On this episode of the Upside, we speak to Global Consumer investor Aneta Wynimko. Aneta manages the Fidelity Global Consumer Industries Fund for Canadian investors and globally, she manages a similar fund and demographics fund. She adds that she invests in different parts of the world with a big emphasis on the U.S. and Chinese market. Aneta is focused not only on consumer goods and services, but also intellectual property, brands, and pricing power. Aneta speaks to host Emily Anonuevo about the changing consumer landscape since the beginning of the pandemic until now. For example, the US consumer is more open and unrestricted whereas the European consumer behaves a little more cautiously. Aneta points out consumers now are more concerned with quality products rather than fast fashion and that younger consumers are committed to sustainability and “greener” products than ever before.
Recorded on September 8, 2021.