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Fidelity Wealth Investor Forum

Important information - The value of investments and the income from them can go down as well as up, so you may get back less than you invest.

Investment approaches in uncertain times

Please submit your question using the form below by Sunday 17 May and we’ll try to answer as many as possible. 

Agenda:

  • Tom Stevenson, Investment Director, Fidelity Personal Investing - Tom will start proceedings with a short overview of market developments since the last Wealth Forum, including a recap of his 2020 fund recommendations and some thoughts on the outlook for the rest of 2020. He will then report on the findings of the latest Fidelity survey of investment sentiment, shining a light on investors’ hopes and fears during the current challenging market environment.
     
  • Ayesha Akbar, Portfolio Manager, Fidelity Select 50 Balanced Fund - As we move through this period of unprecedented uncertainty, markets are responding to a rapidly changing global economic backdrop. The first quarter of this year saw a dramatic spike in volatility and indiscriminate selling across asset classes, but as the world adapts to a ‘new normal’, where next for investors? Ayesha will outline the key drivers of markets over the coming months, and where the team is looking for selective opportunities as conditions evolve. From the progression of the international response to Covid-19, to monetary and fiscal policy, the outlook for global markets is uncertain - and Ayesha will discuss how a balanced and diversified approach to asset allocation can help investors mitigate some of the biggest risks facing investors over the course of 2020 and beyond.
     
  • Jeremy Podger, Portfolio Manager, Fidelity Global Special Situations Fund - Global equity markets have moved past the point of maximum uncertainty, but many risks remain. So far in 2020, there has been huge variation in returns between different regions, different sectors and different styles of investment. This highlights the benefits of global diversification but also begs the question of whether this dispersion may have gone too far. In the light of current consensus expectations, Jeremy will discuss whether market valuations are attractive now and which areas we should be looking at for new investment opportunities.
     
  • Q&A - your questions for our speakers.

Important information - This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to a financial adviser. These funds use financial derivative instruments for investment purposes, which may expose them to a higher degree of risk and can cause investments to experience larger than average price fluctuations. The investment policy of the Fidelity Select 50 Balanced Fund means it invests mainly in other funds or invests mainly in units in collective investment schemes. There is a risk that the issuers of bonds may not be able to repay the money they have borrowed or make interest payments. When interest rates rise, bonds may fall in value. Rising interest rates may cause the value of your investment to fall. The Fidelity Global Special Situations Fund invests more heavily than others in smaller companies, which can carry a higher risk because their share prices may be more volatile than those of larger companies.