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, Harry Hardy, Investment Director for the Fidelity Global Bond Fund unpacks why fixed income deserves a fresh look.

In this episode discover our contrarian view and why we believe the market is underestimating just how far the Fed might go with rate cuts—and what that means for yields, credit spreads, and positioning in today’s environment. We also break down the macro environment including how investors can navigate the swings in volatility.

Discover more on why now is the time for bonds

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 19 May 2025

See omnystudio.com/listener for privacy information.

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 all it seems, at least for now.

This month we have Co-Portfolio Managers for the Fidelity Global Future Leaders Fund and Active ETF, James Abela and Maroun Younes join Lukasz where they discuss why they think US remains an extremely attractive investment destination, why they’re keeping their cool around the current market upheaval, and the surprising market deviation for small and mid-caps from past sell offs.

Find out more about the Fidelity Global Future Leaders Active ETF.

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 22 April 2025.

See omnystudio.com/listener for privacy information.

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 revisit emerging markets?

In this episode, Amit Goel, Portfolio Manager for the Fidelity Emerging Markets and India Funds explores the dynamic market changes in China, including the stabilisation of property market and consumer recovery, India's growth and innovation, and Brazil's unique interest rate environment and the opportunities in the region.

Read our full disclaimer.

We’d love to hear from you
Email us at PodcastsAustralia@fil.com or visit fidelity.com.au for more information on Fidelity or Fidelity products.

This episode was recorded 19 March 2025.

See omnystudio.com/listener for privacy information.