It’s a new year, but is it a new market? The guys are back with their thoughts on what 2024 has in store. Will elections go to plan? What stocks are they picking? And what does AI have to do with it?

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 Global Future Leaders Fund
Fidelity Australian Opportunities Fund

This episode was recorded 7 December 2023. 

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.

It’s a new year, but is it a new market? The guys are back with their thoughts on what 2024 has in store. Will elections go to plan? What stocks are they picking? And what does AI have to do with it?
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=1704350203828000&amp;usg=AOvVaw33-1XqOw2kx63MScRdA9e-">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=1704350203829000&amp;usg=AOvVaw11HLAllJQybohgmDpu3xJ_">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=1704350203829000&amp;usg=AOvVaw1xYtydKxwz0rGCuc3qkXwJ">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=1704350203829000&amp;usg=AOvVaw2qDmHngsXZWlgWOeRjgrd8">Fidelity Future Leaders Fund</a> <a href="https://www.fidelity.com.au/funds/fidelity-global-future-leaders-fund/">Fidelity Global 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=1704350203829000&amp;usg=AOvVaw0HftKOuJpwcbsAVtv3h_e3">Fidelity Australian Opportunities Fund</a>
This episode was recorded 7 December 2023. 
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/">PDS</a> and <a href="http://www.fidelity.com.au/">TMD</a> at fidelity.com.au.  <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

Elections, stocks and AI: Our 'crystal ball' for the year ahead

As another year wraps up, our Australian equities portfolio managers; Paul Taylor, James Abela and Casey McLean reflect on 2024 and answer some of the pressing questions as we head into the second half of the 2020’s: Will tech continue to rally? Will any sectors be safe from tariffs? Or will 2025 be the year resources beat out the banks? Listen to our final episode of the year to find out.

As a little Christmas gift to our listeners, we are running our annual Christmas competition. All you have to do is listen to the episode and use the hints the guys have given to guess their costumes for this years’ Fidelity Christmas party. You can find a picture on our LinkedIn and Facebook pages, or head to our website here. First with the correct answer wins a $100 Westfields voucher. Good luck!

As another year wraps up, our Australian equities portfolio managers; Paul Taylor, James Abela and Casey McLean reflect on 2024 and answer some of the pressing questions as we head into the second half of the 2020’s: Will tech continue to rally? Will any sectors be safe from tariffs? Or will 2025 be the year resources beat out the banks? Listen to our final episode of the year to find out.
As a little Christmas gift to our listeners, we are running our annual Christmas competition. All you have to do is listen to the episode and use the hints the guys have given to guess their costumes for this years’ Fidelity Christmas party. You can find a picture on our <a href="https://www.linkedin.com/company/fidelity-international" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/company/fidelity-international&amp;source=gmail&amp;ust=1734505063521000&amp;usg=AOvVaw1YmmYaH2dV2PopMTxzOrZe">LinkedIn</a> and <a href="https://www.facebook.com/p/Fidelity-Australia-100090068354018/" data-saferedirecturl="https://www.google.com/url?q=https://www.facebook.com/p/Fidelity-Australia-100090068354018/&amp;source=gmail&amp;ust=1734505063521000&amp;usg=AOvVaw31y9JIzLAQVaH5N-nu9mjz">Facebook</a> pages, or head to our website <a href="https://www.fidelity.com.au/insights/investment-articles/outlook-2025-in-tech-we-trust/" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/insights/investment-articles/outlook-2025-in-tech-we-trust/&amp;source=gmail&amp;ust=1734505063521000&amp;usg=AOvVaw0hJaFdFF4Qx1gPwM50KxU9">here</a>. First with the correct answer wins a $100 Westfields voucher. Good luck!

Outlook 2025: In tech we trust

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>

Elections, stocks and AI: Our 'crystal ball' for the year ahead

In 1 playlist(s)

Fidelity Sound Bites

Social links

Follow podcast

Recent clips