IPO activity in Asia is picking up, but the real story starts well before companies reach the market. Strong pipelines often reflect confidence from founders and improving conditions beneath the surface. That can create opportunities for investors willing to look ahead.

Portfolio Manager for the Fidelity Special Situations Strategy, Dale Nicholls and Investment Director for Private Markets, Tony Liu talk through the current IPO environment in Asia and what it reveals about private company activity. Drawing on their experience across the region, they explain how pre‑IPO investing fits into the broader opportunity set and how they think about risk, timing and growth.

Learn more about Fidelity www.fidelity.com.au

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 23 March 2026

See omnystudio.com/listener for privacy information.

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.