08 Apr 2026
After years of being unloved, UK equities are showing real signs of momentum. But what’s actually driving this shift? In this video, portfolio manager Alex Wright breaks down the forces behind the UK market’s resurgence, the areas he’s avoiding, and why the UK continues to offer appealing valuation opportunities versus other markets.
The ideas and conclusions here do not necessarily reflect the views of Fidelity’s portfolio managers and are for general interest only. The value of investments can go down as well as up, so your clients may not get back what they invest.
Please note that this video was recorded on 13 January 2026.
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Alex Wright joined Fidelity in 2001 as a research analyst and has covered a number of sectors across the market capitalisation spectrum. He has managed the Fidelity Special Situations Fund since January 2014 and has also been responsible for managing Fidelity Special Values PLC since September 2012. Alex has a BSc (Economics) from Warwick University, where he graduated with First Class Honours, and he is also a CFA Charterholder.