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.

Fidelity Sound Bites is a business podcast hosted by Fidelity Australia, with 55 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Fidelity Australia hosts Fidelity Sound Bites, a business show with 55 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Fidelity Sound Bites

  Inside AI: What 30+ ASX boardrooms reveal

  Jul 12, 202623 min

  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 on AI adoption, the gap between hype and reality, and how governance is emerging as the critical signal for long-term winners. A must-listen for investors navigating the next phase of AI. We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer . This episode was recorded 2 June 2026. See omnystudio.com/listener for privacy information.

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  Fidelity Sound Bites

  Asia’s tech trade: Powered by a few, missed by many

  Jun 17, 202615 min

  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 unpack whether the momentum in AI-linked tech is sustainable, and what happens if expectations start to run ahead of earnings. Also covered: We explore how rising oil prices are shaping the outlook across Asia, with different impacts across key markets including India, China and ASEAN. We also discuss the implications of extreme market concentration for diversification, where investors may find overlooked opportunities beyond tech, particularly in under-owned areas like China, and why identifying companies with genuine pricing power is critical in a higher-cost environment.   Learn more about the  Fidelity Asia Fund We’d love to hear from you! Email us at PodcastsAustralia@fil.com  with suggestions for episodes or guests. For more information on Fidelity visit  fidelity.com.au . Read our full disclaimer. This episode was recorded 4 June 2026. See omnystudio.com/listener for privacy information. See omnystudio.com/listener for privacy information.

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  Fidelity Sound Bites

  Diversification hasn’t disappeared. It’s evolving.

  May 26, 202619 minS0

  <p>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.</p> <p>These periods tend to emerge when inflation is more volatile, as it is today. At the same time, markets are being driven by a different force, an investment-led cycle tied to AI and infrastructure, which is supporting earnings despite the noise.</p> <p>In this episode, Matt Quaife sits down with Lukasz to discuss why diversification is behaving differently, what this means for portfolio construction, and why these periods are among the...

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  Fidelity Sound Bites

  It’s uncomfortable to be in quality right now

  Apr 15, 202620 minS0

  <p>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.</p> <p>History shows quality tends to lag during ‘melt‑ups’, early‑cycle recoveries and strongly risk‑on environments, the very conditions markets have experienced amid AI optimism, capex booms and improving growth indicators. Are we at the end of the underperformance cycle, or is there further to go?</p> <p>In this month’s podcast, Maroun Yo...

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  Fidelity Sound Bites

  What the growing IPO pipeline in Asia is telling investors

  Mar 26, 202617 minS0

  <p>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.</p> <p>Portfolio Manager for the Fidelity Special Situations and Asia Pre-IPO Strategies, Dale Nicholls and Investment Director for Private Markets, Tony Liu talk through the current IPO environment in Asia and what it reveals about private company activity. Drawing on their experience across the region, they explain how pre‑IPO investing fits into the broader opportunity set an...

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