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.

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?
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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.

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.

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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