Momentum fading, quality expensive and value rallying - where to from here?

Momentum fading, quality expensive and value rallying - where to from here?

Since 2013 James Abela has been identifying the future leaders of tomorrow using his unique QMTV investment process and philosophy for the Fidelity Future Leaders Fund .

James' tried and tested approach, plus his ability to ‘stick to his knitting’ has never been more important as markets experience fading earnings, ‘momentum madness’, and a crunch on quality.

Watch the replay where James shares his insights and observations on:

  • The pro-junk, anti-quality era
  • How we found ourselves here
  • The impacts on markets
  • Portfolio position and performance

This webinar is for professional investors.

This document is issued by FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340 (“Fidelity Australia”). Fidelity Australia is a member of the FIL Limited group of companies commonly known as Fidelity International.

This document is intended for use by advisers and wholesale investors. Retail investors should not rely on any information in this document without first seeking advice from their financial adviser. This document has been prepared without taking into account your objectives, financial situation or needs. You should consider these matters before acting on the information.  You should also consider the relevant Product Disclosure Statements (“PDS”) for any Fidelity Australia product mentioned in this document before making any decision about whether to acquire the product. The PDS can be obtained by contacting Fidelity Australia on 1800 119 270 or by downloading it from our website at This document may include general commentary on market activity, sector trends or other broad-based economic or political conditions that should not be taken as investment advice. Information stated herein about specific securities is subject to change. Any reference to specific securities should not be taken as a recommendation to buy, sell or hold these securities. While the information contained in this document has been prepared with reasonable care, no responsibility or liability is accepted for any errors or omissions or misstatements however caused. This document is intended as general information only. The document may not be reproduced or transmitted without prior written permission of Fidelity Australia. The issuer of Fidelity’s managed investment schemes is FIL Responsible Entity (Australia) Limited ABN 33 148 059 009. Reference to ($) are in Australian dollars unless stated otherwise.

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James Abela is the portfolio manager of the Fidelity Future Leaders Fund which was launched in 2013, after 10 years as a Fidelity investment analyst. James' unique process has seen him win the 2018, 2019 and 2020 Morningstar Fund Manager of the Year award for Domestic Equities Small Cap Category.

Prior to Fidelity, James worked as a portfolio manager and investment analyst for 4 years at Constellation Capital Management covering the consumer staples and consumer discretionary sectors.

James has also worked for BNP Equities for 3 years as a research analyst, covering food and alcohol as well as diversified industrials. His professional career began in 1995 at Ernst & Young as a senior consultant, accountant and tax advisor.

James has completed a Bachelor of Commerce (Accounting and Marketing) and a Master of Commerce (Finance, Business Law and Taxation), both at the University of New South Wales.