Capital growth investment opportunities in Europe, Japan, Asia and Emerging Markets

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DirectorsTalk funds publishes the latest market insights, news and exclusive research and interviews for a wide variety of listed investment companies on the London Stock Exchange. To make informed investment decisions, click on the EPIC code for each fund to access more news, portfolio manager interviews, research, monthly factsheets, financial reports and trading data. Latest market news:

Fidelity Asian Values Plc (LON:FAS) is an investment trust that provides shareholders with a differentiated equity exposure to Asian Markets. 

JPMorgan European Discovery Trust plc (LON:JEDTis an investment trust company. The Investment Trust JEDT objective is to achieve capital growth from a portfolio of quoted smaller companies in Europe, excluding the United Kingdom.

Fidelity Emerging Markets Limited (LON:FEML) is an investment trust that aims to achieve long-term capital growth from an actively managed portfolio made up primarily of securities and financial instruments providing exposure to emerging markets companies, both listed and unlisted

JPMorgan Japan Small Cap Growth & Income plc (LON:JSGI / JSGI.L), targets Japan income without compromising on Japanese growth opportunities. This Japan fund is an income investing opportunity that gives investors access to a diverse and fast growing sector managed by local managers

Real Estate Credit Investments (LON:RECI) is a closed-ended investment company and specialist investor in UK and European real estate credit markets with a focus on fundamental credit and value. 

BlackRock Latin American Investment Trust plc (LON:BRLA) aims to secure long-term capital growth and an attractive total return primarily through investing in quoted securities in Latin America.

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Latest Company News

Differentiated portfolio positioning among UK investment trusts: New Research 

New research from Kepler Trust Intelligence examines Fidelity Asian Values, highlighting how its valuation-led approach has resulted in a highly differentiated portfolio positioning.

Geopolitical clarity supports uptick in European equities

European stocks moved higher as concerns over US–Greenland tensions eased.

Asian markets lift as geopolitical pressure eases

Asian markets rose as geopolitical risk eased after the U.S. backed off tariff threats tied to Greenland.

RECI Investor Day highlights upside opportunities in real estate lending

Hardman & Co analyst Mark Thomas discusses Real Estate Credit Investments Limited’s latest Investor Day, highlighting a strong pipeline of opportunities in less competitive real estate lending sub-sectors, disciplined capital allocation, and a continued focus on balancing risk management with shareholder returns.

RECI reports strong longer-term NAV performance to December 2025

As at 31 December 2025, Real Estate Credit Investments Limited delivered a NAV total return of 5.0% over one year, 20.7% over three years and 40.2% over five years, reflecting consistent income generation and portfolio resilience.

Emerging markets gain fresh momentum

Emerging markets are drawing fresh capital as commodity demand, policy reforms and supply chain dynamics open new entry points.

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