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Kate Howitt

Finding value with Kate Howitt

Kate Howitt catches up with Morningstar's Lex Hall to discuss her investing approach, the outlook for Australian equities and where she's seeing value.

12 April 2021 | Kate Howitt
The new frontier

The new frontier

In the lead up to InvestorDaily's inaugural ESG Summit, Kate Howitt - Portfolio Manager of the Fidelity Australian Opportunities Fund, joins Lachlan Maddock to discuss the new frontiers of ESG investing and why companies are stepping in where governments are checking out.

03 February 2021 | Kate Howitt
Investors face their own Breaking Bad moment

Investors face their own Breaking Bad moment

Market liquidity is typically thin over the annual holiday period as investors and asset allocators seek a change of scenery for a week or two. This year, even that change of scenery will need to be virtual.  Investors reduced to taking their mental break via streaming could do worse than (re)watching the AMC series “Breaking Bad”.  Aside from being rated as one of the top TV series of all time, the series’ story arc takes viewers on a journey that could be prophetic for global investors.

04 January 2021 | Kate Howitt
Beware of burning down the barn to bury the debt

Beware of burning down the barn to bury the debt

In the decade since the global financial crisis, there’s been a large build-up in sovereign debt by almost all Western nations. As with so many things this year, the COVID-19 pandemic has accelerated the trend. At some point, policymakers will have to turn their attention to the task of deleveraging, to somehow work off these large debt burdens.

09 November 2020 | Kate Howitt
The economic case for gender targets

The economic case for gender targets

Research shows that adding women to all-male teams increases group intelligence and performance, just like a portfolio of bonds and equities gives better risk-adjusted returns than bonds or equities alone. But out of the 12,000 portfolio managers globally, only 1,200 of them are female. Portfolio Manager, Kate Howitt looks at what still needs to be done to address the imbalance.

21 October 2020 | Kate Howitt
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