Fidelity Sound Bites

Fidelity Australia
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Your direct connection to some of Fidelity Australia's leading portfolio managers. Listen in every month as they tell you what’s on their mind when it comes to markets and, their portfolios, as well as special topical bonus episodes.

  1. 2026 Outlook: Rotations, resources and re-ratings

    12/16/2025

    2026 Outlook: Rotations, resources and re-ratings

    Will sector rotations and AI themes reshape global markets in 2026? And how will valuation shifts and re-ratings influence where investors find growth and opportunity?   In this episode of Fidelity Sound Bites, Paul Taylor, Zara Lyons, and James Abela explore the forces set to define the year ahead - from the momentum in resources and small caps to evolving valuation dynamics across sectors. They also dive into productivity trends, the implications for Australian equities, and share bold predictions for what could be a year of broader market dispersion and fresh opportunities. See omnystudio.com/listener for privacy information.

    30 min

  2. 11/12/2025

    Open AI, Amazon, NVIDIA: Bubble or breakthrough?

    Everyone’s calling this the bubble before it bursts - and that’s a first. In this episode, Maroun Younes joins Lukasz de Pourbaix to unpack the AI boom led by mega-cap giants. Are we witnessing a historic overreach or the early innings of a structural revolution? Tune in for a candid look at valuations, capex, and the physics behind the hype and how investors can tackle this next tech era. --------------------------------------------------------------------- Explore our insights on the AI Boom and how investors can navigate this next tech era. Learn more about the Fidelity Global Future Leaders Fund and Active ETF 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 6 November 2025. See omnystudio.com/listener for privacy information.

    20 min

  3. 10/03/2025

    Asia: From factories to tech powerhouse

    Twenty years ago, Asia was the world’s factory floor. Today, it’s powering the future of EVs, semiconductors, and AI. Join Fidelity’s Gary Monaghan and Lukasz de Pourbaix as they unpack how the region has evolved, what’s stayed the same, and where the biggest opportunities lie for the years ahead. Want more? Discover the Fidelity Asia Fund and ETF 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 3 July 2025. See omnystudio.com/listener for privacy information.

    27 min
  4. BONUS | Australia's banking giant: Why CBA continues to lead

    09/05/2025

    BONUS | Australia's banking giant: Why CBA continues to lead

    CBA took centre stage in the 2025 reporting season and is top of mind for many Australian investors. Sell or buy more? As part of this reporting season’s recap, we’ve asked our Australian equities portfolio managers to weigh in with their views for a detailed discussion on the ASX 200’s top stock. Discover what drives CBA’s powerhouse performance, from unmatched customer loyalty and tech-forward investments like AI to overcoming the country’s most unusual credit cycle. Our experts break down why CBA stands out as a clear market leader, how it manages challenges despite premium valuations, and what investors should watch for from Australia’s financial sector titan in the year ahead. Learn more about investing in Australian Equities. 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 2 September 2025. See omnystudio.com/listener for privacy information.

    14 min

  5. 09/04/2025

    Reporting season recap: Decoding market dispersions

    Results are in, and dispersion is rewriting the rules on the ASX. We’ve brought together an expert panel to unpack what’s fuelling the wild swings between winners and losers this reporting season. Discover how macro trends, AI innovation and shifting consumer confidence are reshaping valuations, sector rotations and growth prospects for Australian companies. This episode reveals what’s moving the market, who’s thriving and where opportunity (or risk) is hiding for investors right now. Learn more about investing in Australian Equities. 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 2 September 2025. See omnystudio.com/listener for privacy information.

    31 min

  6. 08/14/2025

    Beyond human bias: The systematic advantage

    Systematic investing often gets lumped in with opaque, black-box quant models that seem impossible to explain. But the best strategies can be anything but mysterious. At their core, they’re about applying consistent rules, managing risk with discipline, and making decisions driven by data. So how can incorporating systematic strategies help strip out bias and improve portfolio consistency?This month Lukasz speaks with Matt Jones, Portfolio Manager for Fidelity’s Global Systematic strategies where they discuss the systematic advantage - a process that’s rules-based, risk-aware, and adaptable to multiple investment styles. Discover how they can achieve more consistent results, meet transparency demands, and better align with portfolio objectives. 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 6 August 2025. See omnystudio.com/listener for privacy information.

    17 min

  7. 07/16/2025

    Asia vs the world: Why liquidity could shift East

    With Japan shifting monetary gears and global liquidity in flux, could capital rotate from developed markets back into Asia? We’re very lucky this month to have special host, James Gruber, Editor for investment newsletter Firstlinks who sat down with Fidelity’s Asia expert, Anthony Srom where they discuss a scenario few investors are pricing in. They also discuss why Anthony thinks China is no longer ‘uninvestable’, his contrarian plays for ASEAN markets and Indian financials and why he’s not buying into the hype of AI. Learn more about the Fidelity Asia Active ETF. 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 3 July 2025. See omnystudio.com/listener for privacy information.

    20 min

  8. 06/19/2025

    CIO Outlook: The global rewiring is underway

    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.

    18 min
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About

Your direct connection to some of Fidelity Australia's leading portfolio managers. Listen in every month as they tell you what’s on their mind when it comes to markets and, their portfolios, as well as special topical bonus episodes.

Information

  • Creator
    Fidelity Australia
  • Years Active
    2023 - 2025
  • Episodes
    49
  • Rating
    Clean
  • Show Website
    Fidelity Sound Bites

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