Financial Services

Companies providing banking, savings and loans, asset management, credit services, investment brokerage and insurance. UK‑listed companies in this sector include HSBC Holdings plc, Barclays plc, Lloyds Banking Group plc, Standard Chartered plc, Prudential plc and Schroders plc.

Revisiting equity exposure with a built-in defensive lens

A defensive equity approach that seeks to balance long-term participation with systematic downside protection, tailored for today’s institutional priorities...

Capture growth investment opportunities in Europe in 2026

Portfolio managers Sam Morse and Marcel Stötzel outline why they continue to see opportunity in Europe in 2026...

Pantheon International Plc reports solid half-year NAV performance

As at 30 November 2025, Pantheon International Plc’s NAV per share increased to 520.8p, reflecting valuation gains and continued accretive share buybacks...

Emerging Markets investment trust outperforms, supported by mining exposure (LON:FEML)

Emerging markets declined during the month, but the portfolio delivered positive returns and outperformed its reference index, supported by stock selection in materials, industrials, and gold mining holdings...

Investors are returning to Europe’s broadest index

The STOXX 600 has passed 600 for the first time as investors rotate into stable earnings and real assets across Europe...

Sterling strength signals early positioning in European FX markets

Sterling’s early strength against the euro in 2026 hints at shifting expectations around European monetary policy, with global risk sentiment now driving currency markets more than domestic data...

Fidelity China Special Situations highlights improving long-term market outlook

Fidelity China Special Situations reported a strong November 2025 as easing US–China tensions and renewed optimism around AI and innovation supported Chinese equities...

European stocks climb as defence takes centre stage in investor positioning

European stocks climb as investors rotate into defence, responding decisively to rising geopolitical risk...

Investors may be misreading the risks ahead

Ruffer’s latest outlook urges investors to step back from market optimism and prepare for a shift in conditions that few are pricing in...

Emerging market positioning draws fresh attention

Investor appetite for emerging markets is rising as AI shifts global tech exposure beyond the US...

Fidelity Asian Values shares rise 25.7% and outperforms index over 1 year

Over the 12 months to 30 November 2025, Fidelity Asian Values plc delivered a NAV return of 16.1%, outperforming its reference index which rose 11.8%...

European Investment Trust performance boosted by Roche drug trial success (LON: FEV)

Continental European markets delivered positive returns in November. Fidelity European Trust saw encouraging contributions from Roche and ABN AMRO and remains positioned for long-term growth through disciplined stock selection and a focus on sustainable cash flows...

Global investors begin rotating into China’s tech stocks as valuations diverge

Capital is rotating into Chinese tech stocks as investors seek alternatives to stretched US valuations...

Asian benchmarks push higher against cautious global backdrop

Asian equities are extending gains as global positioning shifts toward undervalued markets with currency and sector tailwinds...

FTSE 100 reaches 10,000 as retail and energy stocks drive coordinated shift

The FTSE 100 has passed 10,000 with support from retail, energy and defence stocks...

What is the Emerging Markets investing outlook 2026? By Fidelity

Nick Price and Chris Tennant outline why shifting fiscal dynamics, a weaker US dollar and renewed momentum in the global tech supply chain could support emerging markets in 2026...

Fidelity Special Values reports seventh consecutive monthly gain (LON:FSV)

Fidelity Special Values has released its November 2025 factsheet, reporting 12-month NAV and share price returns of 24.4% and 32.7% respectively, outperforming the benchmark amid a cautious but improving UK market backdrop...

Global Opportunities Trust to appoint Goodhart as discretionary investment manager

Global Opportunities Trust plc has announced plans to appoint Goodhart Partners as discretionary investment manager, subject to regulatory approval...

Volta Finance appoints BNP Paribas Asset Management Europe as investment manager

Volta Finance Limited has appointed BNP Paribas Asset Management Europe as its new investment manager, effective 31 December 2025, following the merger of AXA Investment Managers and BNP Paribas Asset Management...

