Sam Morse, manager of Fidelity European Values PLC, tells Incisive Works how to make the best of a gloomy outlook
Incisive Works recently attended an Allianz working lunch as Thorsten Winkelmann and Marcus Morris-Eyton discussed their portfolio construction philosophy for the Allianz Continental European Fund
The Chinese economy as a whole is slowing but domestic consumption is still relatively strong, says Dale Nicholls, manager of Fidelity China Special Situations PLC
Long- and short-term reasons lie behind the trend and there are surprising quirks such as the popularity of UK equity trusts despite Brexit delays