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 portfolio managers Paul Taylor, Sam Heithersay and James Abela, with host Lukasz de Pourbaix, as they unpack what the latest results revealed about the economy, earnings and where opportunities are emerging.
Key topics discussed:
Why dispersion is growing across the Australian market, with stark…
The skinny
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