This month we’ve brought out our top brass. Portfolios managers Paul Taylor (Fidelity Australian Equities Fund), James Abela (Fidelity Future Leaders Fund) and Casey McLean (Fidelity Australian Opportunities Fund) join forces to dissect August’s reporting season. How are shifting market dynamics are changing their outlooks for 2024? and how are they stacking the odds in their favour for the year ahead?

00:52: Reporting season recap
03:22: Company cost impacts 
07:14: Consumer impacts and changing consumption behaviour
10:40: Interest rates and property
13:53: Commodities and will China bounce?
19:35: Wrap up reporting season in 3 words
21:35: Has reporting season changed the outlook?

Got questions for us? Email podcastsaustralia@fil.com

See why we’re an Aussie expert

This episode was recorded 7 September 2023. Read our full disclaimer.

This month we’ve brought out our top brass. Portfolios managers Paul Taylor (<a href="https://www.fidelity.com.au/funds/fidelity-australian-equities-fund/">Fidelity Australian Equities Fund</a>), James Abela (<a href="https://www.fidelity.com.au/funds/fidelity-future-leaders-fund/">Fidelity Future Leaders Fund</a>) and Casey McLean (<a href="https://www.fidelity.com.au/funds/fidelity-australian-opportunities-fund/">Fidelity Australian Opportunities Fund</a>) join forces to dissect August’s reporting season. How are shifting market dynamics are changing their outlooks for 2024? and how are they stacking the odds in their favour for the year ahead?
00:52: Reporting season recap 03:22: Company cost impacts  07:14: Consumer impacts and changing consumption behaviour 10:40: Interest rates and property 13:53: Commodities and will China bounce? 19:35: Wrap up reporting season in 3 words 21:35: Has reporting season changed the outlook?
Got questions for us? Email <a href="mailto:podcastsaustralia@fil.com">podcastsaustralia@fil.com</a>
<a href="https://www.fidelity.com.au/about-fidelity/aussie-expert/">See why we’re an Aussie expert</a>
This episode was recorded 7 September 2023. <a href="https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/">Read our full disclaimer.</a>

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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