Alex Wright, portfolio manager of Fidelity Special Values PLC, sets out his outlook for 2026 and explains why UK equities continue to offer attractive valuation opportunities...
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...
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...
Chinese technology shares are starting to recover relative to US peers as competition in artificial intelligence intensifies. Ruffer’s Gemma Cairns-Smith notes that sentiment in China has improved and that its tech sector is beginning to challenge US leadership in AI...
Fidelity Emerging Markets achieved a NAV total return of 34.3% and a share price return of 40.3% for the year to 30 September 2025, outperforming the MSCI EM Index...
Gervais Williams and Martin Turner of Premier Miton Investors are highly optimistic about Diverse Income Trust’s outlook, expecting equity income stocks to become market favourites as investors seek steady cash returns...
Volta Finance offers investors liquid access to the attractive but typically institutional-only CLO private credit market. The company provides portfolio diversification, with returns uncorrelated to bond indices, and delivers a near-9% dividend yield supported by strong cash generation...
Fidelity Asian Values Investment Director Himalee Bahl highlights the Trust’s disciplined value-focused approach amid market uncertainty. By targeting undervalued small and mid-cap companies across China, Indonesia, and South Korea, the Trust avoids momentum-driven areas such as AI-related stocks in Taiwan and expensive Indian small caps...
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...
Kepler notes that JPMorgan European Discovery (JEDT) has achieved a 32% share price total return since new managers took over in 2024, outperforming its benchmark. With small-cap valuations still low and capital flows yet to filter down, Kepler sees potential for further momentum...
UK equities, long overlooked, have begun to shine as low valuations attract contrarian investors. Alex Wright of Fidelity Special Values Plc highlights that renewed buying interest has driven year to date outperformance against global peers and that mid- and small-cap stocks offer particularly attractive value opportunities...
Discover how Fidelity Asian Values plc (LON:FAS) leverages a contrarian approach to invest in smaller Asian companies, driving substantial returns and outperforming benchmarks...
Discover how Fidelity Special Values Plc (LON:FSV) excels in the UK equity market with a contrarian approach, consistently delivering strong returns and dividends...
Alex Wright, portfolio manager of Fidelity Special Values PLC, sets out his outlook for 2026 and explains why UK equities continue to offer attractive valuation opportunities...
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...
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...
Chinese technology shares are starting to recover relative to US peers as competition in artificial intelligence intensifies. Ruffer’s Gemma Cairns-Smith notes that sentiment in China has improved and that its tech sector is beginning to challenge US leadership in AI...
Fidelity Emerging Markets achieved a NAV total return of 34.3% and a share price return of 40.3% for the year to 30 September 2025, outperforming the MSCI EM Index...
Gervais Williams and Martin Turner of Premier Miton Investors are highly optimistic about Diverse Income Trust’s outlook, expecting equity income stocks to become market favourites as investors seek steady cash returns...
Volta Finance offers investors liquid access to the attractive but typically institutional-only CLO private credit market. The company provides portfolio diversification, with returns uncorrelated to bond indices, and delivers a near-9% dividend yield supported by strong cash generation...
Fidelity Asian Values Investment Director Himalee Bahl highlights the Trust’s disciplined value-focused approach amid market uncertainty. By targeting undervalued small and mid-cap companies across China, Indonesia, and South Korea, the Trust avoids momentum-driven areas such as AI-related stocks in Taiwan and expensive Indian small caps...
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...
Kepler notes that JPMorgan European Discovery (JEDT) has achieved a 32% share price total return since new managers took over in 2024, outperforming its benchmark. With small-cap valuations still low and capital flows yet to filter down, Kepler sees potential for further momentum...
UK equities, long overlooked, have begun to shine as low valuations attract contrarian investors. Alex Wright of Fidelity Special Values Plc highlights that renewed buying interest has driven year to date outperformance against global peers and that mid- and small-cap stocks offer particularly attractive value opportunities...
Discover how Fidelity Asian Values plc (LON:FAS) leverages a contrarian approach to invest in smaller Asian companies, driving substantial returns and outperforming benchmarks...
Discover how Fidelity Special Values Plc (LON:FSV) excels in the UK equity market with a contrarian approach, consistently delivering strong returns and dividends...
