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 Casey McLean (Fidelity Australian Opportunities Fund) join forces to dissect August’s reporting season. How are shifting market dynamics are changing their outlooks for 2024? and how are they stacking the odds in their favour for the year ahead?

00:52: Reporting season recap
03:22: Company cost impacts 
07:14: Consumer impacts and changing consumption behaviour
10:40: Interest rates and property
13:53: Commodities and will China bounce?
19:35: Wrap up reporting season in 3 words
21:35: Has reporting season changed the outlook?

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This episode was recorded 7 September 2023.