2025 Investment Outlook UK, China, Emerging Markets and Japan by Fidelity

2025 Investment Outlook

As global economies continue to navigate evolving challenges and opportunities, the investing outlook for 2025 holds significant potential across key markets. Fidelity has identified strategic pathways in the UK, China, emerging markets, and Japan, providing investors with insights into growth opportunities and targeted strategies for the year ahead. This collection of articles delivers expert perspectives from recent analyses on these regions, highlighting key sectors, market trends, and potential areas for portfolio diversification.

If you are looking for high-growth businesses in Japan, capitalising on the UK’s shifting market dynamics, exploring new avenues in emerging markets, or aligning with China’s evolving investment strategy, Fidelity’s outlook provides a roadmap for navigating the complexities of global investment.

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Active M&A market in UK Equities unlocks investor value

Alex Wright, portfolio manager of Fidelity Special Values, highlights the rise in takeover activity among companies within the trust’s portfolio, despite volatile markets and currency movements.

Fidelity Emerging Markets Trust Final Results 2025 – Outperforms index for three years 

Fidelity Emerging Markets has reported its final results for the year ended 30 June 2025. The Company achieved a Net Asset Value (NAV) return of +11.8%, outperforming the MSCI Emerging Markets Index, which delivered +6.3%.

Fidelity Emerging Markets Ltd outperforms index buoyed by stocks in Brazil, Taiwan and China

Fidelity Emerging Markets has published its monthly factsheet for August 2025. The Trust reported positive returns, outperforming its benchmark, with stock selection in Brazil, Taiwan and China adding value.

Fidelity Special Values strong performance reinforces attractiveness of UK equities  

Fidelity Special Values sees strong 12-month gains as UK equities quietly reward contrarian investors amid persistent capital outflows.

Fidelity Emerging Markets shareholders to benefit on repurchase of Strathclyde’s holding

Fidelity Emerging Markets Limited has agreed a conditional share repurchase deal with Strathclyde Pension Fund for its entire 25.7% holding, subject to shareholder approval. The £NAV-discounted repurchase is expected to complete in November 2025, cancelling 16.4m shares and delivering an estimated 4% uplift to NAV per share for ongoing shareholders.

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