Co-Portfolio Manager of the Fidelity European Trust PLC (LON:FEV), outlines why he believes quality businesses backed by strong balance sheets and dividend growth potential remain well placed to deliver strong relative returns over the long-term...
Fidelity European Trust highlighted strong contributions in August 2025 from KBC Groupe, which upgraded full year guidance, and Novo Nordisk, which advanced on positive trial results and regulatory approval for Wegovy...
A U.S. court ruling reignited European utilities, retail spin-offs drew attention, and chip equipment guidance cast a shadow, setting a distinctive tone for investors...
Continental European equities were volatile in July, with the Trust underperforming the index due to weak stock selection in financials and healthcare. Novo Nordisk and ASML detracted, while Legrand and Bankinter contributed positively. Over 12 months, the Trust’s NAV rose 1.8% and the share price 1.7%, compared with an 11.3% gain for the index...
FEV portfolio manager Marcel Stotzel highlights how quality companies with strong defensive characteristics can help investors navigate uncertainty and achieve long-term growth...
Trade truce headlines and a pause in European rate cuts have driven stocks to new highs even as bonds, currencies and commodities adjust to shifting policy winds...
Despite market headwinds, the Trust demonstrated resilience with standout contributions from Legrand and EQT and positive sector positioning. Over the past 12 months, NAV rose 2.3% and share price 5.5%, reflecting our focus on cash‑generative, dividend‑growing companies...
Hopes of renewed US-EU trade talks have sparked a strategic shift in European markets, with tech and select export-oriented firms emerging as prime beneficiaries...
European equities rose in May amid volatility linked to US trade uncertainty. Fidelity European Trust underperformed the index, mainly due to weak positions in consumer sectors...
In June 2025, Europe's STOXX 600 index shows signs of recovery as geopolitical tensions ease. This shift reflects broader market resilience and strategic investment opportunities...
Fidelity European Trust PLC and Henderson European Trust have proposed a strategic merger aimed at enhancing market profile and reducing fees for shareholders...
European equity markets show resilience as geopolitical tensions and central bank decisions shape investor sentiment. Traders navigate inflation risks and corporate developments this week...
Co-Portfolio Manager of the Fidelity European Trust PLC (LON:FEV), outlines why he believes quality businesses backed by strong balance sheets and dividend growth potential remain well placed to deliver strong relative returns over the long-term...
Fidelity European Trust highlighted strong contributions in August 2025 from KBC Groupe, which upgraded full year guidance, and Novo Nordisk, which advanced on positive trial results and regulatory approval for Wegovy...
A U.S. court ruling reignited European utilities, retail spin-offs drew attention, and chip equipment guidance cast a shadow, setting a distinctive tone for investors...
Continental European equities were volatile in July, with the Trust underperforming the index due to weak stock selection in financials and healthcare. Novo Nordisk and ASML detracted, while Legrand and Bankinter contributed positively. Over 12 months, the Trust’s NAV rose 1.8% and the share price 1.7%, compared with an 11.3% gain for the index...
FEV portfolio manager Marcel Stotzel highlights how quality companies with strong defensive characteristics can help investors navigate uncertainty and achieve long-term growth...
Trade truce headlines and a pause in European rate cuts have driven stocks to new highs even as bonds, currencies and commodities adjust to shifting policy winds...
Despite market headwinds, the Trust demonstrated resilience with standout contributions from Legrand and EQT and positive sector positioning. Over the past 12 months, NAV rose 2.3% and share price 5.5%, reflecting our focus on cash‑generative, dividend‑growing companies...
Hopes of renewed US-EU trade talks have sparked a strategic shift in European markets, with tech and select export-oriented firms emerging as prime beneficiaries...
European equities rose in May amid volatility linked to US trade uncertainty. Fidelity European Trust underperformed the index, mainly due to weak positions in consumer sectors...
In June 2025, Europe's STOXX 600 index shows signs of recovery as geopolitical tensions ease. This shift reflects broader market resilience and strategic investment opportunities...
Fidelity European Trust PLC and Henderson European Trust have proposed a strategic merger aimed at enhancing market profile and reducing fees for shareholders...
European equity markets show resilience as geopolitical tensions and central bank decisions shape investor sentiment. Traders navigate inflation risks and corporate developments this week...