Part II: Where next for the value comeback and how are you gaining exposure?

Managers respond to big question

clock • 16 min read

In the second instalment of a short series, managers tell Investment Week which value plays still look attractive this year after a strong run.

Click here for part one Alex Wright, portfolio manager, Fidelity Special Values trust Infrastructure boost Given the extreme starting point, it is certainly possible the value rally we have seen in recent months could have further to go, particularly if inflation and growth expectations continue to find a new base. In this environment, investors would be wise to take a diversified approach that includes some value sectors of the market. Infrastructure is a good example, and a sector I have increased exposure to across my portfolios. US President Donald Trump's election has kick...

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