With Japan shifting monetary gears and global liquidity in flux, could capital rotate from developed markets back into Asia?

We’re very lucky this month to have special host, James Gruber, Editor for investment newsletter Firstlinks who sat down with Fidelity’s Asia expert, Anthony Srom where they discuss a scenario few investors are pricing in.

They also discuss why Anthony thinks China is no longer ‘uninvestable’, his contrarian plays for ASEAN markets and Indian financials and why he’s not buying into the hype of AI.

Learn more about the Fidelity Asia Active ETF.

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 3 July 2025.

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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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Bonds are back in the spotlight—and this time, they’re offering more than just stability. With global volatility rising, U.S. tariffs in play, and the Fed’s (Federal Reserve) next move up for debate, Harry Hardy, Investment Director for the Fidelity Global Bond Fund unpacks why fixed income deserves a fresh look.

In this episode discover our contrarian view and why we believe the market is underestimating just how far the Fed might go with rate cuts—and what that means for yields, credit spreads, and positioning in today’s environment. We also break down the macro environment including how investors can navigate the swings in volatility.

Discover more on why now is the time for bonds

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 19 May 2025

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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 [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 22 April 2025. 

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China has experienced a 40% increase in its stock market over the last 12 months, and India is pushing ahead with reforms and measures aimed at boosting growth, so could it be time for investors to revisit emerging markets?

In this episode, Amit Goel, Portfolio Manager for the Fidelity Emerging Markets and India Funds explores the dynamic market changes in China, including the stabilisation of property market and consumer recovery, India's growth and innovation, and Brazil's unique interest rate environment and the opportunities in the region.

Read our full disclaimer.

We’d love to hear from you
Email us at [email protected] or visit fidelity.com.au for more information on Fidelity or Fidelity products.

This episode was recorded 19 March 2025. 

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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 [email protected] or visit fidelity.com.au for more information on Fidelity or Fidelity products.

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

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As a key part of net zero, mining is at the heart of the energy transition as producers require vast amounts of materials like lithium, copper and nickel needed. But it’s only the scale of the materials that we need, it's also the speed at which we need them to meet this huge demand.

This month Daniela Jaramillo, Head of Sustainability Solutions speaks with two Fidelity experts on transition materials - Oliver Hextall, Portfolio Manager for Fidelity’s Transition Materials Strategy, and Sam Heithersay, Australian Mining Analyst. They examine how Australian miners could be affected by the repeal of the Inflation Reduction Act (IRA) and what the potential outcomes for new tariffs on aluminium and steel mean for producers. They also discuss opportunities for investors outside of net zero including India’s growth and Artificial Intelligence (AI).

We’d love to hear from you
Email us at [email protected] or visit fidelity.com.au for more information on Fidelity or Fidelity products.

This episode was recorded 20 February 2024. Read our full disclaimer.

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This month Min Zeng the Portfolio Manager for the Fidelity Japan Equities Fund sat down with Lukasz to explore the profound changes in Japan's market dynamics, shedding light on the historic shift from a deflationary environment to a rising inflation trend.

Listen in as our experts dissect the impact of this transformation on corporate governance, consumer behaviour, and Min shares his insights into opportunities for investors for Japan's economic resurgence.

Learn more about the Fidelity Japan Equities Fund or  email us at [email protected]

This episode was recorded 27 November 2024. Read our full disclaimer.

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As another year wraps up, our Australian equities portfolio managers; Paul Taylor, James Abela and Casey McLean reflect on 2024 and answer some of the pressing questions as we head into the second half of the 2020’s: Will tech continue to rally? Will any sectors be safe from tariffs? Or will 2025 be the year resources beat out the banks? Listen to our final episode of the year to find out.

As a little Christmas gift to our listeners, we are running our annual Christmas competition. All you have to do is listen to the episode and use the hints the guys have given to guess their costumes for this years’ Fidelity Christmas party. You can find a picture on our LinkedIn and Facebook pages, or head to our website here. First with the correct answer wins a $100 Westfields voucher. Good luck!

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Donald Trump is the 47th president of the United States, in a landslide victory for the Republican party. As markets get more certainty, what are the potential impacts of macroeconomic policies, tariffs, and global trade dynamics for investors?

We are excited this month to bring you Fidelity’s Global Head of Macro and Strategic Allocation, Salman Ahmed, to discuss the implications of the recent US election results looking closely at the impact of tariffs on inflation, China's economic stimulus measures, and the broader implications for markets and equity sectors. Salman also shares his insights on the risks to our previous soft-landing scenario and why he is optimistic about equity markets amidst the evolving economic landscape.

We’d love to hear from you! If you have any topics or speakers you would like to see on the show, email us at [email protected]

Get the latest insights from Fidelity

This episode was recorded 7 November 2024. 

Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au.  Read our full disclaimer.

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