# 384. European investing with a risk-aware edge

Page: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/384-european-investing-with-a-risk-aware-edge
Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/384-european-investing-with-a-risk-aware-edge.md
Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585)
Published: 2026-02-19T00:00:00+00:00
Episode link: https://www.buzzsprout.com/1890790/episodes/18624422-384-european-investing-with-a-risk-aware-edge.mp3
Audio file: https://www.buzzsprout.com/1890790/episodes/18624422-384-european-investing-with-a-risk-aware-edge.mp3
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JSON: https://stenobird.com/v1/public/podcasts/fundcalibre-investing-on-the-go-709585/episodes/384-european-investing-with-a-risk-aware-edge
Duration seconds: 1408

## Resource

Marcel Stotzel shares how his team manages the Fidelity European Trust with a focus on quality, downside protection and sustainable dividend growth. We cover the recent merger with the Henderson European Trust, the benefits of scale and liquidity and how high-quality companies are navigated amid market rotations and higher rates. Marcel also discusses the evolving European investment landscape, domestic opportunities and why they have selective exposure to AI. What’s covered in this episode:&...

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## Transcript

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