ‘Blair without the Iraq War', but how far will this allow UK foreign policy to depart from its normal attitude of subservience to the United States?Read more in the LRB:Tom Stevenson on diplomacy: https://lrb.me/stevensonelectionpodJames Butler's latest election post: https://www.lrb.co.uk/blog/2024/june/new-order Hosted on Acast. See acast.com/privacy for more information.

In part 2, journalist Tom Stevenson discusses the nuclear threat posited by the ongoing war in Ukraine, with Russia recently staging tactical nuclear exercises close to the Ukrainian border, allegedly in response to provocative statements made by U.K.'s Foreign Secretary David Cameron endorsing Ukraine's potential use of British-supplied weapons to strike Russian territory.  He also breaks down Israel's destructive aims in Gaza and why certain bloody conflicts, such as the war in Tigray, have been forgotten.

The post-World War II era was characterized by decolonization in Asia and Africa, with resistance movements leading to the unraveling of the British empire in colonies such as former British Kenya, where the Mau Mau launched a lengthy uprising between 1952-1960, as well as in former British India, with the dissolution of the British Raj and creation of an independent India and Pakistan in 1947. Journalist Tom Stevenson provides historical examples illustrating how the rise of American hegemony following the decline of Britain's imperial power was bolstered by British foreign policy at every juncture.