Could the rising demand for critical minerals reshape Australia’s commodities sector? In this month’s episode, Paul explores the concept of the “green premium” and its implications for Australian commodities in light of changes to the US’s Inflation Reduction Act and regulation in the EU.

We also analyse the recent RBA rate rise and whether this changes his outlook for a domestic recession.

Got questions for Paul? Email us at [email protected]

This episode was recorded 7 June 2023. Read our full disclaimer.

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Tuesday night saw Labor's 2023 Federal budget handed down. While many were focused on the household impacts, our analysts were looking at potential impacts on sectors and portfolios. 

In this bonus episode, Portfolio Manager of the Fidelity Australian Opportunities Fund, Casey McLean, Analyst and Portfolio Manager covering healthcare, Zara Lyons and Consumer Analyst, Brendan Mowry give you their budget breakdown.

Have a topic you want us to cover? Email us at [email protected]

This episode was recorded 10 May 2023. Read our full disclaimer.

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The last decade gave us cheap money and no-flation, and oh how times have changed. Inflation may have finally peaked, but the same can’t be said for rates. So how does a seasoned investor find the winners of tomorrow when the landscape has evolved?

This month James takes you through how he makes sense of markets and the characteristics he’s looking for in the current environment with some look throughs on Altium, Orica, Auckland Airport & Vicinity Centres.

Got questions for James? Email us at [email protected]

This episode was recorded 3 May 2023. Read our full disclaimer.

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As rates revert back to rising, property may not seem like a great place to be investing right now - but there’s still growth to be found.

Paul breaks down why he thinks industrial property is the place to be in the current environment, and what makes Goodman Group his preferred play.

We also discuss April’s performance and cover off the recent M&A activity including bids for Blackmores and Silk Laser.

Got questions for Paul? Email us at [email protected]

This episode was recorded 3 May 2023. Read our full disclaimer.

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Materials stocks are now dominating the mid and smalls index sitting at circa 30%, something that’s only happened twice previously in over two decades.   We’ve got prices soaring from demand shocks from COVID, supply shocks from the Russia and Ukraine conflict, the acceleration of EV adoption driving the lithium rally, gold now back to its safe haven status reaching new heights, and then there’s the ramp up in M&A activity. How long can it last?

In this topical bonus episode Fidelity’s resources analyst Sam Heithersay joins Portfolio Manager James Abela where they ‘dig’ into what’s this means for local and global markets, and where investors can focus to take advantage of the current opportunity.

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This episode was recorded 10 May 2023. Read our full disclaimer.

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US blow-ups, an uptick in M&A activity, gold near record prices, mismatches in consumer sentiment and rates on pause. March didn’t disappoint when it comes to information overload, so how do investors decipher what this signals in markets right now?

This month James tells us what the data is showing to make sense of yet another turbulent month.

This episode was recorded 11 April 2023. Read our full disclaimer.

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March continued to put markets into flux with news of SVB collapsing and Credit Suisse being taken over. There was some reprieve locally at the start of April with rates going on hold - so can this be a sign financial contagion fears  have entered the system?

This month Paul breaks down contagion risks to Australian banks, his view on April’s rate announcement and where he’s finding bright spots in financials.

This episode was recorded 11 April 2023. Read our full disclaimer.

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You’re in for a treat! Welcome to our very first BONUS episode of Sound Bites. In the first of our ‘PM to PM’ series, we have veteran portfolio managers Paul Taylor and James Abela taking you through February 2023 reporting season covering Aussie large, mid and small-caps.

In this candid conversation they use their decades of experience to dissect the mixed bag that was the recent reporting season. Find out why it looks like the consumer may be in for a little more pain, the sectors that disappointed and the sectors poised for a better 2023. 

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Money is no longer free, investor risk tolerance has come right back, we’re living with higher rates and then there’s the cost-of-living crisis. So how have mid and small caps been impacted in the most recent reporting season?

James gives his insights into February’s reporting season, covering the companies that disappointed and why quality businesses have been rewarded.

This episode was recorded 8 March 2023. Read our full disclaimer.

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Reporting season finished up with the RBA hiking rates for the 10th time since May. Have they done enough, and which large cap sectors are seeing an impact on earnings?

In this episode Paul looks back on February, the most recent rate hike and explains why learning from history is what will make us better investors in 2023.

This episode was recorded 8 March 2023. Read our full disclaimer.

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