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Episodes
Wednesday Sep 28, 2022
Wednesday Sep 28, 2022
We’re shining a spotlight on value investing today with institutional portfolio manager Naveed Rahman. As inflation remains a stubborn thorn in the side of the global economy, Naveed begins today’s show reflecting on the news of yet another 75 basis point hike by the U.S. Federal Reserve. Naveed also shares an update on positioning and the investing approach of Fidelity Global Intrinsic Value Class. This includes being constantly on the hunt for high-quality cheap companies that are cash generative. Among other topics covered today include companies “right-sizing” their debt, positioning in Japan including a look at the Yen and Japanese Central Bank, valuations of small caps versus large caps, and consumer trends.
Recorded on September 22, 2022.
Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-rahman-sept-22-22.pdf
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