Register for the 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.
We’re delighted to invite you to our forthcoming Investor Forum, exclusive to Fidelity Wealth customers.
Date: Wednesday 29 January 2020
Time: Arrive at 17:30 for a 18:00 start
Venue: 4 Cannon Street, London, EC4M 5AB
- Tom Stevenson, Investment Director, Fidelity Personal Investing - 2019 was much kinder to investors than many expected at the beginning of the year. As we enter not just a new year but a new decade too, it’s time to look at our investments to ensure they are right for 2020. Our investment director Tom Stevenson will set out his new year Investment Outlook and introduce his four fund picks for the year ahead. That will set the scene for investors to hear from the managers of two of the four funds; Artemis Global Emerging Markets and Liontrust UK growth.
- Raheel Altaf, Fund Manager, Artemis Global Emerging Markets Fund - Global slowdown, trade war and political uncertainty are headline themes leading investors away from emerging market equities. Yet, with easier financial conditions and the potential for monetary and fiscal stimulus, emerging equities appear cheap relative to developed, and have good potential for growth. With dispersion in valuations at high levels, the prospect for a revival in the performance of value stocks remains compelling, but selection will be crucial. Raheel will explain where he and co-manager Peter Saacke are finding opportunities and how their systematic approach has been proven to work in different market conditions.
- Julian Fosh, Fund Manager, Liontrust UK Global Growth Fund - Julian will talk about how investing in companies with intellectual property, strong distribution channels and significant recurring business are able to deliver outperformance over the long term regardless of short-term stock market, political and economic uncertainty. He will explain that this derives from the fact that these three intangible assets provide companies with a durable Economic Advantage that competitors struggle to reproduce. Julian will also discuss how the Economic Advantage process is applied to the fund and the drivers of its performance.
- Panel Q&A - Your opportunity to ask all our speakers questions.
Please register below to attend the forum.
Please note we will use your email address to send you further details of this event.
Meet the speakers
Tom joined Fidelity in 2008. A spokesman and commentator on investments, Tom is responsible for defining and articulating investment strategy for Fidelity’s Personal Investing business. Widely quoted in the national press and appearing regularly on radio and television, Tom is a sought-after expert on markets, investment trends and investment funds. He is a weekly columnist in the Daily Telegraph, and regularly appears on BBC News, Sky and major radio stations. Prior to joining Fidelity, Tom was a financial journalist working for publications including Investors Chronicle, the Independent and the Daily Telegraph.
Raheel has managed the Artemis Global Emerging Markets Fund with Peter Saacke since launch in April 2015. A Cambridge graduate in electrical engineering, he joined Fidelity International in 2002 as a quantitative analyst and became portfolio manager to a range of funds in 2007. He moved to Fulcrum Asset Management in 2011. In 2014 Raheel joined Artemis to help Philip Wolstencroft and Peter manage the SmartGARP funds and institutional mandates.
Julian joined Liontrust in 2008 from Saracen Fund Managers Ltd to co-manage the Liontrust UK Growth, Special Situations and UK Smaller Companies Funds with Anthony Cross. From 2004 to 2008, Julian was the co-manager of Saracen Growth Fund. Before this, Julian headed the investment department at Scottish Friendly Assurance Society Limited where he managed a range of funds including UK equity OEICs, life and pension funds. In a career that started in 1984, Julian has also worked at Britannia Investment Managers and Scottish Amicable. Julian graduated in 1984 from Merton College Oxford with an MA in Jurisprudence.
Book a free retirement consultation
If you’re 55 or over and would like the opportunity to talk to one of our retirement specialists on the day of the event, you can pre-book a free 30-minute introductory session. Slots are available between 14:30 and 16:45.
How to book: Email us providing your telephone number and we’ll contact you to arrange your consultation time.
The government’s Pension Wise service offers free, impartial guidance to help you understand your options at retirement. You can access the guidance online at www.pensionwise.gov.uk or over the telephone on 0800 138 3944.
Important information - Withdrawals from a pension product will not normally be possible until you reach age 55. 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. Artemis Global Emerging Markets Fund also invests in overseas markets and so the value of investments can be affected by changes in currency exchange rates; and emerging markets which can be more volatile than other more developed markets.