Fidelity Answers: US or Europe, where should you invest now? episode artwork

EPISODE · May 21, 2025 · 34 MIN

Fidelity Answers: US or Europe, where should you invest now?

from Fidelity Answers: The Investment Podcast · host Fidelity International

Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But through a period of substantial change in policy, and even the post-war globalisation consensus itself, that debate has become a live one. Host Seb Morton-Clark is joined by Director Charlie Wood and Fund Managers Marcel Stotzel and Ashish Bhardwaj to discuss whether investors should stick with the new US or look elsewhere. And analyst Emma Newey Clark explains to Patrick Graham how she's scenario planning for what happens next in the pharmaceutical sector. See omnystudio.com/listener for privacy information.

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Fidelity Answers: US or Europe, where should you invest now?

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This episode was published on May 21, 2025.

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Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But through a period of substantial change in policy, and even the post-war globalisation consensus itself, that...

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