Fidelity Special Values PLC Hardman&Co: Inflation causes and portfolio effects
July 25 2022 - 8:50AM
RNS Non-Regulatory
TIDMFSV
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/
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your interest by clicking on the above link.
To contact us: Contact:
Hardman & Co Brian Moretta bm@hardmanandco.com
1 Frederick's Place
London
EC2R 8AE +44(0)203 693
www.hardmanandco.com 7075
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@HardmanandCo
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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.
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