Geopolitics, policy and markets are colliding, but what does a multipolar world mean for portfolios, and why should investors be looking to true, multi‑dimensional diversification in this regime?

In this episode, Salman Ahmed, Fidelity's Global Head of Macro and SAA joins Lukasz de Pourbaix to step back from the noise to frame the big forces: shifting power blocs, policy trade‑offs and changing market structures, translating them into a practical way of thinking about portfolio resilience. Expect a focus on reducing concentration risk, building durability across regimes, and using diversification to handle correlation shifts and macro surprises.

Discover what to watch, how to weigh trade‑offs, and where diversification can do the heavy lifting -whether recession risk materialises or not.

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Learn more about Fidelity's Global Macro Outlook for 2026.

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 10 January 2026.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

Will sector rotations and AI themes reshape global markets in 2026? And how will valuation shifts and re-ratings influence where investors find growth and opportunity?

In this episode of Fidelity Sound Bites, Paul Taylor, Zara Lyons, and James Abela explore the forces set to define the year ahead - from the momentum in resources and small caps to evolving valuation dynamics across sectors. They also dive into productivity trends, the implications for Australian equities, and share bold predictions for what could be a year of broader market dispersion and fresh opportunities.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.

Everyone’s calling this the bubble before it bursts - and that’s a first.

In this episode, Maroun Younes joins Lukasz de Pourbaix to unpack the AI boom led by mega-cap giants. Are we witnessing a historic overreach or the early innings of a structural revolution?

Tune in for a candid look at valuations, capex, and the physics behind the hype and how investors can tackle this next tech era.

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Explore our insights on the AI Boom and how investors can navigate this next tech era.

Learn more about the Fidelity Global Future Leaders Fund and 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 6 November 2025.

See omnystudio.com/listener for privacy information.

See omnystudio.com/listener for privacy information.