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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...

Oxford Nanopore Technologies to participate in January investor conferences

Oxford Nanopore Technologies will participate in the 44th Annual J.P. Morgan Healthcare Conference in San Francisco and the dbAccess UK & Ireland Conference in London during January...

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...

Great Portland Estates plc completes £51m West End acquisition

Great Portland Estates plc has purchased a long leasehold interest in 10 South Crescent, WC1 for £51 million, adding to its cluster of West End assets near Tottenham Court Road...

GSK’s Shingrix Prefilled Syringe Approved in Europe

GSK has received European Commission approval for a prefilled syringe presentation of its Shingrix shingles vaccine...

Aptamer reports 27% revenue growth and signs multiple licensing deals in H1 FY26

Aptamer Group reported unaudited revenue of £0.83 million for the six months to 31 December 2025, a 27% increase year on year, supported by strong fee-for-service demand and the signing of multiple licensing agreements...

Oriole Resources delivers significant gold intersections at MB01-N target

Oriole Resources PLC has reported the first assay results from its maiden diamond drilling programme at the MB01-N target within the Mbe gold project in Cameroon...

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...

Copper’s price breakthrough signals market rebalancing ahead

Copper’s surge past $13,000 signals a shift in market fundamentals where tight supply and future-facing demand reshape long-term investor outlooks...

Oil prices climb as market watches for a slow return of Venezuelan supply

Oil prices climb as investors assess whether Venezuela could slowly re-enter a market already flush with supply...

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...

Gold is becoming a core portfolio holding

Gold’s evolving role in portfolios reflects a deeper investor shift toward stability, strategic diversification, and anticipation of policy change...

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...
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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...

Oxford Nanopore Technologies to participate in January investor conferences

Oxford Nanopore Technologies will participate in the 44th Annual J.P. Morgan Healthcare Conference in San Francisco and the dbAccess UK & Ireland Conference in London during January...

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...

Great Portland Estates plc completes £51m West End acquisition

Great Portland Estates plc has purchased a long leasehold interest in 10 South Crescent, WC1 for £51 million, adding to its cluster of West End assets near Tottenham Court Road...

GSK’s Shingrix Prefilled Syringe Approved in Europe

GSK has received European Commission approval for a prefilled syringe presentation of its Shingrix shingles vaccine...

Aptamer reports 27% revenue growth and signs multiple licensing deals in H1 FY26

Aptamer Group reported unaudited revenue of £0.83 million for the six months to 31 December 2025, a 27% increase year on year, supported by strong fee-for-service demand and the signing of multiple licensing agreements...

Oriole Resources delivers significant gold intersections at MB01-N target

Oriole Resources PLC has reported the first assay results from its maiden diamond drilling programme at the MB01-N target within the Mbe gold project in Cameroon...

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...

Copper’s price breakthrough signals market rebalancing ahead

Copper’s surge past $13,000 signals a shift in market fundamentals where tight supply and future-facing demand reshape long-term investor outlooks...

Oil prices climb as market watches for a slow return of Venezuelan supply

Oil prices climb as investors assess whether Venezuela could slowly re-enter a market already flush with supply...

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...

Gold is becoming a core portfolio holding

Gold’s evolving role in portfolios reflects a deeper investor shift toward stability, strategic diversification, and anticipation of policy change...

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...
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