As the COVID-19 pandemic continues to disrupt traditional supply chains and affect manufacturing in emerging and frontier markets, Adam Kutas, portfolio manager of Fidelity Frontier Emerging Markets Fund, discusses hidden opportunities and his outlook on the market. Adam is focused on investing in parts of the word that are poised to grow over the next decade, and his goal is to create differentiated, structural growth that will diversify a portfolio into markets that are growing on a structural basis over time. He is focusing effectively on finding “new China” opportunities, which are currently where today’s emerging markets were 20-30 years ago.

Recorded on April 21, 2020.