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 recap03:22: Company cost impacts 07:14: Consumer impacts and changing consumption behaviour10:40: Interest rates and property13:53: Commodities and will China bounce?19:35: Wrap up reporting season in 3 words21:35: Has reporting season changed the outlook? Got questions for us? Email [email protected] See why we’re an Aussie expert This episode was recorded 7 September 2023. Read our full disclaimer.See omnystudio.com/listener for privacy information.

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