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.

Find out more about the Fidelity Future Leaders Fund

Get the latest insights from Fidelity

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.

Fidelity Sound Bites

Fidelity Sound Bites: James Abela

James Abela | Welcome to the paradigm shift | Altium, Orica, Auckland Airport & Vicinity Centres

Indians took to the polls last week in the world’s largest election where 642 million votes were cast. Modi’s BJP-led alliance won by a thin majority after which markets saw the Nifty 50 to dip (and then bounce back). But is this all just short-term noise when there are long-term opportunities to be found?

In this month’s episode Amit Goel, Portfolio Manager for the Fidelity India and Global Emerging Markets Funds (ASX:FIIN and ASX:FEMX) discusses some of these, including the shift to India for global supply chains and the rise of the domestic consumer of India.

We’re also really excited to let you know we recently won the Financial Standard MAX Awards Podcast of the Year 2024! Congratulations to Lukasz and the team.

Discover the Fidelity India Active ETF

This episode was recorded 20 March 2024. Read our full disclaimer.

Indians took to the polls last week in the world’s largest election where 642 million votes were cast. Modi’s BJP-led alliance won by a thin majority after which markets saw the Nifty 50 to dip (and then bounce back). But is this all just short-term noise when there are long-term opportunities to be found?
In this month’s episode Amit Goel, Portfolio Manager for the Fidelity India and Global Emerging Markets Funds (ASX:FIIN and ASX:FEMX) discusses some of these, including the shift to India for global supply chains and the rise of the domestic consumer of India.
We’re also really excited to let you know we recently won the Financial Standard MAX Awards Podcast of the Year 2024! Congratulations to Lukasz and the team.
<a href="https://www.fidelity.com.au/funds/fidelity-india-active-etf/?utm_campaign=2024_etfs&amp;utm_medium=owned_podcast&amp;utm_source=podcast-provider&amp;utm_term=fund&amp;utm_content=show-notes" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-india-active-etf/?utm_campaign%3D2024_etfs%26utm_medium%3Downed_podcast%26utm_source%3Dpodcast-provider%26utm_term%3Dfund%26utm_content%3Dshow-notes&amp;source=gmail&amp;ust=1717825523098000&amp;usg=AOvVaw0cDZom34t6zA_R_ozh0BH-">Discover the Fidelity India Active ETF</a>
This episode was recorded 20 March 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=1717825523098000&amp;usg=AOvVaw3Hkb5SvpI1eYbOnQAJSVQ1">Read our full disclaimer.</a>

Beyond India’s elections

China's market performance has been challenged lately, but sentiment looks to be turning around. Japan’s stock market barely grew for decades, but it's now on the up. What's changed?

In this episode Lukasz and Fidelity’s Head of Equities, Asia Pacific, Marty Dropkin take a closer look at China and Japan, uncovering what our analysts on-the-ground are actually seeing. They dive into what investors may be missing when it comes to the superpower, and the drivers behind Japan's reawakening.



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Get the latest insights from Fidelity

This episode was recorded 15 April 2024. Read our full disclaimer.

China's market performance has been challenged lately, but sentiment looks to be turning around. Japan’s stock market barely grew for decades, but it's now on the up. What's changed?
In this episode Lukasz and Fidelity’s Head of Equities, Asia Pacific, Marty Dropkin take a closer look at China and Japan, uncovering what our analysts on-the-ground are actually seeing. They dive into what investors may be missing when it comes to the superpower, and the drivers behind Japan's reawakening.
 
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=1710290702827000&amp;usg=AOvVaw35W2C6jNql1BvsWopXovBh">Get the latest insights from Fidelity</a>
This episode was recorded 15 April 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=1710290702827000&amp;usg=AOvVaw3gCjbxFehrwY0He31x4sRs">Read our full disclaimer.</a>

Are China and Japan having a renaissance?

UNSUNG FACT: Real estate accounts for around 40% of carbon emissions globally. So what’s the investable opportunity for investors?

In this bonus episode we have Fidelity’s Head of Real Estate Solutions, Adrian Benedict talking to Lukasz about what he calls a ‘win-win’ for investors, something many of the large super funds have already realised.

We’d love to hear from you. Email us at podcastsaustralia@fil.com with your topics and questions and we will answer them in our episodes.

Quick Links
Get the latest insights from Fidelity

This episode was recorded 4 March 2024. Read our full disclaimer.

UNSUNG FACT: Real estate accounts for around 40% of carbon emissions globally. So what’s the investable opportunity for investors?
In this bonus episode we have Fidelity’s Head of Real Estate Solutions, Adrian Benedict talking to Lukasz about what he calls a ‘win-win’ for investors, something many of the large super funds have already realised.
We’d love to hear from you. Email us at <a href="mailto:podcastsaustralia@fil.com">podcastsaustralia@fil.com</a> with your topics and questions and we will answer them in our episodes.
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=1710290702827000&amp;usg=AOvVaw35W2C6jNql1BvsWopXovBh">Get the latest insights from Fidelity</a>
This episode was recorded 4 March 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=1710290702827000&amp;usg=AOvVaw3gCjbxFehrwY0He31x4sRs">Read our full disclaimer.</a>

James Abela | Welcome to the paradigm shift | Altium, Orica, Auckland Airport & Vicinity Centres

Fidelity Sound Bites: James Abela

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