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

European earnings outlook strengthens as reporting season builds

European earnings estimates are improving, but the strength and durability of growth remain uneven across sectors.

Asian stocks rise as chipmakers lead regional recovery

Asian stocks rose as chipmakers recovered, while higher oil prices and major technology earnings remained key market risks.

Real Estate Credit Investments builds a compelling property income case

Real Estate Credit Investments combines a 10.3% yield, quarterly income and a 15% discount, with added potential from stronger specialist lending conditions.

Fidelity Asian Values share price rises 10% as value rotation gathers pace (LON: FAS)

Fidelity Asian Values plc delivered gains in both NAV and share price over the year to 30 June 2026. The manager remains focused on attractively valued Asian businesses, with opportunities emerging across small-cap value stocks.

Fidelity Emerging Markets significantly outperforms as long and short positions add value

Fidelity Emerging Markets Limited delivered positive returns in June, supported by strong stock selection in South Korea, China, technology and industrials. Its NAV rose 92.3% over the 12 months to 30 June 2026, compared with a 48.2% rise in the reference index.

Emerging markets strengthen their role in global portfolios

Stronger earnings, changing capital flows and a key role in global technology supply chains are increasing the relevance of emerging markets.

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