While the issue of inflation remains the same, this year it appears the winners are different. From Coles reducing theft to Wise Tech, Pro Medicus, and REA Group leading the charge toward efficiency, tech and tech-savvy companies are driving productivity across industries and helping fight rising costs. But that’s not all our Aussie PM’s came away with from reporting season.

Paul Taylor, James Abela and Casey McLean are back and uncovering which companies are thriving, which are struggling, the surprising market dynamics playing out and the challenges the ASX may face as we head into 2025.

Quick Links
Get the latest insights from Fidelity
See why we’re an Aussie expert

Funds
Fidelity Australian Equities Fund
Fidelity Future Leaders Fund
Fidelity Australian Opportunities Fund

This episode was recorded 4 September 2024. Read our full disclaimer.

While the issue of inflation remains the same, this year it appears the winners are different. From Coles reducing theft to Wise Tech, Pro Medicus, and REA Group leading the charge toward efficiency, tech and tech-savvy companies are driving productivity across industries and helping fight rising costs. But that’s not all our Aussie PM’s came away with from reporting season.
Paul Taylor, James Abela and Casey McLean are back and uncovering which companies are thriving, which are struggling, the surprising market dynamics playing out and the challenges the ASX may face as we head into 2025.
Quick Links <a href="https://www.fidelity.com.au/#insights-form" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/%23insights-form&amp;source=gmail&amp;ust=1725611840694000&amp;usg=AOvVaw0bit6wjv3V8mkLNeSC9Pfx">Get the latest insights from Fidelity</a> <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=1725611840694000&amp;usg=AOvVaw3V5oF0htvZwvDTvrupDoAP">See why we’re an Aussie expert</a>
Funds <a href="https://www.fidelity.com.au/funds/fidelity-australian-equities-fund/?utm_campaign=AEQ&amp;utm_medium=owned_podcast&amp;utm_source=Podcast-provider&amp;utm_term=Topical&amp;utm_content=Show-notes" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-australian-equities-fund/?utm_campaign%3DAEQ%26utm_medium%3Downed_podcast%26utm_source%3DPodcast-provider%26utm_term%3DTopical%26utm_content%3DShow-notes&amp;source=gmail&amp;ust=1725611840694000&amp;usg=AOvVaw1BU9YPAQU0GyqXstkHmbMq">Fidelity Australian Equities Fund</a> <a href="https://www.fidelity.com.au/funds/fidelity-future-leaders-fund/?utm_campaign=AEQ&amp;utm_medium=owned_podcast&amp;utm_source=Podcast-provider&amp;utm_term=Topical&amp;utm_content=Show-notes" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-future-leaders-fund/?utm_campaign%3DAEQ%26utm_medium%3Downed_podcast%26utm_source%3DPodcast-provider%26utm_term%3DTopical%26utm_content%3DShow-notes&amp;source=gmail&amp;ust=1725611840694000&amp;usg=AOvVaw1bJn42iPFPCiIqKZWysT-T">Fidelity Future Leaders Fund</a> <a href="https://www.fidelity.com.au/funds/fidelity-australian-opportunities-fund/?utm_campaign=AEQ&amp;utm_medium=owned_podcast&amp;utm_source=Podcast-provider&amp;utm_term=Topical&amp;utm_content=Show-notes" data-saferedirecturl="https://www.google.com/url?q=https://www.fidelity.com.au/funds/fidelity-australian-opportunities-fund/?utm_campaign%3DAEQ%26utm_medium%3Downed_podcast%26utm_source%3DPodcast-provider%26utm_term%3DTopical%26utm_content%3DShow-notes&amp;source=gmail&amp;ust=1725611840694000&amp;usg=AOvVaw0wYOQP12h1Psg9nzoNSmVR">Fidelity Australian Opportunities Fund</a>
This episode was recorded 4 September 2024. <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=1725611840694000&amp;usg=AOvVaw3Th6hnCUakpdpVAoXqvEVt">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.

Advertisement