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>

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.

Advertisement