PODCAST · business
Fidelity Sound Bites
by Fidelity Australia
Your direct connection to some of Fidelity Australia's leading portfolio managers. Listen in every month as they tell you what’s on their mind when it comes to markets and, their portfolios, as well as special topical bonus episodes.
Episodes
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BONUS | Dividends, data centres and dirt: Inside the resources rally
BHP has delivered a record result, copper has overtaken iron ore as its largest earnings contributor, and resources have become one of the market's strongest-performing sectors. But is this the beginning of a structural shift, or are investors getting carried away by another commodity cycle?...
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2026 reporting season: The great divide
Reporting season exposed a market moving in two very different directions. While resources and AI-linked infrastructure businesses continue to benefit from powerful global tailwinds, many consumer and housing-exposed companies are facing a more challenging outlook. Join Fidelity Australian equity...
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The wolf in sheep’s clothing: Is momentum hiding in your portfolio?
Momentum has been one of the market's biggest winners in recent years. But what happens when the trade everyone loves starts to unwind? In this month's episode of Sound Bites, Matt Jones, Portfolio Manager for the Fidelity Research Global Equities Fund explores why momentum has become such a...
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Inside AI: What 30+ ASX boardrooms reveal
AI is reshaping business faster than most investors realise, and Fidelity is on the front line. In this episode, Lukasz de Pourbaix speaks with Sam Heithersay and Sue Lyn Stubbs, who share rare, first-hand insights from over 30 ASX boardroom conversations. They unpack where companies are truly at...
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Asia’s tech trade: Powered by a few, missed by many
Asia’s returns are being driven by a narrow group of semiconductor giants at the centre of the global AI boom raising real questions around concentration, valuation and what investors are actually getting. In this episode Lukasz and Fidelity Investment Director for Asian equity, Gary Monaghan...
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Diversification hasn’t disappeared. It’s evolving.
Diversification has long relied on bonds offsetting equity risk. That relationship is proving less reliable, with recent shocks exposing how quickly correlations can move together. These periods tend to emerge when inflation is more volatile, as it is today. At the same time, markets are being...
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It’s uncomfortable to be in quality right now
Quality hasn’t failed. It’s cyclical. Over the past 40 years, quality investing has delivered strong long‑term outcomes, yet it has underperformed roughly a third of the time. The current episode stands out: nearly two years in length and around 30% of relative underperformance. History shows...
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What the growing IPO pipeline in Asia is telling investors
IPO activity in Asia is picking up, but the real story starts well before companies reach the market. Strong pipelines often reflect confidence from founders and improving conditions beneath the surface. That can create opportunities for investors willing to look ahead. Portfolio Manager for the...
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Navigating a multipolar world
Geopolitics, policy and markets are colliding, but what does a multipolar world mean for portfolios, and why should investors be looking to true, multi‑dimensional diversification in this regime? In this episode, Salman Ahmed, Fidelity's Global Head of Macro and SAA joins Lukasz de Pourbaix to…
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2026 Outlook: Rotations, resources and re-ratings
Will sector rotations and AI themes reshape global markets in 2026? And how will valuation shifts and re-ratings influence where investors find growth and opportunity? In this episode of Fidelity Sound Bites, Paul Taylor, Zara Lyons, and James Abela explore the forces set to define the year ahead…
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Open AI, Amazon, NVIDIA: Bubble or breakthrough?
Everyone’s calling this the bubble before it bursts - and that’s a first. In this episode, Maroun Younes joins Lukasz de Pourbaix to unpack the AI boom led by mega-cap giants. Are we witnessing a historic overreach or the early innings of a structural revolution? Tune in for a candid look at...
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Asia: From factories to tech powerhouse
Twenty years ago, Asia was the world’s factory floor. Today, it’s powering the future of EVs, semiconductors, and AI. Join Fidelity’s Gary Monaghan and Lukasz de Pourbaix as they unpack how the region has evolved, what’s stayed the same, and where the biggest opportunities lie for the years…
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BONUS | Australia's banking giant: Why CBA continues to lead
CBA took centre stage in the 2025 reporting season and is top of mind for many Australian investors. Sell or buy more? As part of this reporting season’s recap, we’ve asked our Australian equities portfolio managers to weigh in with their views for a detailed discussion on the ASX 200’s top…
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Reporting season recap: Decoding market dispersions
Results are in, and dispersion is rewriting the rules on the ASX. We’ve brought together an expert panel to unpack what’s fuelling the wild swings between winners and losers this reporting season. Discover how macro trends, AI innovation and shifting consumer confidence are reshaping valuations,...
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Beyond human bias: The systematic advantage
Systematic investing often gets lumped in with opaque, black-box quant models that seem impossible to explain. But the best strategies can be anything but mysterious. At their core, they’re about applying consistent rules, managing risk with discipline, and making decisions driven by data. So how...
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Asia vs the world: Why liquidity could shift East
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…
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CIO Outlook: The global rewiring is underway
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...
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Bonds are back: The Fed may cut more than you think
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...
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The end of US exceptionalism: Myth or reality?
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...
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Is it time to be more bullish on emerging markets?
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...
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The most volatile reporting season yet?
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...
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How could Australia's mining industry be impacted by tariffs and the repeal of the IRA?
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...
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Japan's market revolution: From deflation to inflation
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...
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Outlook 2025: In tech we trust
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...
