As markets begin to breathe a little easier on the news of a pause on tariffs, many investors may be looking into the intriguing narrative surrounding the end of US exceptionalism. But it may not be all it seems, at least for now.

This month we have Co-Portfolio Managers for the Fidelity Global Future Leaders Fund and Active ETF, James Abela and Maroun Younes join Lukasz where they discuss why they think US remains an extremely attractive investment destination, why they’re keeping their cool around the current market upheaval, and the surprising market deviation for small and mid-caps from past sell offs.

Find out more about the Fidelity Global Future Leaders Active ETF.

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 22 April 2025. 

As markets begin to breathe a little easier on the news of a pause on tariffs, many investors may be looking into the intriguing narrative surrounding the end of US exceptionalism. But it may not be all it seems, at least for now.
This month we have Co-Portfolio Managers for the Fidelity Global Future Leaders Fund and Active ETF, James Abela and Maroun Younes join Lukasz where they discuss why they think US remains an extremely attractive investment destination, why they&rsquo;re keeping their cool around the current market upheaval, and the surprising market deviation for small and mid-caps from past sell offs.
Find out more about the <a href="https://www.fidelity.com.au/campaigns/gfl-2025?utm_medium=podcast&amp;utm_source=soundbites&amp;utm_campaign=AU_2025_ISS-Wholesale_Awareness_Macro-Markets-Volatility_Traffic_2025_global-future-leaders&amp;utm_content=English_audio_audio_Sound-Bites_GFL-US-tariffs" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/campaigns/gfl-2025?utm_medium%3Dpodcast%26utm_source%3Dsoundbites%26utm_campaign%3DAU_2025_ISS-Wholesale_Awareness_Macro-Markets-Volatility_Traffic_2025_global-future-leaders%26utm_content%3DEnglish_audio_audio_Sound-Bites_GFL-US-tariffs&amp;source=gmail&amp;ust=1745538414603000&amp;usg=AOvVaw3zflZHOK88HsZK_aZOlYMN">Fidelity Global Future Leaders Active ETF</a>.
We&rsquo;d love to hear from you! Email us at <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=1745538414603000&amp;usg=AOvVaw2rye1WDQCE3_RrHZCerVxf">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=1745538414603000&amp;usg=AOvVaw15bGbHO2Cq-RTmUKoHavOg">Read our full disclaimer.</a>&nbsp;This episode was recorded&nbsp;22&nbsp;April&nbsp;2025.&nbsp;

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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