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.

Fidelity Sound Bites

Fidelity Sound Bites: James Abela

Fidelity Sound Bites: Paul Taylor

3 Aussie experts | Stacking the odds in your favour

Donald Trump is the 47th president of the United States, in a landslide victory for the Republican party. As markets get more certainty, what are the potential impacts of macroeconomic policies, tariffs, and global trade dynamics for investors?

We are excited this month to bring you Fidelity’s Global Head of Macro and Strategic Allocation, Salman Ahmed, to discuss the implications of the recent US election results looking closely at the impact of tariffs on inflation, China's economic stimulus measures, and the broader implications for markets and equity sectors. Salman also shares his insights on the risks to our previous soft-landing scenario and why he is optimistic about equity markets amidst the evolving economic landscape.

We’d love to hear from you! If you have any topics or speakers you would like to see on the show, email us at podcastsaustralia@fil.com

Get the latest insights from Fidelity

This episode was recorded 7 November 2024. 

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.

Donald Trump is the 47th president of the United States, in a landslide victory for the Republican party. As markets get more certainty, what are the potential impacts of macroeconomic policies, tariffs, and global trade dynamics for investors?
We are excited this month to bring you Fidelity’s Global Head of Macro and Strategic Allocation, Salman Ahmed, to discuss the implications of the recent US election results looking closely at the impact of tariffs on inflation, China's economic stimulus measures, and the broader implications for markets and equity sectors. Salman also shares his insights on the risks to our previous soft-landing scenario and why he is optimistic about equity markets amidst the evolving economic landscape.
We’d love to hear from you! If you have any topics or speakers you would like to see on the show, email us at <a href="mailto:podcastsaustralia@fil.com?subject=Sound%20Bites">podcastsaustralia@fil.com</a>
<a href="https://www.fidelity.com.au/#insights-form" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/%23insights-form&amp;source=gmail&amp;ust=1731119989374000&amp;usg=AOvVaw3M44rYLJOmljobBkBQfnXb">Get the latest insights from Fidelity</a>
This episode was recorded 7 November 2024. 
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 <a href="http://www.fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://www.fidelity.com.au/&amp;source=gmail&amp;ust=1731119989374000&amp;usg=AOvVaw1xmErBcQC0cgZ7UCic2Uns">PDS</a> and <a href="http://www.fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://www.fidelity.com.au/&amp;source=gmail&amp;ust=1731119989374000&amp;usg=AOvVaw1xmErBcQC0cgZ7UCic2Uns">TMD</a> at <a href="http://fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://fidelity.com.au&amp;source=gmail&amp;ust=1731119989374000&amp;usg=AOvVaw0XAAG6DqaTtS0rWMMs4DpM">fidelity.com.au</a>.  <a href="https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/&amp;source=gmail&amp;ust=1731119989374000&amp;usg=AOvVaw2iETESaMI-eQ3apZECiO7J">Read our full disclaimer.</a>

Trump wins: Tariffs, inflation and the road ahead

https://api.omny.fm/orgs/ad231410-8be4-423a-9ebf-add700363fba/clips/1b73d512-6214-437e-b8f3-b222002d03d9/transcript

Roughly 70% of the returns driven by the ASX year-to-date can be traced back to six Aussie stocks - Four banks, two miners, a consumer discretionary and a real estate company. But how does China's largest stimulus package since 2015 impact those returns going forward?

This month join Lukasz and Casey McClean, PM for the Fidelity Australian High Conviction Fund and Active ETF as the cover Australia’s magnificent six, the outlook for interest rates and their impact on the Aussie market, plus a surprising stock benefitting from the Chinese consumption theme.

Want more? Discover the Fidelity Australian High Conviction Active ETF

This episode was recorded 1 October 2024.

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.

Roughly 70% of the returns driven by the ASX year-to-date can be traced back to six Aussie stocks - Four banks, two miners, a consumer discretionary and a real estate company. But how does China's largest stimulus package since 2015 impact those returns going forward?
This month join Lukasz and Casey McClean, PM for the <a href="https://www.fidelity.com.au/funds/fidelity-australian-high-conviction-fund/?utm_campaign=2024_smart-choice&amp;utm_medium=owned_podcast&amp;utm_source=shownotes&amp;utm_term=fund&amp;utm_content=australian-high-conviction" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-australian-high-conviction-fund/?utm_campaign%3D2024_smart-choice%26utm_medium%3Downed_podcast%26utm_source%3Dshownotes%26utm_term%3Dfund%26utm_content%3Daustralian-high-conviction&amp;source=gmail&amp;ust=1728969714341000&amp;usg=AOvVaw3xnvUeb30gyO4lEAjwFELN">Fidelity Australian High Conviction</a> Fund and <a href="https://www.fidelity.com.au/funds/fidelity-australian-high-conviction-active-etf/?utm_campaign=2024_smart-choice&amp;utm_medium=owned_podcast&amp;utm_source=shownotes&amp;utm_term=fund&amp;utm_content=australian-high-conviction" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-australian-high-conviction-active-etf/?utm_campaign%3D2024_smart-choice%26utm_medium%3Downed_podcast%26utm_source%3Dshownotes%26utm_term%3Dfund%26utm_content%3Daustralian-high-conviction&amp;source=gmail&amp;ust=1728969714341000&amp;usg=AOvVaw0JSsk4iF7hUNyz4CiVflKY">Active ETF</a> as the cover Australia’s magnificent six, the outlook for interest rates and their impact on the Aussie market, plus a surprising stock benefitting from the Chinese consumption theme.
Want more? Discover the <a href="https://www.fidelity.com.au/funds/fidelity-australian-high-conviction-active-etf/?utm_campaign=2024_smart-choice&amp;utm_medium=owned_podcast&amp;utm_source=shownotes&amp;utm_term=fund&amp;utm_content=australian-high-conviction" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-australian-high-conviction-active-etf/?utm_campaign%3D2024_smart-choice%26utm_medium%3Downed_podcast%26utm_source%3Dshownotes%26utm_term%3Dfund%26utm_content%3Daustralian-high-conviction&amp;source=gmail&amp;ust=1728969714341000&amp;usg=AOvVaw0JSsk4iF7hUNyz4CiVflKY">Fidelity Australian High Conviction Active ETF</a>
This episode was recorded 1 October 2024.
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 <a href="http://www.fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://www.fidelity.com.au/&amp;source=gmail&amp;ust=1728969714341000&amp;usg=AOvVaw1bWc-rRYLINSuuMNLj215h">PDS</a> and <a href="http://www.fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://www.fidelity.com.au/&amp;source=gmail&amp;ust=1728969714341000&amp;usg=AOvVaw1bWc-rRYLINSuuMNLj215h">TMD</a> at <a href="http://fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://fidelity.com.au/&amp;source=gmail&amp;ust=1728969714341000&amp;usg=AOvVaw1KDRpXhBAL7fWpa1n7e8N-">fidelity.com.au</a>. <a href="https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/&amp;source=gmail&amp;ust=1728969714341000&amp;usg=AOvVaw0S6POAfytetAfw9eXaIp54">Read our full disclaimer.</a>

