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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.
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Recent Episodes
S1E45 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…
S1E44 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…
S1E43 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…
S1E42 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…
S1E41 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.…
S1E40 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…
S1E39 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…
S1E38 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 —…
S1E37 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,…
S1E36 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…
S1E35 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…
S1E34 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…
S1E33 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…
S1E32 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…
S1E31 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…
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,…
S1E29 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…
S1E28 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,…
S1E27 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…
S1E26 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…
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Fidelity Sound Bites has published 49 episodes since February 2023, covering topics in Business, Investing.
Fidelity Sound Bites is currently active with new episodes monthly. Average episode length is 19m.
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