Fidelity Sound Bites – Détails, épisodes et analyse

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Fidelity Sound Bites

Fidelity Australia

Business & Entrepreneuriat

Fréquence : 1 épisode/21j. Total Éps: 41

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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Bonds are back: The Fed may cut more than you think

Saison 1 · Épisode 34

vendredi 23 mai 2025 • Durée 20:04

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 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 19 May 2025

See omnystudio.com/listener for privacy information.

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The end of US exceptionalism: Myth or reality?

Saison 1 · Épisode 36

dimanche 27 avril 2025 • Durée 21:17

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 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 22 April 2025.

See omnystudio.com/listener for privacy information.

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Should you believe the market on AI? And a veteran Investor’s lessons from 10 years investing in Asia

Saison 1 · Épisode 27

samedi 3 août 2024 • Durée 21:08

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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Inside the mind of a short seller

Saison 1 · Épisode 26

dimanche 14 juillet 2024 • Durée 21:58

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.

See omnystudio.com/listener for privacy information.

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Beyond India’s elections

Saison 1 · Épisode 25

dimanche 9 juin 2024 • Durée 22:09

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.

See omnystudio.com/listener for privacy information.

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Are China and Japan having a renaissance?

Saison 1 · Épisode 24

dimanche 28 avril 2024 • Durée 21:21

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.

See omnystudio.com/listener for privacy information.

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BONUS | How can real estate save 200 flights between London and New York?

Saison 1 · Épisode 23

dimanche 7 avril 2024 • Durée 22:06

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.

See omnystudio.com/listener for privacy information.

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Searching for the next Magnificent 7

Saison 1 · Épisode 22

mardi 12 mars 2024 • Durée 23:34

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
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This episode was recorded 5 March 2024.

See omnystudio.com/listener for privacy information.

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Insights from a CIO: Elections, China and interest rates

Saison 1 · Épisode 21

jeudi 15 février 2024 • Durée 50:13

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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Get the latest insights from Fidelity
See why we’re an Aussie expert

This episode was recorded 9 February 2024.

Elections, stocks and AI: Our 'crystal ball' for the year ahead

Saison 1 · Épisode 20

mercredi 3 janvier 2024 • Durée 25:52

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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See why we’re an Aussie expert

Funds
Fidelity Australian Equities Fund
Fidelity Future Leaders Fund
Fidelity Global Future Leaders Fund
Fidelity Australian Opportunities Fund

This episode was recorded 7 December 2023.

See omnystudio.com/listener for privacy information.

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