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.

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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. Attention is drawn to the important disclaimers at the end of the report.