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 Lodha, Alex 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.
This virtual event is for professional investors.
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. 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.
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.
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.