Outlook for investing in China 2026

Dale Nicholls, portfolio manager of Fidelity China Special Situations, outlines his outlook for Chinese equities in 2026, highlighting policy stabilisation, structural innovation leadership, and selective opportunities in advanced manufacturing, automation, and consumer sectors...
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Funds

May 6, 2025

Revisiting equity exposure with a built-in defensive lens

A defensive equity approach that seeks to balance long-term participation with systematic downside protection, tailored for today’s institutional priorities...

Capture growth investment opportunities in Europe in 2026

Portfolio managers Sam Morse and Marcel Stötzel outline why they continue to see opportunity in Europe in 2026...

Pantheon International Plc reports solid half-year NAV performance

As at 30 November 2025, Pantheon International Plc’s NAV per share increased to 520.8p, reflecting valuation gains and continued accretive share buybacks...

Emerging Markets investment trust outperforms, supported by mining exposure (LON:FEML)

Emerging markets declined during the month, but the portfolio delivered positive returns and outperformed its reference index, supported by stock selection in materials, industrials, and gold mining holdings...

Investors are returning to Europe’s broadest index

The STOXX 600 has passed 600 for the first time as investors rotate into stable earnings and real assets across Europe...

Sterling strength signals early positioning in European FX markets

Sterling’s early strength against the euro in 2026 hints at shifting expectations around European monetary policy, with global risk sentiment now driving currency markets more than domestic data...

Fidelity China Special Situations highlights improving long-term market outlook

Fidelity China Special Situations reported a strong November 2025 as easing US–China tensions and renewed optimism around AI and innovation supported Chinese equities...

European stocks climb as defence takes centre stage in investor positioning

European stocks climb as investors rotate into defence, responding decisively to rising geopolitical risk...

Investors may be misreading the risks ahead

Ruffer’s latest outlook urges investors to step back from market optimism and prepare for a shift in conditions that few are pricing in...

Emerging market positioning draws fresh attention

Investor appetite for emerging markets is rising as AI shifts global tech exposure beyond the US...

Fidelity Asian Values shares rise 25.7% and outperforms index over 1 year

Over the 12 months to 30 November 2025, Fidelity Asian Values plc delivered a NAV return of 16.1%, outperforming its reference index which rose 11.8%...

European Investment Trust performance boosted by Roche drug trial success (LON: FEV)

Continental European markets delivered positive returns in November. Fidelity European Trust saw encouraging contributions from Roche and ABN AMRO and remains positioned for long-term growth through disciplined stock selection and a focus on sustainable cash flows...

Global investors begin rotating into China’s tech stocks as valuations diverge

Capital is rotating into Chinese tech stocks as investors seek alternatives to stretched US valuations...

Asian benchmarks push higher against cautious global backdrop

Asian equities are extending gains as global positioning shifts toward undervalued markets with currency and sector tailwinds...

FTSE 100 reaches 10,000 as retail and energy stocks drive coordinated shift

The FTSE 100 has passed 10,000 with support from retail, energy and defence stocks...

What is the Emerging Markets investing outlook 2026? By Fidelity

Nick Price and Chris Tennant outline why shifting fiscal dynamics, a weaker US dollar and renewed momentum in the global tech supply chain could support emerging markets in 2026...

Fidelity Special Values reports seventh consecutive monthly gain (LON:FSV)

Fidelity Special Values has released its November 2025 factsheet, reporting 12-month NAV and share price returns of 24.4% and 32.7% respectively, outperforming the benchmark amid a cautious but improving UK market backdrop...

Global Opportunities Trust to appoint Goodhart as discretionary investment manager

Global Opportunities Trust plc has announced plans to appoint Goodhart Partners as discretionary investment manager, subject to regulatory approval...

Volta Finance appoints BNP Paribas Asset Management Europe as investment manager

Volta Finance Limited has appointed BNP Paribas Asset Management Europe as its new investment manager, effective 31 December 2025, following the merger of AXA Investment Managers and BNP Paribas Asset Management...

Outlook for investing in China 2026

Dale Nicholls, portfolio manager of Fidelity China Special Situations, outlines his outlook for Chinese equities in 2026, highlighting policy stabilisation, structural innovation leadership, and selective opportunities in advanced manufacturing, automation, and consumer sectors...
Search

Funds

Financial Services

FTSE 100

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