In this special and longer-than-usual episode, we get inside the heads of Andrew McCaffery, Fidelity’s Global CIO and Paul Taylor, Head of Investments in Australia to take us through how we’re currently seeing the world reflect on our latest Analyst Survey. Is China still investable? What may be the global ramifications from the upcoming US elections? And where do we think interest rates will finally land?

Because we know time is a precious commodity, you can jump ahead by using the time stamps below. Otherwise you may want to consider listening at 1.25-1.5x.

Episode guide

01.30     Lessons from the last 40 years of investing

03.37     What is a soft landing and how does this impact the outlook?

08:31     What should investors consider regarding inflation?

14:22     How will wage inflation play out for companies?

18:35     The outlook for interest rate cuts

25:14     Will corporate activity pick up in Australia?

29.12     Investment opportunities in China

39:16     US elections and the implications for markets

44:28     Investment opportunities for 2024

Want to know more about the Fidelity Analyst Survey and our findings for 2024? Read it here

Quick Links
Get the latest insights from Fidelity
See why we’re an Aussie expert

This episode was recorded 9 February 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.

In this special and longer-than-usual episode, we get inside the heads of Andrew McCaffery, Fidelity’s Global CIO and Paul Taylor, Head of Investments in Australia to take us through how we’re currently seeing the world reflect on our latest <a href="https://www.fidelity.com.au/learning-hub/analyst-survey/" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/learning-hub/analyst-survey/&amp;source=gmail&amp;ust=1708059074335000&amp;usg=AOvVaw3RFT1wzYY7cHxYQNpqHKLp">Analyst Survey</a>. Is China still investable? What may be the global ramifications from the upcoming US elections? And where do we think interest rates will finally land?
Because we know time is a precious commodity, you can jump ahead by using the time stamps below. Otherwise you may want to consider listening at 1.25-1.5x.
Episode guide
01.30     Lessons from the last 40 years of investing
03.37     What is a soft landing and how does this impact the outlook?
08:31     What should investors consider regarding inflation?
14:22     How will wage inflation play out for companies?
18:35     The outlook for interest rate cuts
25:14     Will corporate activity pick up in Australia?
29.12     Investment opportunities in China
39:16     US elections and the implications for markets
44:28     Investment opportunities for 2024
Want to know more about the Fidelity Analyst Survey and our findings for 2024? Read it <a href="https://www.fidelity.com.au/learning-hub/analyst-survey/" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/learning-hub/analyst-survey/&amp;source=gmail&amp;ust=1708058941135000&amp;usg=AOvVaw2UVID1tUgFPKOaSZBgmB7O">here</a>
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=1708058941135000&amp;usg=AOvVaw2ll5ewrOKj3dgOvStwkeMp">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=1708058941135000&amp;usg=AOvVaw31EDn1Ydaual2omw8kqJND">See why we’re an Aussie expert</a>
This episode was recorded 9 February 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/">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.

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