Australia's Magnificent Six?

While the issue of inflation remains the same, this year it appears the winners are different. From Coles reducing theft to Wise Tech, Pro Medicus, and REA Group leading the charge toward efficiency, tech and tech-savvy companies are driving productivity across industries and helping fight rising costs. But that’s not all our Aussie PM’s came away with from reporting season.

Paul Taylor, James Abela and Casey McLean are back and uncovering which companies are thriving, which are struggling, the surprising market dynamics playing out and the challenges the ASX may face as we head into 2025.

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

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

This episode was recorded 4 September 2024. Read our full disclaimer.

While the issue of inflation remains the same, this year it appears the winners are different. From Coles reducing theft to Wise Tech, Pro Medicus, and REA Group leading the charge toward efficiency, tech and tech-savvy companies are driving productivity across industries and helping fight rising costs. But that’s not all our Aussie PM’s came away with from reporting season.
Paul Taylor, James Abela and Casey McLean are back and uncovering which companies are thriving, which are struggling, the surprising market dynamics playing out and the challenges the ASX may face as we head into 2025.
Quick Links <a href="https://www.fidelity.com.au/#insights-form" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/%23insights-form&amp;source=gmail&amp;ust=1725611840694000&amp;usg=AOvVaw0bit6wjv3V8mkLNeSC9Pfx">Get the latest insights from Fidelity</a> <a href="https://www.fidelity.com.au/about-fidelity/aussie-expert/" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/about-fidelity/aussie-expert/&amp;source=gmail&amp;ust=1725611840694000&amp;usg=AOvVaw3V5oF0htvZwvDTvrupDoAP">See why we’re an Aussie expert</a>
Funds <a href="https://www.fidelity.com.au/funds/fidelity-australian-equities-fund/?utm_campaign=AEQ&amp;utm_medium=owned_podcast&amp;utm_source=Podcast-provider&amp;utm_term=Topical&amp;utm_content=Show-notes" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-australian-equities-fund/?utm_campaign%3DAEQ%26utm_medium%3Downed_podcast%26utm_source%3DPodcast-provider%26utm_term%3DTopical%26utm_content%3DShow-notes&amp;source=gmail&amp;ust=1725611840694000&amp;usg=AOvVaw1BU9YPAQU0GyqXstkHmbMq">Fidelity Australian Equities Fund</a> <a href="https://www.fidelity.com.au/funds/fidelity-future-leaders-fund/?utm_campaign=AEQ&amp;utm_medium=owned_podcast&amp;utm_source=Podcast-provider&amp;utm_term=Topical&amp;utm_content=Show-notes" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-future-leaders-fund/?utm_campaign%3DAEQ%26utm_medium%3Downed_podcast%26utm_source%3DPodcast-provider%26utm_term%3DTopical%26utm_content%3DShow-notes&amp;source=gmail&amp;ust=1725611840694000&amp;usg=AOvVaw1bJn42iPFPCiIqKZWysT-T">Fidelity Future Leaders Fund</a> <a href="https://www.fidelity.com.au/funds/fidelity-australian-opportunities-fund/?utm_campaign=AEQ&amp;utm_medium=owned_podcast&amp;utm_source=Podcast-provider&amp;utm_term=Topical&amp;utm_content=Show-notes" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-australian-opportunities-fund/?utm_campaign%3DAEQ%26utm_medium%3Downed_podcast%26utm_source%3DPodcast-provider%26utm_term%3DTopical%26utm_content%3DShow-notes&amp;source=gmail&amp;ust=1725611840694000&amp;usg=AOvVaw0wYOQP12h1Psg9nzoNSmVR">Fidelity Australian Opportunities Fund</a>
This episode was recorded 4 September 2024. <a href="https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/disclaimers/fidelity-sound-bites-podcast-disclaimer/&amp;source=gmail&amp;ust=1725611840694000&amp;usg=AOvVaw3Th6hnCUakpdpVAoXqvEVt">Read our full disclaimer.</a>

3 Aussie experts | Stacking the odds in your favour

Fidelity Sound Bites: Paul Taylor

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