CIO Outlook: The global rewiring is underway
Failed to add items
Add to cart failed.
Add to wishlist failed.
Remove from wishlist failed.
Follow podcast failed
Unfollow podcast failed
CIO Outlook: The global rewiring is underway
-
Narrated by:
-
Written by:
About this listen
From shifting tariff regimes to the end of US exceptionalism, and the real-world impact of AI — markets are being reshaped in real time. Staying ahead means understanding how these forces connect — and how they’ll affect long-term wealth outcomes.
Fidelity’s Global Equities CIO, Niamh Brodie-Machura, joins Lukasz de Pourbaix to unpack what this global rewiring means for investors:
- The global policy and economic reset underway
- How to think about volatility as a strategic tool, not just a risk
- Why diversification is more important than ever
- Where AI disruption is already driving productivity gains
- And whether US exceptionalism still holds up
The rules are changing — are portfolios ready?
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 18 June 2025.
See omnystudio.com/listener for privacy information.
See omnystudio.com/listener for privacy information.