From shifting tariff regimes to the end of US exceptionalism, and the real-world impact of AI — markets are being reshaped in real time. Staying ahead means understanding how these forces connect — and how they’ll affect long-term wealth outcomes.

Fidelity’s Global Equities CIO, Niamh Brodie-Machura, joins Lukasz de Pourbaix to unpack what this global rewiring means for investors:

• The global policy and economic reset underway
• How to think about volatility as a strategic tool, not just a risk
• Why diversification is more important than ever
• Where AI disruption is already driving productivity gains
• And whether US exceptionalism still holds up

The rules are changing — are portfolios ready?

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

Read our full disclaimer. This episode was recorded 18 June 2025.

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