Alex Wright

In this engaging conversation, Alex Wright, a seasoned fund manager at Fidelity, shares insights from his extensive experience in value investing. He discusses the UK market's surprising resilience and what attracts US investors, given its robust fundamentals. Alex highlights the growing interest in mid- and small-cap stocks and the implications of geopolitical shifts on returns. He also dives into the allure of buying out-of-favor sectors and how AI is starting to reshape investment research, making this chat a treasure trove for investment enthusiasts!

In this engaging discussion, Alex Wright, manager of the Fidelity Special Values Investment Trust, shares insights into the UK equity market's paradoxical strength despite local investor outflows. He highlights the appeal of mid and small-cap investments and the impact of evolving legislation on job markets. Wright also tackles the resurgence in commercial property, particularly in retail and oil, and emphasizes the importance of active management in volatile environments, arguing for the benefits of intelligent stock selection over passive strategies.