Is the consumer sector heading for trouble? Join Andrew, James and Consumer Investment Analyst, Brendan Mowry, as they explore the challenges facing consumers as cyclical cracks begin to appear. From the impact of rising rates to mortgage cliffs, what parts of the market are going to be under stress, and where do the opportunities lie?

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

This episode was recorded 7 June 2023. Read our full disclaimer.

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Is the consumer sector heading for trouble? Join Andrew, James and Consumer Investment Analyst, Brendan Mowry, as they explore the challenges facing consumers as cyclical cracks begin to appear. From the impact of rising rates to mortgage cliffs, what parts of the market are going to be under stress, and where do the opportunities lie?
Got questions for James? Email us at <a href="mailto:podcastsaustralia@fil.com">podcastsaustralia@fil.com</a>
This episode was recorded 7 June 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=1686373567120000&amp;usg=AOvVaw0S4jJvbRichz2S1e1jCpog">Read our full disclaimer.</a>
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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

Fidelity Sound Bites: James Abela

James Abela | The epicentre of concern: analysing the consumer sector

While the issue of inflation remains the same, this year it appears the winners are different. From Coles reducing theft to Wise Tech, Pro Medicus, and REA Group leading the charge toward efficiency, tech and tech-savvy companies are driving productivity across industries and helping fight rising costs. But that’s not all our Aussie PM’s came away with from reporting season.

Paul Taylor, James Abela and Casey McLean are back and uncovering which companies are thriving, which are struggling, the surprising market dynamics playing out and the challenges the ASX may face as we head into 2025.

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Fidelity Future Leaders Fund
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This episode was recorded 4 September 2024. Read our full disclaimer.

While the issue of inflation remains the same, this year it appears the winners are different. From Coles reducing theft to Wise Tech, Pro Medicus, and REA Group leading the charge toward efficiency, tech and tech-savvy companies are driving productivity across industries and helping fight rising costs. But that’s not all our Aussie PM’s came away with from reporting season.
Paul Taylor, James Abela and Casey McLean are back and uncovering which companies are thriving, which are struggling, the surprising market dynamics playing out and the challenges the ASX may face as we head into 2025.
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=1725611840694000&amp;usg=AOvVaw0bit6wjv3V8mkLNeSC9Pfx">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=1725611840694000&amp;usg=AOvVaw3V5oF0htvZwvDTvrupDoAP">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=1725611840694000&amp;usg=AOvVaw1BU9YPAQU0GyqXstkHmbMq">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=1725611840694000&amp;usg=AOvVaw1bJn42iPFPCiIqKZWysT-T">Fidelity 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=1725611840694000&amp;usg=AOvVaw0wYOQP12h1Psg9nzoNSmVR">Fidelity Australian Opportunities Fund</a>
This episode was recorded 4 September 2024. <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=1725611840694000&amp;usg=AOvVaw3Th6hnCUakpdpVAoXqvEVt">Read our full disclaimer.</a>

 Unpacking reporting season: Is tech the answer to rising costs and productivity concerns?

Anthony Srom, Portfolio Manager for the Fidelity Asia Fund admits how he views the world is a little different, but this may be his superpower when it comes to outperforming the index for nearly a decade*. So what has shaped this veteran investor to ask the questions others aren’t?

In this episode Anthony discusses how investors may be getting it wrong on AI, 10 years of lessons and bubbles in Asia, and looking outside Asian giants TSMC and Tencent.

Want more? Discover the Fidelity Asia Active ETF

This episode was recorded 5 July 2024.

*As at 30 June 2024. Past performance information provided in this podcast is not a reliable indicator of future performance.

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.

Anthony Srom, Portfolio Manager for the <a href="https://www.fidelity.com.au/funds/fidelity-asia-fund/?utm_campaign=2024_smart-choice&amp;utm_medium=owned_podcast&amp;utm_source=shownotes&amp;utm_term=fund&amp;utm_content=asia" data-di-id="di-id-b013e112-d787aa92">Fidelity Asia Fund</a> admits how he views the world is a little different, but this may be his superpower when it comes to outperforming the index for nearly a decade*. So what has shaped this veteran investor to ask the questions others aren’t?
In this episode Anthony discusses how investors may be getting it wrong on AI, 10 years of lessons and bubbles in Asia, and looking outside Asian giants TSMC and Tencent.
Want more? Discover the <a href="https://www.fidelity.com.au/funds/fidelity-asia-active-etf/?utm_campaign=2024_smart-choice&amp;utm_medium=owned_podcast&amp;utm_source=shownotes&amp;utm_term=fund&amp;utm_content=asia" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-asia-active-etf/?utm_campaign%3D2024_smart-choice%26utm_medium%3Downed_podcast%26utm_source%3Dshownotes%26utm_term%3Dfund%26utm_content%3Dasia&amp;source=gmail&amp;ust=1722787932299000&amp;usg=AOvVaw28fVfyCOtbg__oCv21P02I">Fidelity Asia Active ETF</a>
This episode was recorded 5 July 2024.
*As at 30 June 2024. Past performance information provided in this podcast is not a reliable indicator of future performance.
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=1722787932299000&amp;usg=AOvVaw1xE1ct0gMQbP8M-m40_rUT">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=1722787932299000&amp;usg=AOvVaw1xE1ct0gMQbP8M-m40_rUT">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=1722787932299000&amp;usg=AOvVaw0p1whasjiF-iZFlohluTCT">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=1722787932299000&amp;usg=AOvVaw38P_GhPDhMbum9pjAxpSSF">Read our full disclaimer.</a>

Should you believe the market on AI? And a veteran Investor’s lessons from 10 years investing in Asia

Being a contrarian investor is no walk in the park; when all signs point left, a contrarian’s first instinct is to look right. So, what does it take to short a stock?

This month, Lukasz de Pourbaix gets inside the mind of contrarian Portfolio Manager, Dmitry Solomakhin to explore why this type of distinct investing is so fascinating. They walk you through how Dmitry finds and shorts companies in deep water, whether the hype around AI and tech has been overplayed, and signs from a contrarian view that may mean China is attractive again.

Learn more about Fidelity and our 400+ investment experts at fidelity.com.au

This episode was recorded 14 May 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.

Being a contrarian investor is no walk in the park; when all signs point left, a contrarian’s first instinct is to look right. So, what does it take to short a stock?
This month, Lukasz de Pourbaix gets inside the mind of contrarian Portfolio Manager, Dmitry Solomakhin to explore why this type of distinct investing is so fascinating. They walk you through how Dmitry finds and shorts companies in deep water, whether the hype around AI and tech has been overplayed, and signs from a contrarian view that may mean China is attractive again.
Learn more about Fidelity and our 400+ investment experts at <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=1720838094864000&amp;usg=AOvVaw2WD121wKTcoo2rI1Qb3SGW">fidelity.com.au</a>
This episode was recorded 14 May 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>

James Abela | The epicentre of concern: analysing the consumer sector

Fidelity Sound Bites: James Abela

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