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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.

Fidelity

Half Yearly Report 2024 Results Announcement

Half-Yearly results for the six months ended 30 September 2024

Fidelity

Fidelity Investment Team - 09 Dec 2024

Nitin Bajaj

Focus on Value amidst market momentum

Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC spoke to Citywire’s Gavin Lumsden about the prospects for the Asia Pacific region following the US election and the recent efforts by China to revive its faltering economy.

Nitin Bajaj

Nitin Bajaj Portfolio Manager, Fidelity Asian Values PLC - 06 Dec 2024

Nick Price

Eyeing new growth avenues in emerging markets

Fidelity Emerging Markets Limited portfolio managers Nick Price and Chris Tennant share their outlook for 2025 and provide an insight into how they are looking to position the portfolio against an evolving macroeconomic backdrop.

Nick Price

Nick Price Portfolio Manager, Fidelity Emerging Markets Fund & Fidelity Emerging Markets Limited - 04 Dec 2024

Nicholas Price

Japan: Why small and mid cap companies look particularly attractive

Following Donald trump's recent election victory, Nicholas reflects on the impact this has on Japan and where he is seeing opportunities.

Nicholas Price

Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 22 Nov 2024

Marcel Stötzel

The case for European Equities

Excessive government debt, low productivity, weakening demographics. Ongoing conflict in Ukraine and heightened geopolitical uncertainty. It’s not hard to find reasons to be pessimistic about Europe.

Marcel Stötzel

Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 22 Nov 2024

Fidelity

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

Fidelity Investment Team - 13 Nov 2024

Fidelity

Final Results Announced 2024

The Company has announced its Final Results for the year ended 31 August 2024

Fidelity

Fidelity Investment Team - 07 Nov 2024

Fidelity

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

Fidelity Research team - 25 Oct 2024

Dale Nicholls

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

Dale Nicholls Portfolio Manager - 25 Oct 2024

Alex Wright

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

Alex Wright Portfolio Manager and Fidelity Special Values PLC - 24 Oct 2024

Nitin Bajaj

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

Nitin Bajaj Portfolio Manager, Fidelity Asian Values PLC - 18 Oct 2024

Fidelity

Final Results Announced 2024

The Company has announced Final Results for the year ended 31 July 2024.

Fidelity

Fidelity Research team - 11 Oct 2024

Fidelity

Final Results Announced 2024

The Company has announced Final Results for the year ended 30 June 2024.

Fidelity

Fidelity Research team - 09 Oct 2024

Sam Morse

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

Sam Morse Portfolio Manager, Fidelity European Trust PLC - 04 Oct 2024

Nicholas Price

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

Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 10 Sep 2024

Dale Nicholls

Navigating China’s path to recovery

China’s equity markets have experienced notable volatility this year, significantly underperforming global peers.

Dale Nicholls

Dale Nicholls Portfolio Manager - 06 Sep 2024

Kepler

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

Kepler Trust Intelligence - 27 Aug 2024

Alex Wright

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

Alex Wright Portfolio manager, Fidelity Special Values PLC - 12 Aug 2024

Chris Tennant

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

Chris Tennant Co-portfolio manager, Fidelity Emerging Markets Limited - 06 Aug 2024

Kepler

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

Kepler Trust Intelligence - 06 Aug 2024

Dale Nicholls

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

Dale Nicholls Portfolio Manager - 05 Aug 2024

Marcel Stötzel

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

Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 30 Jul 2024

Himalee Bahl

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

Himalee Bahl Investment Director, Fidelity Asian Values PLC - 12 Jul 2024

Alex Wright

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

Alex Wright Portfolio manager, Fidelity Special Values PLC - 08 Jul 2024

Nicholas Price

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

Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 04 Jul 2024

Fidelity

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

Fidelity Research team - 03 Jul 2024

Chris Tennant

Capitalising on innovation across emerging markets

Chris Tennant, portfolio manager of Fidelity Emerging Markets Limited spoke to Citywire’s Gavin

Chris Tennant

Chris Tennant Co-portfolio manager, Fidelity Emerging Markets Limited - 24 Jun 2024

Dale Nicholls

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

Dale Nicholls Portfolio Manager - 21 Jun 2024

Nicholas Price

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

Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 13 Jun 2024

Fidelity

Final Results Announced 2024

The Company has announced Final Results for the year ended 31 March 2024.

Fidelity

Fidelity Research team - 11 Jun 2024

Kepler

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

Kepler Trust Intelligence - 07 Jun 2024

Kepler

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

Kepler Trust Intelligence - 07 Jun 2024

Dale Nicholls

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

Dale Nicholls Portfolio Manager - 24 May 2024

Jeremy Osborne

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

Jeremy Osborne Investment Director - 01 May 2024

Fidelity

Fidelity Special Values Half Yearly Results Announcement

The Company has announced its half yearly results for the period ending 29th February 2024

Fidelity

Fidelity Research team - 26 Apr 2024

Marcel Stötzel

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

Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 18 Apr 2024

Alex Wright

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

Alex Wright Portfolio manager, Fidelity Special Values PLC - 16 Apr 2024

Alex Wright

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

Alex Wright Portfolio manager, Fidelity Special Values PLC - 16 Apr 2024

Fidelity International

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

Fidelity International a view from our analysts - 12 Apr 2024

Fidelity International

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

Fidelity International a view from our analysts - 12 Apr 2024

Catherine Yeung

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

Catherine Yeung Investment Director - 25 Mar 2024

Alex Wright

Looking at UK markets differently

Alex Wright explains why “often the best time to invest is when things look at their worst”

Alex Wright

Alex Wright Portfolio manager, Fidelity Special Values PLC - 25 Mar 2024

Nicholas Price

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

Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 25 Mar 2024

Alex Wright

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

Alex Wright Portfolio manager, Fidelity Special Values PLC - 20 Mar 2024

Nicholas Price

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

Nicholas Price Portfolio Manager, Fidelity Japan Trust PLC - 18 Mar 2024

Marcel Stötzel

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

Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 06 Mar 2024

Dale Nicholls

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

Dale Nicholls Portfolio Manager - 06 Mar 2024

Dale Nicholls

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

Dale Nicholls Portfolio Manager - 04 Mar 2024

Marcel Stötzel

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

Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 04 Mar 2024

Jeremy Osborne

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

Jeremy Osborne Investment Director - 04 Mar 2024

Alex Wright

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

Alex Wright Portfolio manager, Fidelity Special Values PLC - 04 Mar 2024

Alex Wright

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

Alex Wright Portfolio manager, Fidelity Special Values PLC - 12 Feb 2024

Kepler

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

Kepler Trust Intelligence - 04 Jan 2024

Marcel Stötzel

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

Marcel Stötzel Co-Portfolio Manager, Fidelity European Trust PLC - 20 Dec 2023

Fidelity

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

Fidelity Research team - 27 Jul 2023

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Investment Trusts explained

An Investment Trust is a public limited company (PLC) traded on the London Stock Exchange, so investors buy and sell from the market. It invests in other companies, seeking to generate profit for its shareholders.

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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.