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 distinct investing is so fascinating. They walk you through how Dmitry finds and shorts companies in deep water, whether the hype around AI and tech has been overplayed, and signs from a contrarian view that may mean China is attractive again.

Learn more about Fidelity and our 400+ investment experts at fidelity.com.au

This episode was recorded 14 May 2024. Read our full disclaimer.

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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 be found?

In this month’s episode Amit Goel, Portfolio Manager for the Fidelity India and Global Emerging Markets Funds (ASX:FIIN and ASX:FEMX) discusses some of these, including the shift to India for global supply chains and the rise of the domestic consumer of India.

We’re also really excited to let you know we recently won the Financial Standard MAX Awards Podcast of the Year 2024! Congratulations to Lukasz and the team.

Discover the Fidelity India Active ETF

This episode was recorded 20 March 2024. Read our full disclaimer.

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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 and Japan, uncovering what our analysts on-the-ground are actually seeing. They dive into what investors may be missing when it comes to the superpower, and the drivers behind Japan's reawakening.

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This episode was recorded 15 April 2024. Read our full disclaimer.

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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 many of the large super funds have already realised.

We’d love to hear from you. Email us at podcastsaustralia@fil.com with your topics and questions and we will answer them in our episodes.

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This episode was recorded 4 March 2024. Read our full disclaimer.

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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 for future mega-caps. These ‘goldilocks’ stocks as they call them, don’t dominate headlines like the Magnificent 7 but have seen the same incredible growth, but with less ‘unknowns’ than the smaller end of town.

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This episode was recorded 5 March 2024. Read our full disclaimer.

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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 the global ramifications from the upcoming US elections? And where do we think interest rates will finally land?

Because we know time is a precious commodity, you can jump ahead by using the time stamps below. Otherwise you may want to consider listening at 1.25-1.5x.

Episode guide

01.30 Lessons from the last 40 years of investing

03.37 What is a soft landing and how does this impact the outlook?

08:31 What should investors consider regarding inflation?

14:22 How will wage inflation play out for companies?

18:35 The outlook for interest rate cuts

25:14 Will corporate activity pick up in Australia?

29.12 Investment opportunities in China

39:16 US elections and the implications for markets

44:28 Investment opportunities for 2024

Want to know more about the Fidelity Analyst Survey and our findings for 2024? Read it here

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This episode was recorded 9 February 2024. Read our full disclaimer.

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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?

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Funds
Fidelity Australian Equities Fund
Fidelity Future Leaders Fund
Fidelity Global Future Leaders Fund
Fidelity Australian Opportunities Fund

This episode was recorded 7 December 2023. Read our full disclaimer.

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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?

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Funds
Fidelity Australian Equities Fund
Fidelity Future Leaders Fund
Fidelity Australian Opportunities Fund

This episode was recorded 7 December 2023. Read our full disclaimer.

See omnystudio.com/listener for privacy information.