Markets continue to navigate a changing economic landscape, with investors keeping a close eye on geopolitics, company results, inflation and interest rates. While short-term uncertainty remains, understanding the long-term opportunities and risks shaping global markets is more important than ever.
To help investors make sense of today's environment, Fidelity's investment specialists and five trust portfolio managers recently shared their latest views, regional insights and on-the-ground observations at the Fidelity Investment Companies Forum 2026. Through thought-provoking presentations and discussion, they explored the opportunities and challenges facing investors across global markets.
Watch the sessions on demand below, download the presentations and explore their latest insights to help inform your investment thinking and decisions.
Fidelity’s investment trust portfolio managers shared where they are finding opportunities across Europe, Asia, China and Emerging Markets, and discussed the key factors shaping their investment decisions.
Tom Stevenson shared his views on the key themes shaping global markets and what's top of mind for investors today, and Marianna Hunt explored how we can help inspire the next generation of investors.
Discover three lesser-known companies benefiting from long-term trends in inf…
Investment Director, Fidelity Emerging Markets Ltd.
29 July 2026
Alex Wright highlights the opportunities in overlooked companies where market…
Portfolio manager, Fidelity Special Values PLC
27 July 2026
Why do emerging markets remain one of the most compelling areas for long-term…
Co-portfolio manager, Fidelity Emerging Markets Limited
21 July 2026
Important Information
This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The value of investments can go down as well as up, so you may get back less than you invest. Changes in currency exchange rates may affect the value of investments in overseas markets. Investments in small and emerging markets can also be more volatile than other more developed markets. The trusts may invest more heavily than others in smaller companies, which can carry a higher risk because their share prices may be more volatile than those of larger companies. They can utilise financial derivative instruments for investment purposes, which may expose them to a higher degree of risk and can cause investments to experience larger than average price fluctuations. The shares in the investment trusts are listed on the London Stock Exchange and their price is affected by supply and demand. The investment trusts can gain additional exposure to the market, known as gearing, potentially increasing volatility. Investors should note that the views expressed may no longer be current and may have already been acted upon.
