Emerging markets (EM) continue to present unique opportunities and challenges for investors. As the global landscape shifts, certain megatrends are reshaping the dynamics of these markets. In this session, Anthony Doyle, Cross Asset Investment Specialist at Fidelity International, will share his insights on the long-term trends driving growth in emerging markets, the challenges presented by the current economic environment, and where Fidelity sees attractive opportunities at compelling valuations.
What You’ll Learn in This Session
- Megatrends Shaping Emerging Markets
- Population Growth: The growing population in emerging markets, particularly in Africa and Asia, presents a massive opportunity for businesses, particularly in sectors like consumer goods, technology, and infrastructure. Anthony will discuss how these demographic shifts are driving demand for goods and services and shaping the future of these economies.
- Ageing Demographics: While population growth is a key trend, many emerging markets are also grappling with an ageing demographic. Anthony will delve into how this trend is affecting labor markets, healthcare demand, and investment strategies in countries like China and India, and what it means for long-term growth potential.
- The Current EM Landscape
- China’s Regulatory Environment: One of the most important factors influencing the emerging markets today is China’s evolving regulatory environment. From crackdowns on tech companies to efforts to control financial markets, Anthony will explain how these regulatory shifts are impacting stock selection within Fidelity’s Global Emerging Markets Fund. He will explore the broader implications of China’s policies on global supply chains and investment opportunities within and outside the country.
- Impact of Geopolitical Risk: In addition to regulatory changes, geopolitical risk is a growing concern in many emerging markets. Anthony will discuss how investors can navigate these risks and identify areas of opportunity in a politically complex environment.
- Finding Opportunities at Attractive Valuations
- Emerging markets can be highly volatile, but they also offer some of the most attractive valuations in the investment world. Anthony will highlight where Fidelity is finding new opportunities in emerging markets, particularly in sectors poised for growth. He will share examples of markets and industries where they are seeing high potential at relatively low valuations, making them appealing for long-term investors.
- Tech and Green Energy: In particular, Anthony will explore the technology and renewable energy sectors, which are expected to play a significant role in emerging markets. These sectors are attracting substantial investment as emerging economies look to modernize and embrace sustainability.
Why Attend?
If you’re looking to understand the future of emerging markets and the investment opportunities they present, this session is for you. Anthony Doyle’s expertise will help you navigate the complexities of these markets, providing valuable insights into the megatrends, opportunities, and risks that define the space.
Key Takeaways
- Understanding Megatrends: How population growth and aging demographics are shaping emerging market economies.
- Navigating China’s Regulatory Environment: The impact of China’s regulatory landscape on stock selection and investment strategies.
- Identifying Attractive Opportunities: Where Fidelity is finding emerging market opportunities at compelling valuations.
- Tech and Green Energy: The sectors leading growth in emerging markets and how to capitalize on them.
Who Should Attend?
- Emerging Markets Investors: If you are currently investing in or considering emerging markets, this session will provide essential insights into where the opportunities lie.
- Long-Term Growth Investors: Those looking for investments that offer significant growth potential over the next decade will find this session particularly valuable.
- Financial Advisors: Advisors seeking to understand the evolving emerging markets landscape to better guide their clients’ investment strategies.
- General Investors: Anyone interested in learning how to approach the rapidly changing world of emerging market investments.
Register Now!
Don’t miss the chance to hear from Anthony Doyle and learn about the long-term investment opportunities in emerging markets. Whether you’re an experienced investor or new to the asset class, this session will provide valuable strategies and insights that can help you build a resilient and growth-focused portfolio.