Fidelity's Morse: My top stockpicks in 'unloved' European bank sector

Sam Morse, manager of the Fidelity European Values trust, examines the tailwinds for his favourite banking stocks.

The ongoing political drama of the eurozone has once again assumed a central role in the market's narrative, resulting in a bout of volatility in equity and bond markets. In my view, these are dangerous distractions, and at times like this it is important to remind yourself of the basic principles of investment, and how you expect to achieve a return from the equity market over the long term.  For me, these principles involve investing in companies which can grow dividends sustainably and over the long term. Focusing on this principle, and not short-term market noise, allows me to ...