However, although his investment style has evolved over the years, it has, in principle, remained the same throughout. Anthony has an excellent reputation in the industry, and has an enviable track record of investment performance, over good times and bad. Recent stock market volatility has sent shock waves through the investment community. In many ways, times of great uncertainty are times of great opportunity and he has the support of one of the largest teams of equity analysts in Europe and the considerable global resources of Fidelity Investments. Economies at the periphery of Europe should continue to grow more strongly than at the centre.
Domestic demand is viewed as the main driver of growth.
This should be sustained for some time, as consumer confidence is relatively high, given low interest rates, falling unemployment and higher wages. For some time, Anthony Bolton's stock-picking style has favoured European domestic stocks than European companies that trade internationally. One such sector is media, which has yielded a number of interesting opportunities. Consensus opinion suggests that the European Central Bank will cut rates in the short term. Europe is undergoing major structural change.