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Trump wins: Tariffs, inflation and the road ahead
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...
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Australia's Magnificent Six?
Roughly 70% of the returns driven by the ASX year-to-date can be traced back to six Aussie stocks - Four banks, two miners, a consumer discretionary and a real estate company. But how does China's largest stimulus package since 2015 impact those returns going forward? This month join Lukasz and...
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Unpacking reporting season: Is tech the answer to rising costs and productivity concerns?
While the issue of inflation remains the same, this year it appears the winners are different. From Coles reducing theft to Wise Tech, Pro Medicus, and REA Group leading the charge toward efficiency, tech and tech-savvy companies are driving productivity across industries and helping fight rising...
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Should you believe the market on AI? And a veteran Investor’s lessons from 10 years investing in Asia
Anthony Srom, Portfolio Manager for the Fidelity Asia Fund admits how he views the world is a little different, but this may be his superpower when it comes to outperforming the index for nearly a decade*. So what has shaped this veteran investor to ask the questions others aren’t? In this…
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Inside the mind of a short seller
Being a contrarian investor is no walk in the park; when all signs point left, a contrarian’s first instinct is to look right. So, what does it take to short a stock? This month, Lukasz de Pourbaix gets inside the mind of contrarian Portfolio Manager, Dmitry Solomakhin to explore why this type of...
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Beyond India’s elections
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...
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Are China and Japan having a renaissance?
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…
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BONUS | How can real estate save 200 flights between London and New York?
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…
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Searching for the next Magnificent 7
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…
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Insights from a CIO: Elections, China and interest rates
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...
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Elections, stocks and AI: Our 'crystal ball' for the year ahead
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? Quick Links Get the latest insights from Fidelity See why we’re an Aussie expert Funds Fidelity...
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Has 2023 set us up for a bullish or bearish 2024?
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? Quick Links Get the latest insights from Fidelity...
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An investor’s playbook to global unrest
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...
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Paul Taylor | Wise men say, only fools rush in… to Ozempic
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…
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James Abela | The unloved darling of small caps
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…
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3 Aussie experts | Stacking the odds in your favour
This month we’ve brought out our top brass. Portfolios managers Paul Taylor (Fidelity Australian Equities Fund), James Abela (Fidelity Future Leaders Fund) and Casey McLean (Fidelity Australian Opportunities Fund) join forces to dissect August’s reporting season. How are shifting market dynamics...
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Paul Taylor | 1.3km under the Gobi Desert: Rio Tinto’s solution for global copper supply
With high grade copper being harder and harder to find and demand increasing, what will the world’s largest miners do to meet global supply targets? Paul speaks with Sam Heithersay, Fidelity’s mining analyst who just came back from a recent research trip to Mongolia to discuss the outlook for...
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James Abela | A decade of finding future leaders and why traditional value stocks aren’t working
James looks back on 10 years of investing in Aussie small and mid-caps, and some of the names that helped him get here. We also analyse the current environment, and why it may not be just earnings driving markets as reporting season kicks off. Got questions for James? Email us at...
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James Abela | Expectations for reporting season
As we gear up for reporting season, mid and small cap universe dynamics are shifting with a significant dispersion between small and mid-cap companies. With less fear being seen in the market, valuations have expanded on the expectation of earnings growth. But the burning question for investors...
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Paul Taylor | 20 years of lessons, leaders and losers | Wisetech, SEEK, Billabong and Domino’s
In a slightly longer episode than usual, Paul looks back on 20 years of running the Fidelity Australian Equities Fund, with stories of some of the biggest winners and valuable lessons from the occasional losers. Hear the secrets behind the Fund’s success which has seen it outperform it’s…
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Paul Taylor | The green premium: How Australia’s ESG standards could make us a winner for critical minerals
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...
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James Abela | The epicentre of concern: analysing the consumer sector
Is the consumer sector heading for trouble? Join Andrew, James and Consumer Investment Analyst, Brendan Mowry, as they explore the challenges facing consumers as cyclical cracks begin to appear. From the impact of rising rates to mortgage cliffs, what parts of the market are going to be under...
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BONUS EPISODE | 2023 Budget: increased focus on consumers and healthcare
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...
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Paul Taylor | Investing in property when rates are rising? | Goodman Group, Blackmores & Silk Laser
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...
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James Abela | Welcome to the paradigm shift | Altium, Orica, Auckland Airport & Vicinity Centres
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...
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BONUS EPISODE | A ‘golden’ era for resources?
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…
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ABOUT THIS SHOW
Your direct connection to some of Fidelity Australia's leading portfolio managers. Listen in every month as they tell you what’s on their mind when it comes to markets and, their portfolios, as well as special topical bonus episodes.
HOSTED BY
Fidelity Australia
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Frequently Asked Questions
How many episodes does Fidelity Sound Bites have?
Fidelity Sound Bites currently has 58 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Fidelity Sound Bites about?
Your direct connection to some of Fidelity Australia's leading portfolio managers. Listen in every month as they tell you what’s on their mind when it comes to markets and, their portfolios, as well as special topical bonus episodes.
How often does Fidelity Sound Bites release new episodes?
Fidelity Sound Bites has 58 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Fidelity Sound Bites?
You can listen to Fidelity Sound Bites on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Fidelity Sound Bites?
Fidelity Sound Bites is created and hosted by Fidelity Australia.
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