Redrawing the emerging markets complex
09:50 - 10:30
As more investors consider a standalone allocation to China – and its weighting in traditional indices continues to grow – EM ex China is emerging as its own unique asset class. What’s more, a rich pool of entrepreneurial talent, coupled with a strong demographic profile, provides compelling growth opportunities for the future.
In this session, portfolio managers Zoltan Palfi and Robert Pearce will introduce the Fidelity Sustainable Emerging Markets ex China strategy. Leveraging the insights of Fidelity’s large EM research team, they will discuss how they capture the most attractive opportunities across these diverse markets through a portfolio of 40-60 high growth companies, with strong sustainability characteristics.
- Zoltan Palfi Co-Portfolio Manager - Fidelity International
- Robert Pearce Co-Portfolio Manager - Fidelity International
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