An investor’s playbook to global unrest

A once in a hundred-year event seems to be happening every other month these days, with threats of recession and intensifying geopolitical tensions. What’s an investor to do? This month Lukasz de Pourbaix is joined by Portfolio Managers, Paul Taylor and James Abela as they look back previous perio…

James Abela | The unloved darling of small caps

It’s an unusual time for markets. Just when it looked like we could pop the champagne, September swiftly put it back on ice as “Australia’s slowest recession” continues to plod all the way to the bottom. However, for active fund managers like James Abela, these dislocations are where they find the …

3 Aussie experts | Stacking the odds in your favour

This month we’ve brought out our top brass. Portfolios managers Paul Taylor (Fidelity Australian Equities Fund), James Abela (Fidelity Future Leaders Fund) and Casey McLean (Fidelity Australian Opportunities Fund) join forces to dissect August’s reporting season. How are shifting market dynamics ar…

James Abela | A decade of finding future leaders and why traditional value stocks aren’t working

James looks back on 10 years of investing in Aussie small and mid-caps, and some of the names that helped him get here. We also analyse the current environment, and why it may not be just earnings driving markets as reporting season kicks off. Got questions for James? Email us at podcastsaustralia…

James Abela | Expectations for reporting season

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 re…

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

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 stres…

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

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 s…

James Abela | Small and mid-caps: What are the signals telling us?

US blow-ups, an uptick in M&A activity, gold near record prices, mismatches in consumer sentiment and rates on pause. March didn’t disappoint when it comes to information overload, so how do investors decipher what this signals in markets right now? This month James tells us what the data is showi…

James Abela | Reality bites for markets

Money is no longer free, investor risk tolerance has come right back, we’re living with higher rates and then there’s the cost-of-living crisis. So how have mid and small caps been impacted in the most recent reporting season? James gives his insights into February’s reporting season, covering the…

James Abela | Peak, peak, peak?

Peak inflation, peak rates, peak fear? Will everything get better from here? Listen in to this month’s episode with Portfolio Manager for the Fidelity Future Leaders Fund, James Abela as he explores what has happened throughout January and the implications for markets, his portfolio and investors.…