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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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.

UK investment Trust continues impressive gains and beats 12-month index (LON:FSV)

UK equities advanced in July, supported by trade agreements and earnings upgrades in energy and materials. The Trust’s contrarian approach benefitted from attractive UK valuations, with NAV up 14.1% and the share price up 17.1% over 12 months, compared with a 12.1% gain for the index.

Fidelity Emerging Markets Limited Factsheet: share price continues rise in July

Emerging markets delivered positive returns in July, marginally ahead of developed markets. The portfolio also gained but underperformed its index, with financials and industrials weighing on performance, while technology stock selection was supportive.

Fidelity China Special Situations factsheet: annual returns rise to 53.9% in July

China’s stimulus measures supported domestic demand and economic resilience in 2025, with strong industrial production and retail sales. Policy support and fiscal spending helped performance, although challenges in real estate and US-China trade tensions remained.

Why Investing in UK equities remains compelling (LON:FSV)

Fidelity Special Values portfolio manager Alex Wright remains positive on UK equities as the market hits record highs. Despite strong recent returns, UK stocks continue to trade at a discount to global peers, with compelling opportunities in small and mid-cap companies.

Emerging markets investment opportunities and why invest now?

Fidelity Emerging Markets' portfolio manager Chris Tennant highlights how lower debt levels, strong reserves, early interest rate action and a weaker US dollar create favourable conditions.

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