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The S&P 500 keeps climbing, but what if your portfolio is taking on more risk than you realise? Bryce & Ren are joined by Matt Jones, Co-Portfolio Manager of the Fidelity Research Global Equities Fund, to unpack the momentum trade powering global markets and the hidden concentration risks lurking beneath the surface. From AI giants dominating index returns to the overlooked stocks Fidelity believes could be tomorrow’s winners, Matt explains how investors can look under the bonnet of their portfolios.
In this episode:
00:00 Introducing Matt Jones
03:11 Momentum Investing Explained: How It Works & Why It Matters
05:49 The Hidden Concentration Risk in the S&P 500 & AI Trade
10:36 Active vs Passive: Are You Paying for an Index-Hugging Fund?
13:02 When Momentum Reverses & How Fidelity Spots Opportunities
19:11 NVIDIA, Microsoft & the Outlook for the AI Trade
24:02 How to Audit Your Portfolio for Hidden Concentration
27:02 Two Unloved Stocks Fidelity Likes
Stocks & ETFs Mentioned: NVIDIA (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Samsung Electronics (KRX: 005930), Meta Platforms (NASDAQ: META), CoreWeave (NASDAQ: CRWV), Firmus, Amer Sports (NYSE: AS), Nike (NYSE: NKE), Lululemon Athletica (NASDAQ: LULU), LVMH (EPA: MC), Moncler (BIT: MONC), Scout24 (ETR: G24), REA Group (ASX: REA), CoStar Group (NASDAQ: CSGP), Domain Holdings Australia, Zillow Group (NASDAQ: Z), Salesforce (NYSE: CRM)
Case study referenced: When momentum becomes the market | Investment Insights | Fidelity Australia
Learn more about the Fidelity Research Global Equities Fund and Fidelity’s approach to systematic investing at fidelity.com.au
Investors should consider the PDS and TMD available at fidelity.com.au, and whether this product is suitable for you. FIL Responsible Entity (Australia) Limited, ABN 33 148 059 009, AFSL 409 340.
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This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
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