Episodes
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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 underestimating just how far the Fed might go with rate cuts—and what that means for yields, credit spreads, and positioning in today’s environment. We also break down the macro environment including how investors can navigate the swings in volatility.Discover more on why now is the time for bonds
We’d love to hear from you! Email us at [email protected] with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au.
Read our full disclaimer. This episode was recorded 19 May 2025
See omnystudio.com/listener for privacy information.
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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 attractive investment destination, why they’re keeping their cool around the current market upheaval, and the surprising market deviation for small and mid-caps from past sell offs.
Find out more about the Fidelity Global Future Leaders Active ETF.
We’d love to hear from you! Email us at [email protected] with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au.
Read our full disclaimer. This episode was recorded 22 April 2025.
See omnystudio.com/listener for privacy information.
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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, India's growth and innovation, and Brazil's unique interest rate environment and the opportunities in the region.
Read our full disclaimer.
We’d love to hear from you
Email us at [email protected] or visit fidelity.com.au for more information on Fidelity or Fidelity products.This episode was recorded 19 March 2025.
See omnystudio.com/listener for privacy information.
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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 Mining Analyst, to break down the last month of company reporting results. Our speakers/guests/team cover topics including CoStar’s bid on Domain, Wisetech, a possible rotation favouring miners over the banks, and a ‘less worse’ outlook for China, and what that means for the Australian market. Find out how they are using the data analysis from this reporting season to find potential gains in these turbulent times.
We’d love to hear from you
Email us at [email protected] or visit fidelity.com.au for more information on Fidelity or Fidelity products.This episode was recorded 6 March 2025. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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, Portfolio Manager for Fidelity’s Transition Materials Strategy, and Sam Heithersay, Australian Mining Analyst. They examine how Australian miners could be affected by the repeal of the Inflation Reduction Act (IRA) and what the potential outcomes for new tariffs on aluminium and steel mean for producers. They also discuss opportunities for investors outside of net zero including India’s growth and Artificial Intelligence (AI).
We’d love to hear from you
Email us at [email protected] or visit fidelity.com.au for more information on Fidelity or Fidelity products.This episode was recorded 20 February 2024. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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 Japan's economic resurgence.
Learn more about the Fidelity Japan Equities Fund or email us at [email protected]
This episode was recorded 27 November 2024. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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 listeners, we are running our annual Christmas competition. All you have to do is listen to the episode and use the hints the guys have given to guess their costumes for this years’ Fidelity Christmas party. You can find a picture on our LinkedIn and Facebook pages, or head to our website here. First with the correct answer wins a $100 Westfields voucher. Good luck!
See omnystudio.com/listener for privacy information.
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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 at the impact of tariffs on inflation, China's economic stimulus measures, and the broader implications for markets and equity sectors. Salman also shares his insights on the risks to our previous soft-landing scenario and why he is optimistic about equity markets amidst the evolving economic landscape.
We’d love to hear from you! If you have any topics or speakers you would like to see on the show, email us at [email protected]
Get the latest insights from Fidelity
This episode was recorded 7 November 2024.
Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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 interest rates and their impact on the Aussie market, plus a surprising stock benefitting from the Chinese consumption theme.
Want more? Discover the Fidelity Australian High Conviction Active ETF
This episode was recorded 1 October 2024.
Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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 uncovering which companies are thriving, which are struggling, the surprising market dynamics playing out and the challenges the ASX may face as we head into 2025.
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Get the latest insights from Fidelity
See why we’re an Aussie expertFunds
Fidelity Australian Equities Fund
Fidelity Future Leaders Fund
Fidelity Australian Opportunities FundThis episode was recorded 4 September 2024. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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 TSMC and Tencent.
Want more? Discover the Fidelity Asia Active ETF
This episode was recorded 5 July 2024.
*As at 30 June 2024. Past performance information provided in this podcast is not a reliable indicator of future performance.
Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. . Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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 AI and tech has been overplayed, and signs from a contrarian view that may mean China is attractive again.
Learn more about Fidelity and our 400+ investment experts at fidelity.com.au
This episode was recorded 14 May 2024.
Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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:FEMX) discusses some of these, including the shift to India for global supply chains and the rise of the domestic consumer of India.
We’re also really excited to let you know we recently won the Financial Standard MAX Awards Podcast of the Year 2024! Congratulations to Lukasz and the team.
Discover the Fidelity India Active ETF
This episode was recorded 20 March 2024.
Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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 superpower, and the drivers behind Japan's reawakening.
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Get the latest insights from FidelityThis episode was recorded 15 April 2024.
Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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 [email protected] with your topics and questions and we will answer them in our episodes.
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Get the latest insights from FidelityThis episode was recorded 4 March 2024.
Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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 incredible growth, but with less ‘unknowns’ than the smaller end of town.
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Fidelity Global Future Leaders Fund
Get the latest insights from FidelityThis episode was recorded 5 March 2024.
Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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 precious commodity, you can jump ahead by using the time stamps below. Otherwise you may want to consider listening at 1.25-1.5x.
Episode guide
01.30 Lessons from the last 40 years of investing
03.37 What is a soft landing and how does this impact the outlook?
08:31 What should investors consider regarding inflation?
14:22 How will wage inflation play out for companies?
18:35 The outlook for interest rate cuts
25:14 Will corporate activity pick up in Australia?
29.12 Investment opportunities in China
39:16 US elections and the implications for markets
44:28 Investment opportunities for 2024
Want to know more about the Fidelity Analyst Survey and our findings for 2024? Read it here
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See why we’re an Aussie expertThis episode was recorded 9 February 2024.
Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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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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Get the latest insights from Fidelity
See why we’re an Aussie expertFunds
Fidelity Australian Equities Fund
Fidelity Future Leaders Fund
Fidelity Global Future Leaders Fund
Fidelity Australian Opportunities FundThis episode was recorded 7 December 2023.
Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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In this episode Lukasz de Pourbaix is joined by our powerhouse of Aussie Portfolio Managers, Paul Taylor, James Abela and Casey McLean to break down 2023: What went right, what went wrong and has this made them bullish or bearish going into 2024?
Quick Links
Get the latest insights from Fidelity
See why we’re an Aussie expertFunds
Fidelity Australian Equities Fund
Fidelity Future Leaders Fund
Fidelity Australian Opportunities FundThis episode was recorded 7 December 2023. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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A once in a hundred-year event seems to be happening every other month these days, with threats of recession and intensifying geopolitical tensions. What’s an investor to do?
This month Lukasz de Pourbaix is joined by Portfolio Managers, Paul Taylor and James Abela as they look back previous periods of crisis and uncertainty and discuss their playbook on finding opportunity amidst the current volatility.
Got questions for us? Email [email protected]
Quick Links
Get the latest insights from Fidelity
See why we’re an Aussie expertFunds
Fidelity Australian Equities Fund
Fidelity Future Leaders Fund
Fidelity Global Future Leaders FundThis episode was recorded 8 November 2023. Read our full disclaimer.
See omnystudio.com/listener for privacy information.
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