Matt Siddle, portfolio manager of Fidelity Europe Fund, joins us today to discuss the latest market movements in Europe, and where he is finding opportunities in the second half of 2022. Matt also provides a positioning update for his fund, and explains why European value is looking cheap right now. With host Pamela Ritchie, Matt unpacks the energy needs in Europe this winter, the health of the consumer in Europe and how this differs from country by country, thoughts on moves by central banks - specifically the Bank of England, and more. Matt believes buying a value based European equity fund is a good fit for those investors looking to diversify from North American exposure.

Recorded on August 12, 2022.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-siddle-august12.pdf

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