Episodes
Tuesday Oct 18, 2022
Value investing insights for late cycle and beyond – Naveed Rahman
Tuesday Oct 18, 2022
Tuesday Oct 18, 2022
North American markets have continued to be choppy throughout October, accelerated by a hotter-than-expected U.S. CPI result, and the beginning of earnings season. Joining us today to look at what we can expect from the rest of the earnings season and to provide his insights on value investing is Naveed Rahman, Institutional Portfolio Manager. Naveed works alongside Joel Tillinghast, Morgan Peck, Sam Chamovitz and Salim Hart on Fidelity Global Intrinsic Value Class, and today joins host Bryan Borzykowski to share his outlook on the markets and provide a positioning update for the fund.
Recorded on October 14, 2022.
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