Morse code for outperformance in Europe – executive interview

Published on 10 July 2020
 
Sam Morse, portfolio manager for Fidelity European Values discusses why

i the European recovery is unlikely to be ‘L’ or ‘V’ shaped
ii another Eurozone crisis may force further integration
iii the black death gives us insight into inflation risk
iv he is picking companies that will not just survive but thrive in the long term
v Nestle ticks all the boxes

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