From shifting tariff regimes to the end of US exceptionalism, and the real-world impact of AI — markets are being reshaped in real time. Staying ahead means understanding how these forces connect — and how they’ll affect long-term wealth outcomes.

Fidelity’s Global Equities CIO, Niamh Brodie-Machura, joins Lukasz de Pourbaix to unpack what this global rewiring means for investors:
The global policy and economic reset underway
How to think about volatility as a strategic tool, not just a risk
Why diversification is more important than ever
Where AI disruption is already driving productivity gains
And whether US exceptionalism still holds up

The rules are changing — are portfolios ready?


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 18 June 2025.

From shifting tariff regimes to the end of US exceptionalism, and the real-world impact of AI &mdash; markets are being reshaped in real time. Staying ahead means understanding how these forces connect &mdash; and how they&rsquo;ll affect long-term wealth outcomes. Fidelity&rsquo;s Global Equities CIO, Niamh Brodie-Machura, joins Lukasz de Pourbaix to unpack what this global rewiring means for investors:
<ul>
<li>The global policy and economic reset underway</li>
<li>How to think about volatility as a strategic tool, not just a risk</li>
<li>Why diversification is more important than ever</li>
<li>Where AI disruption is already driving productivity gains</li>
<li>And whether US exceptionalism still holds up</li>
</ul>
The rules are changing &mdash; are portfolios ready?
 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=1750462754745000&amp;usg=AOvVaw0SwGP7u8_e2T8pbZV3prh2">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=1750462754745000&amp;usg=AOvVaw1WDiqJb5qMD4ykKFve_K3q">Read our full disclaimer.</a>&nbsp;This episode was recorded 18 June 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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