As Sam Morse celebrates five years at the helm of the Fidelity European Values trust, he talks to Katrina Lloyd about why QE is an "easy" option, why one rule doesn't fit all in China and his outlook for dividend growth in 2016.
Believes in rebound in technology spending
The retail industry appears to find endless fascination from monitoring inflows and outflows from particular funds and asset management houses.
Today's announcement by Stewart Investors that Angus Tulloch and Jonathan Asante are stepping down from a number of funds will have unsettled investors, perhaps far more than any other high profile manager moves of the past.
Daniel Godfrey, who resigned yesterday as chief executive of the Investment Association, faced an almost impossible task when he joined the trade body nearly three years ago.