Inflation causes and portfolio effects
25/07/2022 13:50
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RNS Number : 6499T Fidelity Special Values PLC 25 July 2022
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/
(https://hardmanandco.com/research/corporate-research/inflation-causes-and-portfolio-effects/)
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