Shows / Fidelity Sound Bites
Fidelity Sound Bites
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
- Fidelity Sound Bites
Where to invest in the new Japan
Why this comeback story is gathering momentum. For years, Japan was seen as a slow-growth market defined by deflation and cautious corporate behaviour. Now…
Fidelity Sound BitesBONUS | 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…
- Fidelity Sound Bites
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…
- Fidelity Sound Bites
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…
- Fidelity Sound Bites
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…
- Fidelity Sound Bites
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…
- Fidelity Sound Bites
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…
- Fidelity Sound Bites
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…
- Fidelity Sound Bites
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…
- Fidelity Sound Bites
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…
Fidelity Sound Bites2026 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…
Fidelity Sound BitesOpen 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…
Fidelity Sound BitesAsia: 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…
Fidelity Sound BitesBONUS | 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…
Fidelity Sound BitesReporting 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…
Fidelity Sound BitesBeyond 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…
Fidelity Sound BitesAsia 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…
Fidelity Sound BitesCIO 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…
Fidelity Sound BitesBonds 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…
Fidelity Sound BitesThe 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…
Fidelity Sound BitesIs 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…
Fidelity Sound BitesThe 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…
Fidelity Sound BitesHow 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…
Fidelity Sound BitesJapan'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…
Fidelity Sound BitesOutlook 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…
Fidelity Sound BitesTrump 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…
Fidelity Sound BitesAustralia'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…
Fidelity Sound BitesUnpacking 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…
Fidelity Sound BitesShould 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…
Fidelity Sound BitesInside 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…
Fidelity Sound BitesBeyond 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…
Fidelity Sound BitesAre 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…
Fidelity Sound BitesBONUS | 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…
Fidelity Sound BitesSearching 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…
Fidelity Sound BitesInsights 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…
Fidelity Sound BitesElections, 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…
Fidelity Sound BitesHas 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…
Fidelity Sound BitesAn 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…
Fidelity Sound BitesJames 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”…
Fidelity Sound BitesPaul 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…
Fidelity Sound Bites3 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…
Fidelity Sound BitesJames 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…
Fidelity Sound BitesPaul 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…
Fidelity Sound BitesJames 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…
Fidelity Sound BitesPaul 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…
Fidelity Sound BitesJames 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…
Fidelity Sound BitesPaul 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”…
Fidelity Sound BitesBONUS 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…
Fidelity Sound BitesJames 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…
Fidelity Sound BitesPaul 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…
Fidelity Sound BitesBONUS 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…
Fidelity Sound BitesJames Abela | Small and mid-caps: What are the signals telling us?
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…
Fidelity Sound BitesPaul Taylor | What does SVB mean for Aussie financials?
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…
Fidelity Sound BitesBONUS | PM to PM | February 2023 reporting season
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…
Fidelity Sound BitesJames Abela | Reality bites for markets
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…
Fidelity Sound BitesPaul Taylor | Have rate rises done enough?
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…
Fidelity Sound BitesJames Abela | Peak, peak, peak?
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…
Fidelity Sound BitesPaul Taylor | China and inflation: Headwind or tailwind?
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…
Fidelity Sound BitesTrailer
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…