2021 Fidelity Investment Forum - Reimagining the future

About Individual sessions Speakers Fidelity Global Demographics Fund Contact Us

2021 Fidelity Investment Forum - Reimagining the future

Virtual event

There is a new economic order - winners and losers dominated by regions that emerged from Covid-19 lockdown first, and accelerated trends in digital and consumption. What global themes should you be thinking about as you construct portfolios for the future?

Our global investment managers will uncover the future growth engine of Asia and explore mega-trends in healthcare and technology being fast-tracked by demographic shifts. And you’ll be thinking differently on ESG, as Kate Howitt leads a thought-provoking discussion on the ESG conundrum of investing.

Finally, don’t miss Bernard Salt, Australia’s favourite demographer and futurist, who will describe the ‘’post Corona’’ customer, their needs and motivations and the changes in the Australian landscape as we reimagine our future.

Don’t miss this exciting virtual event.

Watch the replay

This virtual event is for professional investors.

 

Individual sessions

Generation Next: post covid triggers for Millennials, Alphas and Others

Bernard discusses triggers in the life cycle for the "post Corona" client. Their needs and motivations, and the changes in the Australian landscape.

The Fidelity Global Demographics Fund - Key themes in an ageing population

The portfolio managers for the Fidelity Global Demographics Fund explore mega trends in consumption, healthcare and technology being fast-tracked by demographic shifts.

A regime change in markets

The outlook for markets globally and across Asia for the coming year and beyond

Digging deeper on ESG

Digging deeper and exploring the ESG conundrum.  What do investors need to look for when thinking about sustainable investing and striking the balance between impact and alpha.

Speakers

Bernard Salt

Bernard Salt

Futurist, The Demographics Group

Bernard Salt is widely regarded as one of Australia’s leading social commentators by business, the media and the broader community.

Bernard heads The Demographics Group which provides advice on demographic, consumer and social trends for business. Prior to that Bernard founded KPMG Demographics.

He writes two weekly columns for The Australian newspaper and is an adjunct professor at Curtin University Business School.

bernard-salt.com.au

Paras Anand

Paras Anand

CIO Asset Management, Asia Pacific

Paras is responsible for working across all asset classes to determine regional priorities, catalyse innovation and represent the function to external bodies such as regulators and policy makers. He will also manage the Emerging Markets and Australian Equity portfolio management teams, lead global initiatives such as systematic investment strategies and use of data, analytics and artificial intelligence in the investment process and take responsibility globally for ESG, Corporate Finance and Equity Capital Markets. 

Kate Howitt

Kate Howitt

Portfolio Manager, Fidelity Australian Opportunities Fund

Kate Howitt is a portfolio manager in Fidelity's highly successful Australian equities investment team.

Since 2007, Kate Howitt has had sole responsibility for a range of mandates for domestic and overseas clients including the Fidelity Australian Opportunities Fund.

Kate has been named Money Management’s Women in Financial Services Investor of the Year in 2015, Lonsec's Rising Star in 2016 and was included in CNBC's 2016 ranking of the world's top 20 female portfolio managers across both equities and bonds. In 2020, she was named in Citywire’s list of the best 30 female fund managers in the world.

Fidelity Global Demographics Fund

The Fund is co-managed by Aneta Wynimko, Alex Gold and Oliver Hextall.

The team is supported by our global research team of 180 analysts and 400 investment professionals worldwide.

Aneta Wynimko

Aneta Wynimko

Aneta has 22 years’ experience and has been a Portfolio Manager for the Fidelity Global Demographics Fund since 2015. Alex and Oliver joined Aneta as co-managers in 2019. Aneta joined Fidelity in 2001 as a Research Analyst and has covered a variety of sectors including, Banks, Media and Construction. She holds a Masters of Finance and Economics from the Warsaw School of Economics and a Masters of Finance from the London Business School.

Alex Gold

Alex Gold

Alex has 10 years’ investment experience, joining Fidelity as a research analyst in 2010. He also covered a number of sectors including Banks, Medical Technology and Energy. He holds a First Class Honours degree in History and is also a Chartered Accountant (ACA).

Oliver Hextall

Oliver Hextall

Oliver has 13 years’ industry experience and since joining Fidelity as an analyst in 2011, has covered Consumer Discretionary, Metals and Mining, Aerospace, Defence and Airlines. He holds an Honours degree in Classics from Oxford University.