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Jason Pidcock and Sam Konrad discuss the impact of US tariffs, why they avoid investing in China and why they believe Asia remains an important market for equity income

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values shares his perspectives on the recent tariffs-related market volatility. Against a backdrop of global uncertainty, he highlights why the UK market with its low valuations, strong earnings growth and high dividends remains an attractive environment for contrarian stock pickers, and well positioned to weather the tariff storm.

The unpopularity of the UK market in recent years has made it an attractive hunting ground for contrarian value investors. While investors continue to be seduced by the charms of the US technology sector, we believe the UK market has an underappreciated richness of opportunity, combining strong earnings growth, high dividend yields and low valuations.

Sam Morse and Marcel Stötzel, portfolio managers of Fidelity European Fund and Fidelity European Trust PLC, examine the challenges and opportunities facing investors in European equities. Despite an uncertain macro backdrop, they explain why a focus on high quality companies with strong balance sheets and sustainable dividend growth can continue to drive attractive long-term returns for investors in the region.

In this video, Newton US equity income portfolio manager John Bailer considers the impact of DeepSeek on the US equity market.

Ned Naylor-Leyland discusses recent gains for gold and silver, and why he expects to see more momentum in the market for precious metals.

Alex Savvides, Stephanie Geary and Siddharth Sukumar say their UK equity strategy aims to generate returns from transforming companies - and sweating the details.

Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant discuss their outlook for emerging market equities, exploring signs of stabilisation in China, as well as opportunities in markets as diverse as Mexico and India.