OverviewNews and Insights
News and Insights
Fidelity Asian Values PLC latest News and Insights Fidelity China Special Situations PLC latest News and Insights Fidelity Emerging Markets Ltd latest News & Insights Fidelity European Trust PLC latest News and Insights Fidelity Japan Trust PLC latest News and Insights Fidelity Special Values PLC latest News and Insights
News and Insights
Important information: please keep in mind that the value of investments can go down as well as up, so you may get back less than you invest. Investors should note that the views expressed may no longer be current and may have already been acted upon.
ANNUAL GENERAL MEETING
The AGM of the Company will be held at 11.00 am on Thursday, 12 December 2024 at 4 Cannon Street, London EC4M 5AB (nearest tube stations are St Paul’s or Mansion House) and virtually via the online Lumi AGM meeting platform.
Fidelity Investment Team - 13 Nov 2024
Final Results Announced 2024
The Company has announced its Final Results for the year ended 31 August 2024
Fidelity Investment Team - 07 Nov 2024
China’s stimulus to spark a sustained stock revival?
The stimulus measures announced by the People’s Bank of China (PBoC), and more recently, the National Development and Reform Commission (NDRC) and Ministry of Finance (MoF), have been the main talking point in markets.
Dale Nicholls Portfolio Manager - 25 Oct 2024
ANNUAL GENERAL MEETING
The AGM of the Company will be held at 11.00 am on Thursday, 21 November 2024 at 4 Cannon Street, London EC4M 5AB and virtually via the online Lumi AGM meeting platform.
Fidelity Research team - 25 Oct 2024
Why we believe there is still life in the UK market rally
Despite the UK stock market’s positive performance in recent years, many investors have either reduced their exposure or remained on the sidelines, seemingly more enthused by high-growth US technology stocks.
Alex Wright Portfolio Manager and Fidelity Special Values PLC - 24 Oct 2024
Identifying quality across Asia
As markets react to China’s stimulus measures, a robust and disciplined process can help cut through the noise to find quality companies.
Nitin Bajaj Portfolio Manager, Fidelity Asian Values PLC - 18 Oct 2024
Final Results Announced 2024
The Company has announced Final Results for the year ended 31 July 2024.
Fidelity Research team - 11 Oct 2024
Final Results Announced 2024
The Company has announced Final Results for the year ended 30 June 2024.
Fidelity Research team - 09 Oct 2024
Why quality matters in Europe
Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Trust PLC, share their outlook for European markets.
Sam Morse Portfolio Manager, Fidelity European Trust PLC - 04 Oct 2024
Calm after the storm for Japanese stocks?
As a multi-decade investor in Japan, Nicholas reflects on the recent challenges facing investors and analyses how he believes the market is likely to evolve over the coming months.
Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 10 Sep 2024
Navigating China’s path to recovery
China’s equity markets have experienced notable volatility this year, significantly underperforming global peers.
Dale Nicholls Portfolio Manager - 06 Sep 2024
FEML’s go-anywhere mandate and ability to short companies differentiate it from peers in the sector.
Managed by Nick Price and Chris Tennant, both seasoned emerging market investors, Fidelity Emerging Markets Limited (FEML) benefits from their extensive experience and intimate knowledge of the companies and management teams within the sector.
Kepler Trust Intelligence - 27 Aug 2024
Will political change spark a resurgence in UK equities?
Alex Wright outlines how the political and economic backdrop is likely to evolve and how unloved areas of the market could be set to benefit
Alex Wright Portfolio manager, Fidelity Special Values PLC - 12 Aug 2024
From fintech to commodities, emerging markets have it all
In a world of rapidly-evolving global markets, emerging economies present both unique challenges and exciting opportunities for investors.
Chris Tennant Co-portfolio manager, Fidelity Emerging Markets Limited - 06 Aug 2024
FAS’s unique positioning could offer investors diversification benefits.
Nitin Bajaj and Ajinkya Dhavale, co-managers of Fidelity Asian Values (FAS), aim to provide investors a unique portfolio of smaller-cap equities from across Asia.
Kepler Trust Intelligence - 06 Aug 2024
China Equities: Too big and cheap to ignore
Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC spoke to Citywire’s Gavin Lumsden about the opportunities available in world-class Chinese companies that are currently trading at a discount to the US stock market.
Dale Nicholls Portfolio Manager - 05 Aug 2024
Will French luxury win gold at the Olympics?
With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit?
Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 30 Jul 2024
Taking a contrarian approach in a momentum driven Asian market
Over the past year, Taiwan and India have been the best performing Asian equity markets over investors’ perceptions of them as growth markets while China’s stock market has been weighed down by weak sentiment.
Himalee Bahl Investment Director, Fidelity Asian Values PLC - 12 Jul 2024
M&A surge highlights the opportunity in UK equities
In this article Alex Wright reviews the current backdrop and highlights the value that savvy investors are finding in the unloved UK market.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 08 Jul 2024
Why Japan’s mid-caps could follow their large-cap peers
Larger companies have so far led the rally in Japanese equities but Nicholas Price highlights where he sees potential for mid and small-caps to catch up.
Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 04 Jul 2024
A turning point for emerging market equities?
After a decade of relative weakness for emerging market equities, investors are starting to ask whether the tide may be turning for the asset class.
Fidelity Research team - 03 Jul 2024
Capitalising on innovation across emerging markets
Chris Tennant, portfolio manager of Fidelity Emerging Markets Limited spoke to Citywire’s Gavin
Chris Tennant Co-portfolio manager, Fidelity Emerging Markets Limited - 24 Jun 2024
ANNUAL GENERAL MEETING
The AGM of the Company will be held at 11.00 am on Tuesday, 23 July 2024 at 4 Cannon Street, London EC4M 5AB (nearest tube stations are St Paul’s or Mansion House) and virtually via the online Lumi AGM meeting platform.
Dale Nicholls Portfolio Manager - 21 Jun 2024
Investor perceptions of Japan are changing. Here’s why.
Nicholas Price spoke to Ed Monk about the recent resurgence in Japanese stock markets and where he is finding stock picking opportunities.
Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 13 Jun 2024
Final Results Announced 2024
The Company has announced Final Results for the year ended 31 March 2024.
Fidelity Research team - 11 Jun 2024
FEV, impressive capital and dividend growth over many years
FEV’s managers have generated superior performance on a consistent basis over many years, and under Sam Morse’s tenure, beginning at the start of 2011, the NAV total return is c. 305 %, compared to the benchmark’s c. 164%.
Kepler Trust Intelligence - 07 Jun 2024
FSV’s wide discount doesn’t reflect strong recent performance.
Fidelity Special Values (FSV) owns a portfolio of predominantly UK equities that manager Alex Wright, alongside co-manager Jonathan Winton, selects with a contrarian mindset.
Kepler Trust Intelligence - 07 Jun 2024
Taking stock of China’s evolving investment landscape
Chinese equities have recently been marked by elevated volatility, but there are signs of economic stabilisation and green shoots of improving investor sentiment.
Dale Nicholls Portfolio Manager - 24 May 2024
How policy shifts are unlocking fresh opportunities in Japan
Jeremy Osborne, Investment Director of Fidelity Japan Trust examines how shifting market dynamics are creating exciting opportunities across a range of sectors.
Jeremy Osborne Investment Director - 01 May 2024
Fidelity Special Values Half Yearly Results Announcement
The Company has announced its half yearly results for the period ending 29th February 2024
Fidelity Research team - 26 Apr 2024
The Granolas and beyond: Europe’s driving force
Like the US’s ‘Magnificent Seven’ or the FAANGs before them, Europe has its very own collection of super stocks: the Granolas.
Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 18 Apr 2024
Why the UK is a fount of Special Value
Alex Wright explains the reason why he believes there is a bright future ahead for under-research stocks with value to unlock.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 16 Apr 2024
Alex Wright: Why consider my investment trust for your next ISA
In a recent AJ Bell webinar, hear from Alex Wright as he explains why he believes that value investing has the potential to outperform overtime.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 16 Apr 2024
Annual General Meeting (AGM) – Wednesday, 22 May 2024 at 12 noon
The AGM of the Company will be held at 12 noon on Wednesday, 22 May 2024 at 4 Cannon Street, London EC4M 5AB (nearest tube stations are St. Paul’s or Mansion House) and virtually via the online Lumi AGM meeting platform.
Fidelity International a view from our analysts - 12 Apr 2024
Annual General Meeting – Wednesday 8 May 2024 at 12 noon
The AGM of the Company will be held at 12 noon on Wednesday, 8 May 2024 at 4 Cannon Street, London EC4M 5AB (nearest tube stations are St Paul’s or Mansion House) and virtually via the online Lumi AGM meeting platform.
