Sentiment finally turns positive
New team led by Jamie Kramer
Threat of Eurosceptic movements
Netherlands says 'stop' to wrong kind of populism
Beginning of a round of European elections this year
An 'intriguing' subplot to Brexit
Elections in Holland, France and Germany
Lilley worked at OMGI for five years
Volatility in elections year
Introduced banks theme
Seen no corporate earnings growth since 2011
European passives attracted €40bn last year
Marine Le Pen could win French election
Investors are getting increasingly jittery about Europe. Political risk is ratcheting up as elections in the Netherlands, France and Germany over the coming months have the potential to threaten the very existence of the European Union and cause ructions...
Le Pen the biggest headwind
Improving geopolitics and falling inflation positive drivers
'Best job in the world'
Rob Burnett, manager of the Neptune European Opportunities fund, discusses the drivers behind the recent turnaround for the European financials sector and whether the rally has further to run.
Runs two funds with Richard Pease
Election impact on European trusts
Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification.
John Redwood, chief global strategist at Charles Stanley, comments on the upcoming French presidential election and the potential implications for Europe.