Last spring, I highlighted that UK equity income investors would require a differentiated strategy with a high exposure to cyclical sectors (in particular, blue-chip mining shares) to achieve sustainable returns while protecting their capital.
As interest rates and inflation expectations continue to harden, this strategy still has much merit. Since then, the UK equity income sector has experienced a number of shocks as several of the traditional...
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Partner Insight: Alex Wright explains how he has honed his value contrarian approach to investing in the Fidelity Special Situations Fund and why the potential to lose money is often lower than in traditional funds
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