As we gear up for reporting season, mid and small cap universe dynamics are shifting with a significant dispersion between small and mid-cap companies. With less fear  being seen in the market, valuations have expanded on the expectation of earnings growth. But the burning question for investors remains, will companies be able to deliver come August’s reporting?

This month James sheds light on the market's journey from a value-driven rally to the current momentum-focused climate and which sectors he believes are expected to thrive and which ones might face challenges ahead of reporting season.

Got questions for James? Email us at podcastsaustralia@fil.com

This episode was recorded 18 July 2023. Read our full disclaimer.

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As we gear up for reporting season, mid and small cap universe dynamics are shifting with a significant dispersion between small and mid-cap companies. With less fear  being seen in the market, valuations have expanded on the expectation of earnings growth. But the burning question for investors remains, will companies be able to deliver come August’s reporting?
This month James sheds light on the market's journey from a value-driven rally to the current momentum-focused climate and which sectors he believes are expected to thrive and which ones might face challenges ahead of reporting season.
Got questions for James? Email us at <a href="mailto:podcastsaustralia@fil.com">podcastsaustralia@fil.com</a>
This episode was recorded 18 July 2023. <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=1689924516353000&amp;usg=AOvVaw1hMww_bjHu02BqyhXJOZ4Q">Read our full disclaimer.</a>
<a href="https://www.fidelity.com.au/funds/fidelity-future-leaders-fund/" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-future-leaders-fund/&amp;source=gmail&amp;ust=1689924516353000&amp;usg=AOvVaw2YDGUlnlpUrtNVn-olntsC">Find out more about the Fidelity Future Leaders Fund</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=1689924516353000&amp;usg=AOvVaw3h-CObADgPQj6IJbdR_PLU">Get the latest insights from Fidelity</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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