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Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.

High valuation and concentration risks appear to be driving an ongoing shift in equity market leadership, signalling a potential change in the dominant sectors of the market, argues Newton portfolio manager Jon Bell.

Amid escalating US-China trade tensions and as Fidelity China Special Situations PLC celebrates 15 years since listing on the London Stock Exchange, portfolio manager, Dale Nicholls, takes stock of recent events and outlines his positioning in a shifting investment landscape. Against a backdrop of increased uncertainty and volatility, the potential for stock prices to become disconnected from underlying fundamentals can create attractive opportunities for long-term, active investors.

As volatility related to US tariffs continues to spook markets, Nick Price and Chris Tennant, portfolio managers of Fidelity Emerging Markets Ltd, examine the impact on portfolio holdings. In a fast-changing environment, they highlight the importance of remaining pragmatic and avoiding anchoring on any one outcome, while continuing to explore a range of scenarios.

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.