Fidelity International a view from our analysts - 12 Apr 2024
Looking at UK markets differently
Alex Wright explains why “often the best time to invest is when things look at their worst”
Alex Wright Portfolio manager, Fidelity Special Values PLC - 25 Mar 2024
Examining the widening gulf between India and China valuations
Is there a reason why it has to be that short, it seems to be fitting well the first time with the initial text? It’s just that it’s quite a struggle if we shorten it too much to keep enough detail to entice anyone to read it.
Catherine Yeung Investment Director - 25 Mar 2024
Boots on the ground in a vibrant market
Nichoals Price explains why “being on the ground and speaking the language represent significant advantages when meeting the companies I invest in”
Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 25 Mar 2024
Why unloved UK equities make a compelling investment opportunity
Alex Wright reviews the opportunities in the UK and the potential catalysts for what, in his opinion, remains a very cheap domestic market.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 20 Mar 2024
Rising sun, rising market: Japan’s overlooked potential
Will the land of the rising sun continue to quietly deliver returns? Nicholas Price, Portfolio Manager of Fidelity Japan Trust PLC explains why the outlook remains positive.
Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 18 Mar 2024
Finding untapped potential in Europe
Marcel Stötzel, co-portfolio manager of Fidelity European Trust PLC, provides an insight into the risks and opportunities facing investors in European equities.
Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 06 Mar 2024
Will the year of the Dragon fire up Chinese equities?
As investors across the region ushered in the Year of the Dragon last month, hoping for a better year for China’s markets, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why despite the volatility, the overall tre
Dale Nicholls Portfolio Manager - 06 Mar 2024
Fidelity Special Values maintains its AJ Bell Select List status
The Fidelity Special Values has maintained its spot among only 18 investment companies selected by AJ Bell’s investment specialists for their Investment Trust Select List.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 04 Mar 2024
Japan’s Nikkei 225 sets new all-time high
Jeremy Osborne, Investment Director of Fidelity Japan Trust PLC, explains why he thinks Japanese equities still offer compelling value and investors are underexposed to the market.
Jeremy Osborne Investment Director - 04 Mar 2024
Fidelity China Special Situations maintains its place on AJ Bell Select List for 2024
Fidelity China Special Situations PLC has been confirmed for the second year running on AJ Bell’s Investment Trust Select List.
Dale Nicholls Portfolio Manager - 04 Mar 2024
Fidelity European Trust reconfirmed on this year’s AJ Bell Select List
The Fidelity European Trust is once again one of only 18 investment companies selected by AJ Bell’s investment specialists for their Investment Trust Select List.
Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 04 Mar 2024
Why UK equities may have finally turned a corner
Alex Wright outlines why value-oriented areas of the UK market represent a strong investment opportunity and how he is positioning his portfolios to benefit.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 12 Feb 2024
Kepler Trust Intelligence - latest research note on the Company
FEML’s truly active approach and go-anywhere mandate differentiate it from peers in the sector.
Kepler Trust Intelligence - 04 Jan 2024
Marcel Stötzel presents at AJ Bell’s Retirement Money Show Webinar
The co-portfolio manager of Fidelity European Trust PLC joins this year’s Retirement Money Show Webinar to make the case for European equities and to showcase why investing in the trust could be a good option for diversifying.
Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 20 Dec 2023
Pricing power and balance
Portfolio managers Sam Morse and Marcel Stotzel review the challenges and complexities facing investors in Continental European equity markets.
Sam Morse Portfolio Manager, Fidelity European Trust PLC - 30 Nov 2023
The value in UK value
Alex Wright, portfolio manager of Fidelity Special Values PLC, shares his outlook for UK equities in 2024.
Alex Wright Portfolio manager, Fidelity Special Values PLC - 30 Nov 2023
Can Japan continue to deliver?
Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, share his outlook for 2024.
Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 30 Nov 2023
Measuring China’s recovery
Sentiment towards China remains weak, but the fundamental backdrop is improving and could represent an opportunity as we go through the year ahead given low valuations.
Dale Nicholls Portfolio Manager - 30 Nov 2023
Unlocking opportunities in emerging markets
2023 has been a volatile year for emerging market equities and whilst the macro backdrop is mixed, easing inflation and the start of rate cutting cycles point to a gradual improvement.
Nick Price Portfolio Manager, Fidelity Emerging Markets Fund & Fidelity Emerging Markets Limited - 30 Nov 2023
Half Yearly Results Announced
The Company has announced Half-Yearly Results for the year ended 30 September 2023.
Fidelity Research team - 29 Nov 2023
Why Emerging Markets?
To build a dynamic investment portfolio fit for the future, investors need to align themselves with areas of compelling structural growth.
Fidelity Research team - 27 Jul 2023
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