Fidelity Sound BitesFidelity Sound Bites

3 Aussie experts | Stacking the odds in your favour

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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 
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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

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

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In 3 playlist(s)

  1. Fidelity Sound Bites

    29 clip(s)

  2. Fidelity Sound Bites: James Abela

    10 clip(s)

  3. Fidelity Sound Bites: Paul Taylor

    10 clip(s)

Fidelity Sound Bites

Your direct connection to some of Fidelity Australia's leading portfolio managers. Listen in every m 
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