Episode
392. Value investing in a volatile world
- Published
- Apr 15, 2026
- Duration seconds
- 1239
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- https://www.buzzsprout.com/1890790/episodes/19019866-392-value-investing-in-a-volatile-world.mp3
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Summary
This interview examines how escalating geopolitical tensions are influencing the UK equity market and investor sentiment. Rising energy prices and disrupted supply chains are expected to feed through into inflation and interest rates, creating headwinds for more cyclical areas of the market. Alex Wright, manager of Fidelity Special Values Trust, explores how the portfolio is being adjusted in response, including changes to exposure across sectors such as defence and oil. We also consider the ...