Global Emerging Markets with Fidelity International
Ord Minnett Podcast21 Kesä 2022

Global Emerging Markets with Fidelity International

Fidelity International’s Amit Goel, Lead Portfolio Manager for Emerging Market Equities, joins the podcast to discuss the outlook for global emerging markets, including: • Why emerging market economies look relatively attractive at the moment, including higher growth than developed markets in real terms; • Why the technology and consumer sectors offer opportunities for investors; • How emerging markets are managing inflation and why interest rates are ‘ahead of the curve’ compared to the US; and • Why the increased competitiveness of companies, and the lowest valuations in 20 years, add to the attractiveness of emerging market equities. *** Disclosure: Ord Minnett Limited ABN 86 002 733 048 (Ord Minnett) holds AFS Licence Number 237121 and E.L. & C. Baillieu Limited ABN 74 006 519 393 (EL&C Baillieu) holds AFS Licence Number 245421. Ord Minnett and EL&C Baillieu are ASX Group Participants, Participants of Chi-X Australia Pty Ltd and are wholly owned subsidiaries of Ord Minnett Holdings Pty Limited ABN 32 062 323 728. This document is intended to provide general financial product advice only, and has been prepared without taking account of your objectives, financial situation or needs, and therefore before acting on advice contained in this document, you should consider its appropriateness having regard to your personal circumstances.

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Jaksot(7)

Rates, risks and inflation with Head of Asset Allocation Malcolm Wood

Rates, risks and inflation with Head of Asset Allocation Malcolm Wood

Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets. The conversation includes: • What the recent RBA rate rises mean fo...

13 Kesä 202219min

2022 Outlook with Head of Asset Allocation Malcolm Wood

2022 Outlook with Head of Asset Allocation Malcolm Wood

Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets. The in-depth conversation includes: • Why the US has an emerging in...

13 Helmi 202229min

Top Picks with Wilson Asset Management

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Oscar Oberg and Tobias Yao, Portfolio Managers with Wilson Asset Management, join the Ord Minnett Podcast to preview the upcoming reporting season. The wide-ranging discussion includes: • Their key ...

26 Heinä 202132min

Ethical & Responsible Investing with Simon Kent-Jones

Ethical & Responsible Investing with Simon Kent-Jones

Head of Private Client Research Simon Kent-Jones joins the podcast to discuss the Ord Minnett Responsible Equities Portfolio, including: • The key responsible and ethical issues facing investors tod...

13 Heinä 202131min

Market Outlook with Head of Asset Allocation Malcolm Wood

Market Outlook with Head of Asset Allocation Malcolm Wood

Ord Minnett Head of Asset Allocation Malcolm Wood joins the podcast to discuss the outlook for the economy and investment markets, including: • Why Australia’s economy has moved from a V-shaped reco...

10 Kesä 202117min

Welcome to the Ord Minnett Podcast

Welcome to the Ord Minnett Podcast

The Ord Minnett Podcast is a new offering where we discuss key issues, developments and opportunities in Australian and global investment markets. The podcast features the latest insights from the O...

10 Kesä 20216min

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