DirectorsTalk brings you recent news and insights from Fidelity International, BlackRock and JPMorgan Asset Management on a selection of their leading closed-ended investment trusts listed on the London Stock Exchange. To make informed investment decisions, click on the EPIC code for each fund’s news, interviews, research, monthly factsheets, financial reports and trading data or visit our funds portal.
Investment trust analysis: UK, Europe, Japan, Latin America, Emerging Markets
- Written by: Jacob Brown
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Latest Company News
Energy and healthcare stocks are leading the FTSE 100 as higher oil prices, rising bond yields and central bank decisions shape market positioning.
UK shares rose as gilt yields fell, while updates from WPP, Haleon, Vodafone and Hilton Food Group created fresh company-specific catalysts.
European equities are finding firmer footing as bond and energy markets stabilise, allowing corporate strategy and selective opportunities to return to focus.
Fidelity Special Values PLC reported a 20.7% NAV return for the 12 months to 31 July 2026, while its share price rose 25.3% against a 21.6% benchmark return. Managers continue to see attractive opportunities in undervalued UK mid and smaller companies.
Mining shares are supporting the FTSE 100 as markets prepare for Iran sanctions, Nvidia results and signals from the Federal Reserve.
Alex Wright of Fidelity Special Values discusses with Kepler Partners why UK valuations, selective stock picking and the impact of AI continue to shape the opportunity set.
