Fidelity Sound Bites

Indians took to the polls last week in the world’s largest election where 642 million votes were cast. Modi’s BJP-led alliance won by a thin majority after which markets saw the Nifty 50 to dip (and then bounce back). But is this all just short-term noise when there are long-term opportunities to be found?

In this month’s episode Amit Goel, Portfolio Manager for the Fidelity India and Global Emerging Markets Funds (ASX:FIIN and ASX:FEMX) discusses some of these, including the shift to India for global supply chains and the rise of the domestic consumer of India.

We’re also really excited to let you know we recently won the Financial Standard MAX Awards Podcast of the Year 2024! Congratulations to Lukasz and the team.

Discover the Fidelity India Active ETF

This episode was recorded 20 March 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.

See omnystudio.com/listener for privacy information.

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China's market performance has been challenged lately, but sentiment looks to be turning around. Japan’s stock market barely grew for decades, but it's now on the up. What's changed?

In this episode Lukasz and Fidelity’s Head of Equities, Asia Pacific, Marty Dropkin take a closer look at China and Japan, uncovering what our analysts on-the-ground are actually seeing. They dive into what investors may be missing when it comes to the superpower, and the drivers behind Japan's reawakening.

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This episode was recorded 15 April 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.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

UNSUNG FACT: Real estate accounts for around 40% of carbon emissions globally. So what’s the investable opportunity for investors?

In this bonus episode we have Fidelity’s Head of Real Estate Solutions, Adrian Benedict talking to Lukasz about what he calls a ‘win-win’ for investors, something many of the large super funds have already realised.

We’d love to hear from you. Email us at [email protected] with your topics and questions and we will answer them in our episodes.

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This episode was recorded 4 March 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.

See omnystudio.com/listener for privacy information.

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Is the era of the magnificent 7 over? Markets watched as the fortunes of the latest tech-gang diverged in recent weeks, but as an investor how can you find the next ‘cool kids on the block’?

Listen in this month as our global mid-cap managers, James Abela and Maroun Younes uncover how they hunt for future mega-caps. These ‘goldilocks’ stocks as they call them, don’t dominate headlines like the Magnificent 7 but have seen the same incredible growth, but with less ‘unknowns’ than the smaller end of town.

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This episode was recorded 5 March 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.

See omnystudio.com/listener for privacy information.

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In this special and longer-than-usual episode, we get inside the heads of Andrew McCaffery, Fidelity’s Global CIO and Paul Taylor, Head of Investments in Australia to take us through how we’re currently seeing the world reflect on our latest Analyst Survey. Is China still investable? What may be the global ramifications from the upcoming US elections? And where do we think interest rates will finally land?

Because we know time is a precious commodity, you can jump ahead by using the time stamps below. Otherwise you may want to consider listening at 1.25-1.5x.

Episode guide

01.30     Lessons from the last 40 years of investing

03.37     What is a soft landing and how does this impact the outlook?

08:31     What should investors consider regarding inflation?

14:22     How will wage inflation play out for companies?

18:35     The outlook for interest rate cuts

25:14     Will corporate activity pick up in Australia?

29.12     Investment opportunities in China

39:16     US elections and the implications for markets

44:28     Investment opportunities for 2024

Want to know more about the Fidelity Analyst Survey and our findings for 2024? Read it here

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See why we’re an Aussie expert

This episode was recorded 9 February 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.

See omnystudio.com/listener for privacy information.

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It’s a new year, but is it a new market? The guys are back with their thoughts on what 2024 has in store. Will elections go to plan? What stocks are they picking? And what does AI have to do with it?

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

This episode was recorded 7 December 2023. 

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.

See omnystudio.com/listener for privacy information.

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In this episode Lukasz de Pourbaix is joined by our powerhouse of Aussie Portfolio Managers, Paul Taylor, James Abela and Casey McLean to break down 2023: What went right, what went wrong and has this made them bullish or bearish going into 2024?

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

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

See omnystudio.com/listener for privacy information.

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A once in a hundred-year event seems to be happening every other month these days, with threats of recession and intensifying geopolitical tensions. What’s an investor to do?

This month Lukasz de Pourbaix is joined by Portfolio Managers, Paul Taylor and James Abela as they look back previous periods of crisis and uncertainty and discuss their playbook on finding opportunity amidst the current volatility.

Got questions for us? Email [email protected]

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See why we’re an Aussie expert

Funds
Fidelity Australian Equities Fund
Fidelity Future Leaders Fund
Fidelity Global Future Leaders Fund

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

See omnystudio.com/listener for privacy information.

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Elvis may have been talking about love, but can’t the same be said for markets? GLP1 drugs like Ozempic’s success in the weight loss arena have disrupted the healthcare sector. Most notably ResMed, whose stock price plummeted on the back of predicted decreased demand. But where there is disruption and volatility, Paul Taylor sees opportunity.

This month Paul talks about why taking an immediate view can cloud investors thinking and where he’s seen this all before.

Got questions for us? Email [email protected]

See why we’re an Aussie expert

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

See omnystudio.com/listener for privacy information.

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It’s an unusual time for markets. Just when it looked like we could pop the champagne, September swiftly put it back on ice as “Australia’s slowest recession” continues to plod all the way to the bottom. However, for active fund managers like James Abela, these dislocations are where they find the unloved darlings.

This month James jumps headfirst into the whiplash of Aussie small caps, what stock her considers to be an unloved darling and his pick for what he thinks investors should really be considering in this environment.

Got questions for us? Email [email protected]

See why we’re an Aussie expert

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

See omnystudio.com/listener for privacy information.

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