Fidelity Sound Bites

From shifting tariff regimes to the end of US exceptionalism, and the real-world impact of AI — markets are being reshaped in real time. Staying ahead means understanding how these forces connect — and how they’ll affect long-term wealth outcomes.

Fidelity’s Global Equities CIO, Niamh Brodie-Machura, joins Lukasz de Pourbaix to unpack what this global rewiring means for investors:

• The global poli...

Bonds are back in the spotlight—and this time, they’re offering more than just stability. With global volatility rising, U.S. tariffs in play, and the Fed’s (Federal Reserve) next move up for debate, Harry Hardy, Investment Director for the Fidelity Global Bond Fund unpacks why fixed income deserves a fresh look.

In this episode discover our contrarian view and why we believe the market is underes...

As markets begin to breathe a little easier on the news of a pause on tariffs, many investors may be looking into the intriguing narrative surrounding the end of US exceptionalism. But it may not be all it seems, at least for now.

This month we have Co-Portfolio Managers for the Fidelity Global Future Leaders Fund and Active ETF, James Abela and Maroun Younes join Lukasz where they discuss why they think US remains an extremely att...

China has experienced a 40% increase in its stock market over the last 12 months, and India is pushing ahead with reforms and measures aimed at boosting growth, so could it be time for investors to revisit emerging markets?

In this episode, Amit Goel, Portfolio Manager for the Fidelity Emerging Markets and India Funds explores the dynamic market changes in China, including the stabilisation of property market and consumer recovery,...

Volatility was the name of the game defining the latest reporting season. As investors grapple with disparities across market caps and sectors, could these chaotic conditions signal a shift in investment strategies?

This month we have our experts Casey McLean, Portfolio Manager for the Fidelity High Conviction Fund and Active ETF, Clare Coleman, Australian Tech and Diversified Financials Analyst and Sam Heithersay, our Australian M...

As a key part of net zero, mining is at the heart of the energy transition as producers require vast amounts of materials like lithium, copper and nickel needed. But it’s only the scale of the materials that we need, it's also the speed at which we need them to meet this huge demand.

This month Daniela Jaramillo, Head of Sustainability Solutions speaks with two Fidelity experts on transition materials - Oliver Hextall, Portfo...

This month Min Zeng the Portfolio Manager for the Fidelity Japan Equities Fund sat down with Lukasz to explore the profound changes in Japan's market dynamics, shedding light on the historic shift from a deflationary environment to a rising inflation trend.

Listen in as our experts dissect the impact of this transformation on corporate governance, consumer behaviour, and Min shares his insights into opportunities for investors for ...

As another year wraps up, our Australian equities portfolio managers; Paul Taylor, James Abela and Casey McLean reflect on 2024 and answer some of the pressing questions as we head into the second half of the 2020’s: Will tech continue to rally? Will any sectors be safe from tariffs? Or will 2025 be the year resources beat out the banks? Listen to our final episode of the year to find out.

As a little Christmas gift to our listener...

Donald Trump is the 47th president of the United States, in a landslide victory for the Republican party. As markets get more certainty, what are the potential impacts of macroeconomic policies, tariffs, and global trade dynamics for investors?

We are excited this month to bring you Fidelity’s Global Head of Macro and Strategic Allocation, Salman Ahmed, to discuss the implications of the recent US election results looking closely a...

Roughly 70% of the returns driven by the ASX year-to-date can be traced back to six Aussie stocks - Four banks, two miners, a consumer discretionary and a real estate company. But how does China's largest stimulus package since 2015 impact those returns going forward?

This month join Lukasz and Casey McClean, PM for the Fidelity Australian High Conviction Fund and Active ETF as the cover Australia’s magnificent six, the outlook for...

While the issue of inflation remains the same, this year it appears the winners are different. From Coles reducing theft to Wise Tech, Pro Medicus, and REA Group leading the charge toward efficiency, tech and tech-savvy companies are driving productivity across industries and helping fight rising costs. But that’s not all our Aussie PM’s came away with from reporting season.

Paul Taylor, James Abela and Casey McLean are back and un...

Anthony Srom, Portfolio Manager for the Fidelity Asia Fund admits how he views the world is a little different, but this may be his superpower when it comes to outperforming the index for nearly a decade*. So what has shaped this veteran investor to ask the questions others aren’t?

In this episode Anthony discusses how investors may be getting it wrong on AI, 10 years of lessons and bubbles in Asia, and looking outside Asian giants...

Being a contrarian investor is no walk in the park; when all signs point left, a contrarian’s first instinct is to look right. So, what does it take to short a stock?

This month, Lukasz de Pourbaix gets inside the mind of contrarian Portfolio Manager, Dmitry Solomakhin to explore why this type of distinct investing is so fascinating. They walk you through how Dmitry finds and shorts companies in deep water, whether the hype around ...

Indians took to the polls last week in the world’s largest election where 642 million votes were cast. Modi’s BJP-led alliance won by a thin majority after which markets saw the Nifty 50 to dip (and then bounce back). But is this all just short-term noise when there are long-term opportunities to be found?

In this month’s episode Amit Goel, Portfolio Manager for the Fidelity India and Global Emerging Markets Funds (ASX:FIIN and ASX...

China's market performance has been challenged lately, but sentiment looks to be turning around. Japan’s stock market barely grew for decades, but it's now on the up. What's changed?

In this episode Lukasz and Fidelity’s Head of Equities, Asia Pacific, Marty Dropkin take a closer look at China and Japan, uncovering what our analysts on-the-ground are actually seeing. They dive into what investors may be missing when it comes to the...

UNSUNG FACT: Real estate accounts for around 40% of carbon emissions globally. So what’s the investable opportunity for investors?

In this bonus episode we have Fidelity’s Head of Real Estate Solutions, Adrian Benedict talking to Lukasz about what he calls a ‘win-win’ for investors, something many of the large super funds have already realised.

We’d love to hear from you. Email us at podcastsaustralia@fil.com with your topics and q...

Is the era of the magnificent 7 over? Markets watched as the fortunes of the latest tech-gang diverged in recent weeks, but as an investor how can you find the next ‘cool kids on the block’?

Listen in this month as our global mid-cap managers, James Abela and Maroun Younes uncover how they hunt for future mega-caps. These ‘goldilocks’ stocks as they call them, don’t dominate headlines like the Magnificent 7 but have seen the same i...

In this special and longer-than-usual episode, we get inside the heads of Andrew McCaffery, Fidelity’s Global CIO and Paul Taylor, Head of Investments in Australia to take us through how we’re currently seeing the world reflect on our latest Analyst Survey. Is China still investable? What may be the global ramifications from the upcoming US elections? And where do we think interest rates will finally land?

Because we know time is a...

It’s a new year, but is it a new market? The guys are back with their thoughts on what 2024 has in store. Will elections go to plan? What stocks are they picking? And what does AI have to do with it?

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