CBA took centre stage in the 2025 reporting season and is top of mind for many Australian investors. Sell or buy more? As part of this reporting season’s recap, we’ve asked our Australian equities portfolio managers to weigh in with their views for a detailed discussion on the ASX 200’s top stock. Discover what drives CBA’s powerhouse performance, from unmatched customer loyalty and tech-forward investments like AI to overcoming the country’s most unusual credit cycle.

Our experts break down why CBA stands out as a clear market leader, how it manages challenges despite premium valuations, and what investors should watch for from Australia’s financial sector titan in the year ahead.

Learn more about investing in Australian Equities.

We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au.

Read our full disclaimer. This episode was recorded 2 September 2025.

CBA took centre stage in the 2025 reporting season and is top of mind for many Australian investors. Sell or buy more? As part of this reporting season&rsquo;s recap, we&rsquo;ve asked our Australian equities portfolio managers to weigh in with their views for a detailed discussion on the ASX 200&rsquo;s top stock. Discover what drives CBA&rsquo;s powerhouse performance, from unmatched customer loyalty and tech-forward investments like AI to overcoming the country&rsquo;s most unusual credit cycle.
Our experts break down why CBA stands out as a clear market leader, how it manages challenges despite premium valuations, and what investors should watch for from Australia&rsquo;s financial sector titan in the year ahead.
<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=1757130752693000&amp;usg=AOvVaw2oBe1KvGeh3q8v4XkiXSe1">Learn more about investing in Australian Equities</a>.
We&rsquo;d love to hear from you! Email us at&nbsp;<a href="mailto:PodcastsAustralia@fil.com">PodcastsAustralia@fil.com</a>&nbsp;with suggestions for episodes or guests. For more information on Fidelity visit&nbsp;<a href="http://fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://fidelity.com.au/&amp;source=gmail&amp;ust=1757130752693000&amp;usg=AOvVaw1lx9PIJip1nT_P2N5GQOg4">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=1757130752693000&amp;usg=AOvVaw03F1Xuym4w-qYRPg2XrV_i">Read our full disclaimer.</a>&nbsp;This episode was recorded 2 September 2025.

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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