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Wealth Management Investor Forum - live webinar

The case for global investing

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.

You’re invited

We’re pleased to invite you to watch our live webinar:

Date: Thursday 23 May 2024
Time: 6pm
Venue: Live Zoom webinar

Investment Director Tom Stevenson will kick the evening off with his market overview. He'll then put a range of questions to our panel of global fund managers featured on Select 50 - a list of our favourite funds selected by experts. Together they’ll cover everything from how they manage their funds and what they're up to at the moment, to what they're excited (or concerned) about in the current geopolitical climate, with elections happening in many key markets throughout the year and continued high interest rates.

As a panel they'll discuss the advantages of investing globally - both actively and passively - and cover the different investing strategies you might want to consider as an investor - such as income, growth and value. The event will then finish with a Q&A session.

Please register below to attend the forum.

Meet the speakers

Tom Stevenson

Investment Director

Tom joined Fidelity in 2008. A spokesperson 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. 

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James Thomson

Fund Manager and Executive Director, Rathbones Asset Management

James has been the lead manager of the Rathbone Global Opportunities Fund since 2003; he was assistant manager of the fund at its inception in 2001. It is one of the top performing funds in the IA Global sector over that period. James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York. He sits on the Executive Committee of Rathbones Asset Management, is a Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate.

Simon Adler

Fund Manager, Schroder Global Recovery Fund

Simon is co-manager of Global Recovery, Global Income and Global Sustainable strategies. He joined the Global Value Team in July 2016 to manage value portfolios. Investment career commenced in 2008 at Schroders as a UK equity analyst. Previously sector analyst responsible for Chemicals, Media, Transport, Travel & Leisure and Utilities. Global Sustainability Specialist in Global Equity team until 2016. Chartered Financial Analyst. MA in Politics, Edinburgh University.

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Dan Roberts

Fund Manager, Fidelity Global Dividend Fund

Dan Roberts joined Fidelity in 2011 and has over 15 years of investment experience. He has managed the Fidelity Global Dividend and Global Enhanced Income funds since their respective launches in January 2012 and October 2013. Prior to joining Fidelity, Dan was a portfolio manager at Gartmore, where he managed their UK Equity Income Fund. Before that, he spent six years managing equity income portfolios at Aviva Investors. Dan holds a BSc (Hons) in Mathematics from Warwick University. He is also a qualified Chartered Accountant and member of the Institute of Chartered Accountants. Dan is a CFA charterholder and an Associate of the UK Society of Investment Professionals.

Important information - Select 50 and this information is not a personal recommendation in respect of a particular investment. Equally, if a fund you own is not on the Select 50, we're not recommending you sell it. You must ensure that any fund you choose to invest in is suitable for your own personal circumstances. If you are unsure about the suitability of an investment you should speak to one of  Fidelity's advisers or an authorised financial adviser of your choice.

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Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.

This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.

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