Marcel Stötzel, Co-Portfolio Manager of Fidelity European Trust PLC, joined Citywire’s Ian Horne to explain why his team is backing European domestic companies for the first time in 17 years. He also shares the key themes shaping his thinking, where he sees value today, and the challenges still facing markets.
Watch Marcel Stötzel’s recent broadcast with Citywire
The 'Big Broadcast' with Marcel Stötzel is produced, recorded and distributed by Citywire.
Important information - The value of investments and the income from them can go down as well as up, so you may get back less than you invest. Overseas investments are subject to currency fluctuations. The Fidelity European Trust PLC uses financial derivative instruments for investment purposes, which may expose it to a higher degree of risk and can cause investments to experience larger than average price fluctuations. The shares in the investment trust are listed on the London Stock Exchange and their price is affected by supply and demand. The investment trust can gain additional exposure to the market, known as gearing, potentially increasing volatility. 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. Investors should note that the views expressed may no longer be current and may have already been acted upon.
News & Insights - European Values PLC
Europe will be central to the next wave of AI winners
Why Europe could prove to be one of the most overlooked AI exposures in globa…
Market volatility opens opportunities in quality European equities
Sam Morse and Marcel Stötzel navigate the current market conditions and expla…
Annual Results Announcement 2025
Final Results for the year ended 31 December 2025