EL&C Baillieu Podcast – Consumer Sector with Kate Howitt, Fidelity International
Kate Howitt, Portfolio Manager of the Fidelity Australian Opportunities Fund, discusses her thoughts on the Australian consumer sector and nominates three key stocks within it:
• Coles Group, the Australian supermarket business;
• Treasury Wine Estates, the wine company exporting around the world; and
• Lovisa Holdings, the fast fashion accessories retailer.
Tune in to hear Kate explain the key drivers of these businesses, why she likes them and how they fit into the Fidelity investment process.
Duration: 35 minutes
Please Listen here