Fidelity Sound Bites
Fidelity Sound Bites
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.Social links:
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Beyond India’s elections
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 b…
22:08
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…
21:21
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…
22:06
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 fo…
23:33
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 th…
50:13
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? Quick Links Get the latest insights from Fidelity See why we’re an Aussie expert Funds Fidelity A…
25:52
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 Links Get the latest insights from Fidelity S…
29:05
An investor’s playbook to global unrest
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 perio…
23:24
James Abela | The unloved darling of small caps
It’s an unusual time for markets. Just when it looked like we could pop the champagne, September swiftly put it back on ice as “Australia’s slowest recession” continues to plod all the way to the bottom. However, for active fund managers like James Abela, these dislocations are where they find the …
16:16
Paul Taylor | Wise men say, only fools rush in… to Ozempic
Elvis may have been talking about love, but can’t the same be said for markets? GLP1 drugs like Ozempic’s success in the weight loss arena have disrupted the healthcare sector. Most notably ResMed, whose stock price plummeted on the back of predicted decreased demand. But where there is disruption …
19:42