2022 Fidelity Forum - Harness megatrends driving global growth

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2022 Fidelity Forum - Harness megatrends driving global growth

Where can global investors find exciting opportunities at a time of market uncertainty?

Three highly predictable megatrends driving global growth are longer lives, better lives and more lives. We’re finding compelling opportunities around the world in dynamic and innovative industries such as healthcare, robotics, automation and renewable energy.

Hear from our Demographic portfolio managers as they bring to life their fund and share stock stories from around the world benefitting from these themes. Alva Devoy makes the case for demographics and why now?

And don’t miss fascinating insights from futurist Bernard Salt, as he predicts powerful ‘post pandemic’ cultural and social change that will reshape conversations with clients, as their needs, behaviours and lifestyles change. 

 

This presentation is issued by FIL Responsible Entity (Australia) Limited ABN 33 148 059 009, AFSL No. 409340 (“Fidelity Australia”).  Fidelity Australia is a member of the FIL Limited group of companies commonly known as Fidelity International.

The presentation is provided for general information purposes and to wholesale and institutional investors only. Fidelity Australia does not authorise distribution of this presentation to any retail investors. Prior to making an investment decision, investors should seek professional advice. This presentation has been prepared without taking into account any person’s objectives, financial situation or needs.  You should consider these matters before acting on the information.  You should also consider the relevant Product Disclosure Statements (“PDS”) for any Fidelity Australia product mentioned in this presentation before making any decision about whether to acquire the product. The PDS can be obtained by contacting Fidelity Australia on 1800 119 270 or by downloading it from our website at www.fidelity.com.au. The relevant Target Market Determination (“TMD”) is available at www.fidelity.com.au. This presentation may include general commentary on market activity, sector trends or other broad-based economic or political conditions that should not be taken as investment advice. Information stated herein about specific securities is subject to change. Any reference to specific securities should not be taken as a recommendation to buy, sell or hold these securities. While the information contained in this presentation has been prepared with reasonable care, no responsibility or liability is accepted for any errors or omissions or misstatements however caused. This presentation may not be reproduced or transmitted without prior written permission of Fidelity Australia. The issuer of Fidelity’s managed investment schemes is Fidelity Australia.

© 2022 FIL Responsible Entity (Australia) Limited.  Fidelity, Fidelity International and the Fidelity International logo and F symbol are trademarks of FIL Limited.

This conference is for professional investors.

 

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

Alva Devoy

Alva Devoy

CIO Asset Management, Asia Pacific

Alva joined Fidelity in November 2014 and was appointed Managing Director, Australia in 2016.  She is responsible for the growth and diversification of the Australian business and represents Fidelity’s interests to key industry bodies and regulators. Prior to Fidelity, Alva has held senior executive, strategy and portfolio management positions at CIMB Securities International, RBS and KBC Asset Management. She also holds a PhD in Molecular Engineering from Trinity College Dublin.

Fidelity Global Demographics Fund (Managed 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.