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 policy and economic reset underway
- How to think about volatility as a strategic tool, not just a risk
- Why diversification is more important than ever
- Where AI disruption is already driving productivity gains
- And whether US exceptionalism still holds up
The rules are changing — are portfolios ready?
We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au.
Read our full disclaimer. This episode was recorded 18 June 2025.
See omnystudio.com/listener for privacy information.
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