Hardman & Co Research on Fidelity Special Values plc (FSV):
Inflation causes and portfolio effects
The recent surge in inflation after a long period of stable, low rates has upset investors and economists. While many investors focus on the headline figures, the causes are complex. These include monetary policy, the pandemic, supply chain disruptions, labour markets, and the Russia/Ukraine conflict and the associated geopolitical fallout. With such varied causes, investors should not be surprised that the effect on individual companies varies widely too. We highlight some positions in the FSV portfolio that have been affected by the above factors and how the portfolio may be affected by changes in them going forward.
Please click on the link below for the full report:
https://hardmanandco.com/research/corporate-research/inflation-causes-and-portfolio-effects/
If you are interested in meeting the company, you can register your interest by clicking on the above link.
| To contact us: Hardman & Co London EC2R 8AE www.hardmanandco.com Follow us on Twitter @HardmanandCo | Contact: Brian Moretta
|
|
Hardman & Co Research can still be accessed for free after MiFID II. Please click here to read the statement.
About Hardman & Co: Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd and is authorised and regulated by the Financial Conduct Authority; our FCA registration number is 600843. Hardman Research Ltd is registered at Companies House with number 8256259. Attention is drawn to the important disclaimers at the end of the report.
Reach is a non-regulatory news service. By using this service an issuer is confirming that the information contained within this announcement is of a non-regulatory nature. Reach announcements are identified with an orange label and the word “Reach” in the source column of the News Explorer pages of London Stock Exchange’s website so that they are distinguished from the RNS UK regulatory service. Other vendors subscribing for Reach press releases may use a different method to distinguish Reach announcements from UK regulatory news.
RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our Privacy Policy.
