Fidelity Answers: Where should I look if I need to play defence? episode artwork

EPISODE · Jun 29, 2026 · 32 MIN

Fidelity Answers: Where should I look if I need to play defence?

from Fidelity Answers: The Investment Podcast · host Fidelity International

With AI soaking up the lion's share of investor attention (and capital), opportunities are appearing in other parts of the market to pick up quality assets at relatively attractive valuations. Seb Morton-Clark talks to Portfolio Managers Tristan Purcell and Alex Laing, and Director of Research for Fixed Income Rebecca Motta about the options for adding to defensive positions in case the near-term future proves less ebullient than the recent past. With additional contributions from healthcare analyst Emma Newey Clark.See omnystudio.com/listener for privacy information.

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Fidelity Answers: Where should I look if I need to play defence?

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This episode was published on June 29, 2026.

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With AI soaking up the lion's share of investor attention (and capital), opportunities are appearing in other parts of the market to pick up quality assets at relatively attractive valuations. Seb Morton-Clark talks to Portfolio Managers Tristan...

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