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, sector rotations and growth prospects for Australian companies. This episode reveals what’s moving the market, who’s thriving and where opportunity (or risk) is hiding for investors right now.

Learn more about investing in Australian Equities.

We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au.

Read our full disclaimer. This episode was recorded 2 September 2025.

Results are in, and dispersion is rewriting the rules on the ASX. We&rsquo;ve brought together an expert panel to unpack what&rsquo;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, sector rotations and growth prospects for Australian companies. This episode reveals what&rsquo;s moving the market, who&rsquo;s thriving and where opportunity (or risk) is hiding for investors right now.
<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=1757046597858000&amp;usg=AOvVaw0KwzfcsqPMVB9Xnkx_3Vnv">Learn more about investing in Australian Equities</a>.
We&rsquo;d love to hear from you! Email us at&nbsp;<a href="mailto:PodcastsAustralia@fil.com">PodcastsAustralia@fil.com</a>&nbsp;with suggestions for episodes or guests. For more information on Fidelity visit&nbsp;<a href="http://fidelity.com.au/" data-saferedirecturl="https://www.google.com/url?q=http://fidelity.com.au/&amp;source=gmail&amp;ust=1757046597858000&amp;usg=AOvVaw1-rfA6VsWC-hJJ9A55XSn3">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=1757046597858000&amp;usg=AOvVaw3h0CJDB2lGoRsX0fV4Triv">Read our full disclaimer.</a> This episode was recorded 2 September 2025.

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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