Fidelity Sound Bites

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.

Find out more about the Fidelity Future Leaders Fund

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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.

Find out more about the Fidelity Australian Equities Fund

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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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Find out more about the Fidelity Future Leaders Fund

Find out more about the Fidelity Australian Equities Fund

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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.

Find out more about the Fidelity Future Leaders Fund

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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.

Find out more about the Fidelity Australian Equities Fund

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Peak inflation, peak rates, peak fear? Will everything get better from here?

Listen in to this month’s episode with Portfolio Manager for the Fidelity Future Leaders Fund, James Abela as he explores what has happened throughout January and the implications for markets, his portfolio and investors.

This episode was recorded 31 January 2023. Read our full disclaimer.

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China's re-opening: inflation is here to stay but what does it mean for investors?

Listen in to this month’s episode with Portfolio Manager for the Fidelity Australian Equities Fund, Paul Taylor as he explores what has happened throughout January and the implications for markets, his portfolio and investors.

This episode was recorded 31 January 2023. Read our full disclaimer.

Find out more about the Fidelity Australian Equities Fund

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See omnystudio.com/listener for privacy information.

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Welcome to Fidelity Sounds Bites - a straight-to-the-point podcast with two of Australia's leading investors.

Join us each month to hear from Paul Taylor Portfolio Manager for the Fidelity Australian Equities Fund and James Abela, Portfolio Manager for the Fidelity Future Leaders Fund, where they’ll explore what's happening in markets, how they're positioning their portfolios and the outlook ahead.

Read our full disclaimer.
Get the latest insights from Fidelity.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.