28 episodes
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.
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Are China and Japan having a renaissance?
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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This episode was recorded 15 April 2024. Read our full disclaimer.
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BONUS | How can real estate save 200 flights between London and New York?
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 questions and we will answer them in our episodes.
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This episode was recorded 4 March 2024. Read our full disclaimer.
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Searching for the next Magnificent 7
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.
Quick LinksFidelity Global Future Leaders FundGet the latest insights from Fidelity
This episode was recorded 5 March 2024. Read our full disclaimer.
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Insights from a CIO: Trump, China and interest rates
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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This episode was recorded 9 February 2024. Read our full disclaimer.
See omnystudio.com/listener for privacy information. -
Elections, stocks and AI: Our 'crystal ball' for the year ahead
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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FundsFidelity Australian Equities FundFidelity Future Leaders FundFidelity Global Future Leaders FundFidelity Australian Opportunities Fund
This episode was recorded 7 December 2023. Read our full disclaimer.
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Has 2023 set us up for a bullish or bearish 2024?
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 LinksGet the latest insights from FidelitySee why we’re an Aussie expert
FundsFidelity Australian Equities FundFidelity Future Leaders FundFidelity Australian Opportunities Fund
This episode was recorded 7 December 2023. Read our full disclaimer.
See omnystudio.com/listener for privacy information.