Volatility was the name of the game defining the latest reporting season. As investors grapple with disparities across market caps and sectors, could these chaotic conditions signal a shift in investment strategies?

This month we have our experts Casey McLean, Portfolio Manager for the Fidelity High Conviction Fund and Active ETF, Clare Coleman, Australian Tech and Diversified Financials Analyst and Sam Heithersay, our Australian Mining Analyst, to break down the last month of company reporting results. Our speakers/guests/team cover topics including CoStar’s bid on Domain, Wisetech, a possible rotation favouring miners over the banks, and a ‘less worse’ outlook for China, and what that means for the Australian market. Find out how they are using the data analysis from this reporting season to find potential gains in these turbulent times.

We’d love to hear from you
Email us at PodcastsAustralia@fil.com or visit fidelity.com.au for more information on Fidelity or Fidelity products.

This episode was recorded 6 March 2025. Read our full disclaimer.

Volatility was the name of the game defining the latest reporting season. As investors grapple with disparities across market caps and sectors, could these chaotic conditions signal a shift in investment strategies?
This month we have our experts Casey McLean, Portfolio Manager for the Fidelity High Conviction Fund and Active ETF, Clare Coleman, Australian Tech and Diversified Financials Analyst and Sam Heithersay, our Australian Mining Analyst, to break down the last month of company reporting results. Our speakers/guests/team cover topics including CoStar&rsquo;s bid on Domain, Wisetech, a possible rotation favouring miners over the banks, and a &lsquo;less worse&rsquo; outlook for China, and what that means for the Australian market. Find out how they are using the data analysis from this reporting season to find potential gains in these turbulent times.
We&rsquo;d love to hear from you Email us at&nbsp;<a href="mailto:PodcastsAustralia@fil.com">PodcastsAustralia@fil.com</a>&nbsp;or 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=1741392765028000&amp;usg=AOvVaw0S_SBq-sNA5iGni1w-8HXy">fidelity.com.au</a>&nbsp;for more information on Fidelity or Fidelity products.
This episode was recorded 6 March 2025.&nbsp;<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=1741392765028000&amp;usg=AOvVaw0WQwA7u_rrsHeb5R4cZvA0">Read our full disclaimer.</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.