Fidelity Investment Companies Forum 2026 brings together Fidelity’s investment specialists to discuss the forces shaping global markets and where they are finding opportunities for investors.
Investment Director Tom Stevenson opens the event with an overview covering geopolitics, inflation, interest rates, artificial intelligence, corporate earnings, valuations and the importance of diversification. Five Portfolio Managers then provide their perspectives across China, Asia, emerging markets, Europe and the UK, examining valuations, market trends, stock selection and the opportunities they see within their respective investment trusts.
The event also features Marianna Hunt from Fidelity’s personal finance and markets team, who looks at how families can help younger generations understand investing, the benefits of starting early and considerations around Junior ISAs, pensions and inheritance tax planning, before the speakers come together for a wider investor Q&A.
Key Moments
02:50 – Tom Stevenson, Investment Director: Global market outlook covering geopolitics, oil, inflation, interest rates, AI, earnings, valuations and diversification.
17:23 – Dale Nichols, Fidelity China Special Situations: Why the case for a re-rating of Chinese equities may be strengthening, including property, consumer confidence, AI, robotics and Chinese corporate competitiveness.
34:37 – Nitin Bajaj, Fidelity Asian Values: The case for value investing in Asia, why small-cap value remains central to his approach and his concerns around expensive AI-related markets.
46:19 – Chris Tennant, Fidelity Emerging Markets Limited: Opportunities across emerging markets, including Latin America, Africa and Asia, with a focus on discounted valuations, quality companies and overlooked small and mid-cap stocks.
57:59 – Marcel Stötzel, European equities: Why European companies should not be viewed simply as proxies for the European economy, improving conditions in Europe and opportunities in high-quality dividend-growing businesses.
1:11:11 – Alex Wright, Fidelity Special Values: A contrarian approach to UK equities, the opportunities created by reduced investor coverage, attractive valuations and increased M&A activity.
1:23:26 – Marianna Hunt, Personal Finance and Markets: Helping younger generations become lifelong investors through financial education, early investing, Junior ISAs, pensions and effective gifting.
1:32:21 – Panel Q&A: The Portfolio Managers discuss emerging markets, China, valuations, portfolio positioning and questions submitted by investors.
