Fidelity Sound Bites
Fidelity Sound Bites
Playlist by Fidelity Sound BitesYour 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 a…Follow the podcast:
52 clip(s) in playlist
It’s uncomfortable to be in quality right now
Quality hasn’t failed. It’s cyclical. Over the past 40 years, quality investing has delivered strong long‑term outcomes, yet it has underperformed roughly a third of the time. The current episode stands out: nearly two years in length and around 30% of relative underperformance. History shows qual…
20:25
What the growing IPO pipeline in Asia is telling investors
IPO activity in Asia is picking up, but the real story starts well before companies reach the market. Strong pipelines often reflect confidence from founders and improving conditions beneath the surface. That can create opportunities for investors willing to look ahead. Portfolio Manager for the F…
17:25
Navigating a multipolar world
Geopolitics, policy and markets are colliding, but what does a multipolar world mean for portfolios, and why should investors be looking to true, multi‑dimensional diversification in this regime? In this episode, Salman Ahmed, Fidelity's Global Head of Macro and SAA joins Lukasz de Pourbaix to ste…
22:44
2026 Outlook: Rotations, resources and re-ratings
Will sector rotations and AI themes reshape global markets in 2026? And how will valuation shifts and re-ratings influence where investors find growth and opportunity? In this episode of Fidelity Sound Bites, Paul Taylor, Zara Lyons, and James Abela explore the forces set to define the year ahead …
30:23
Open AI, Amazon, NVIDIA: Bubble or breakthrough?
Everyone’s calling this the bubble before it bursts - and that’s a first. In this episode, Maroun Younes joins Lukasz de Pourbaix to unpack the AI boom led by mega-cap giants. Are we witnessing a historic overreach or the early innings of a structural revolution? Tune in for a candid look at valu…
19:42
Asia: From factories to tech powerhouse
Twenty years ago, Asia was the world’s factory floor. Today, it’s powering the future of EVs, semiconductors, and AI. Join Fidelity’s Gary Monaghan and Lukasz de Pourbaix as they unpack how the region has evolved, what’s stayed the same, and where the biggest opportunities lie for the years ahead. …
26:35
BONUS | Australia's banking giant: Why CBA continues to lead
CBA took centre stage in the 2025 reporting season and is top of mind for many Australian investors. Sell or buy more? As part of this reporting season’s recap, we’ve asked our Australian equities portfolio managers to weigh in with their views for a detailed discussion on the ASX 200’s top stock. …
13:55
Reporting season recap: Decoding market dispersions
Results are in, and dispersion is rewriting the rules on the ASX. We’ve brought together an expert panel to unpack what’s fuelling the wild swings between winners and losers this reporting season. Discover how macro trends, AI innovation and shifting consumer confidence are reshaping valuations, se…
31:26
Beyond human bias: The systematic advantage
Systematic investing often gets lumped in with opaque, black-box quant models that seem impossible to explain. But the best strategies can be anything but mysterious. At their core, they’re about applying consistent rules, managing risk with discipline, and making decisions driven by data. So how c…
16:40
Asia vs the world: Why liquidity could shift East
With Japan shifting monetary gears and global liquidity in flux, could capital rotate from developed markets back into Asia? We’re very lucky this month to have special host, James Gruber, Editor for investment newsletter Firstlinks who sat down with Fidelity’s Asia expert, Anthony Srom where they…
19:55