Fidelity Investment Forum On Air
Next level thinking: investing in a new era

About Individual sessions Speakers Presentation material Supporting material Contact Us

Next level thinking: investing in a new era

In 2020 the world has changed by an unimaginable global pandemic. Business models have been transformed driven by supply and demand disruption, changing consumer behaviour, work habits and an even greater social conscience. The factors driving a company’s future success are going to look very different to the past.

In our recent investment forum, Portfolio Managers Amit LodhaAlex Duffy and Kate Howitt  discuss why investing for resilience has never been more important. They discuss the key themes emerging and how they are building portfolios to succeed in the new era in active management.

Earn 2.00 CE/CPD hours for watching this video

The Fidelity Investment Forum 2020 (online on-demand) has been accredited for a maximum of 2.00 Continuing Education (CE/CPD) hours by Portfolio Construction Forum. 

As soon as you successfully complete the CE quiz, you’ll immediately receive an email from Portfolio Construction Forum. It will contain a link to access your CE/CPD certificate via your complimentary Forum MyCE record on the Forum’s .edu.au online learning platform.

If you’re a CIMA certificant, the Forum will also report your CE accreditation to the Investments & Wealth Institute on your behalf, so it appears in your Institute dashboard within seven to 10 business days.

Please click below to complete the CE Quiz provided by Portfolio Construction Forum for this learning activity.

CPD accreditation

This virtual event is for professional investors.

 

Individual sessions

The value of advice

Alva Devoy joins the forum to discuss why the real value of advice goes beyond its monetary value.  Our investor research highlights key benefits to overall health and mental well-being and main worries for investors during the Covid pandemic.

Not all emerging markets are the same

Not all emerging markets are the same.  Alex explains while the case for emerging markets remains strong, it will be critical to invest with an active manager to find the resilient companies with the best opportunity for growth.

Picking the winners will require a flexible mindset

Amit discusses why he believes the winners of the future will look very different from the past.  New sectors and regions will emerge stronger than others, and it will be important to remain flexible. 

Our ESG journey

Kate takes us on Fidelity’s ESG journey, and brings this to life through her own approach to investing and some key case studies in the Australian market.

Speakers

Alva Devoy

Alva Devoy

Managing Director - Australia

Alva was appointed as Managing Director of Fidelity International's Australian business in 2016. Alva is accountable for ensuring that Fidelity’s global investment strategies deliver the best outcome possible for Australian clients.

Amit Lodha

Amit Lodha

Portfolio Manager, Fidelity Global Equities Fund

Amit Lodha has been Portfolio Manager for the Fidelity Global Equities Fund for close to 10 years. The Fund offers investors a diversified core portfolio of around 100 of our best ideas globally and has consistently outperformed its benchmark, delivering a return of 10.22% pa to investors over the past five years.

Alex Duffy

Alex Duffy

Portfolio Manager, Fidelity Global Emerging Markets Fund 

Since April 2015, Alex has been solely managing global emerging market equities, including FEMX, Fidelity’s Emerging Markets Active ETF launched in 2018. Alex’s emerging markets strategy is Highly Recommended by Zenith and was the winner of 2019 Zenith Fund Award for the International Equities - Emerging Markets and Regional category.

Kate Howitt

Kate Howitt

Portfolio Manager, Fidelity Australian Opportunities Fund

Kate was included in CNBC’s list of the world’s top 20 female portfolio managers across both equities and bonds, based on fund performance. Kate has also received several awards including the Lonsec Rising Star Award (2016) and the Women in Financial Services ‘Investment Manager of the Year’ award in 2015.   In 2019, she was named in Citywire's list of the top 30 female fund managers across the globe.

Presentation material

Supporting material

Related insights