Marcel Stotzel, co-portfolio manager of Fidelity European Trust spoke to Citywire’s Gavin Lumsden about why now is a potential turning point for European markets as they start to outperform the US and what different types of pricing power the managers look for in the companies they invest in.

The 'Big Broadcast' with Marcel Stotzel 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. Investors should note that the views expressed may no longer be current and may have already been acted upon. Overseas investments are subject to currency fluctuations. Fidelity European Trust PLC can use 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. Reference to specific securities should not be construed as a recommendation to buy or sell these securities and is included for the purposes of illustration only.
 

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