Fidelity Sound Bites

By Fidelity Australia

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Category: Investing

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Subscribers: 3
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Episodes: 53

Description

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.

Episode Date
Diversification hasn’t disappeared. It’s evolving.
May 26, 2026
It’s uncomfortable to be in quality right now
Apr 15, 2026
What the growing IPO pipeline in Asia is telling investors
Mar 26, 2026
Navigating a multipolar world
Feb 16, 2026
2026 Outlook: Rotations, resources and re-ratings
Dec 16, 2025
Open AI, Amazon, NVIDIA: Bubble or breakthrough?
Nov 12, 2025
Asia: From factories to tech powerhouse
Oct 03, 2025
BONUS | Australia's banking giant: Why CBA continues to lead
Sep 05, 2025
Reporting season recap: Decoding market dispersions
Sep 04, 2025
Beyond human bias: The systematic advantage
Aug 14, 2025
Asia vs the world: Why liquidity could shift East
Jul 16, 2025
CIO Outlook: The global rewiring is underway
Jun 19, 2025
Bonds are back: The Fed may cut more than you think
May 23, 2025
The end of US exceptionalism: Myth or reality?
Apr 27, 2025
Is it time to be more bullish on emerging markets?
Mar 31, 2025
The most volatile reporting season yet?
Mar 09, 2025
How could Australia's mining industry be impacted by tariffs and the repeal of the IRA?
Feb 26, 2025
Japan's market revolution: From deflation to inflation
Jan 15, 2025
Outlook 2025: In tech we trust
Dec 17, 2024
Trump wins: Tariffs, inflation and the road ahead
Nov 08, 2024
Australia's Magnificent Six?
Oct 15, 2024
Unpacking reporting season: Is tech the answer to rising costs and productivity concerns?
Sep 05, 2024
Should you believe the market on AI? And a veteran Investor’s lessons from 10 years investing in Asia
Aug 03, 2024
Inside the mind of a short seller
Jul 14, 2024
Beyond India’s elections
Jun 09, 2024
Are China and Japan having a renaissance?
Apr 28, 2024
BONUS | How can real estate save 200 flights between London and New York?
Apr 07, 2024
Searching for the next Magnificent 7
Mar 12, 2024
Insights from a CIO: Elections, China and interest rates
Feb 15, 2024
Elections, stocks and AI: Our 'crystal ball' for the year ahead
Jan 03, 2024
Has 2023 set us up for a bullish or bearish 2024?
Dec 13, 2023
An investor’s playbook to global unrest
Nov 09, 2023
Paul Taylor | Wise men say, only fools rush in… to Ozempic
Oct 06, 2023
James Abela | The unloved darling of small caps
Oct 06, 2023
3 Aussie experts | Stacking the odds in your favour
Sep 08, 2023
Paul Taylor | 1.3km under the Gobi Desert: Rio Tinto’s solution for global copper supply
Aug 09, 2023
James Abela | A decade of finding future leaders and why traditional value stocks aren’t working
Aug 09, 2023
James Abela | Expectations for reporting season
Jul 20, 2023
Paul Taylor | 20 years of lessons, leaders and losers | Wisetech, SEEK, Billabong and Domino’s
Jul 20, 2023
Paul Taylor | The green premium: How Australia’s ESG standards could make us a winner for critical minerals
Jun 11, 2023
James Abela | The epicentre of concern: analysing the consumer sector
Jun 11, 2023
BONUS EPISODE | 2023 Budget: increased focus on consumers and healthcare
May 12, 2023
Paul Taylor | Investing in property when rates are rising? | Goodman Group, Blackmores & Silk Laser
May 07, 2023
James Abela | Welcome to the paradigm shift | Altium, Orica, Auckland Airport & Vicinity Centres
May 07, 2023
BONUS EPISODE | A ‘golden’ era for resources?
Apr 25, 2023
James Abela | Small and mid-caps: What are the signals telling us?
Apr 17, 2023
Paul Taylor | What does SVB mean for Aussie financials?
Apr 17, 2023
BONUS | PM to PM | February 2023 reporting season
Mar 19, 2023
James Abela | Reality bites for markets
Mar 10, 2023
Paul Taylor | Have rate rises done enough?
Mar 10, 2023
James Abela | Peak, peak, peak?
Feb 10, 2023
Paul Taylor | China and inflation: Headwind or tailwind?
Feb 10, 2023
Trailer
Feb 09, 2023