The last decade gave us cheap money and no-flation, and oh how times have changed. Inflation may have finally peaked, but the same can’t be said for rates. So how does a seasoned investor find the winners of tomorrow when the landscape has evolved?

This month James takes you through how he makes sense of markets and the characteristics he’s looking for in the current environment with some look throughs on Altium, Orica, Auckland Airport & Vicinity Centres.

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

This episode was recorded 3 May 2023. Read our full disclaimer.

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The last decade gave us cheap money and no-flation, and oh how times have changed. Inflation may have finally peaked, but the same can’t be said for rates. So how does a seasoned investor find the winners of tomorrow when the landscape has evolved?
This month James takes you through how he makes sense of markets and the characteristics he’s looking for in the current environment with some look throughs on Altium, Orica, Auckland Airport &amp; Vicinity Centres.
Got questions for James? Email us at <a href="mailto:podcastsaustralia@fil.com">podcastsaustralia@fil.com</a>
This episode was recorded 3 May 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=1683348421708000&amp;usg=AOvVaw1yjQyVCwUH8e280MCbqNhO">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=1683348421708000&amp;usg=AOvVaw0zQelchtRXZnG0NI8LrtXU">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=1683348421708000&amp;usg=AOvVaw0fvGs6twX-T41CfwB3PIos">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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