Providers could require more time
Says political risk has heightened
Nicolas Walewski, manager of the Alken European Opportunities fund, analyses the prospects for Europe's auto sector, which has been one of the poorest performers in Europe this year.
Previously co-manager on UK Alpha fund
Launches US high yield 'Fallen Angels' ETF
Stephen Macklow-Smith, manager of the JPMorgan European investment trust, takes a closer look at the factors that could drive an encouraging earnings story on the continent.
European fund managers are continuing to hone in on Italy's 'cheap' equity market, despite the poor performance of the country's banking sector in the EU's recent stress tests and uncertainty surrounding a key referendum in October which could cause more...
Now the UK's Brexit referendum is old news, Europe's troubled peripheral economies are once again under the spotlight as political deadlock in Spain and Greece's growing debt burden cast a shadow on their recovery prospects.
Follows an eventful first half of the year
As a global fund manager, I have learnt through experience that some business and investment trends are firmly local (regulation, for example is often driven by local politics), while others can be global, albeit they can occur at different times in different...
Will review underweight UK position accordingly
Continuing impasse in French market deals
Well known from time at Invesco Perpetual
David Walton, manager of the Marlborough European Multi-Cap fund, explains why the long-term commitment of a company's CEO can provide an important buy signal for investors.
Brings in line with absolute return range
The UK has voted: Brexit it is. Even though the uncertainty around the vote result is behind us, a new road full of unknowns opens up, writes Florence Barjou, deputy head of active investment strategies and head of multi-asset investments at Lyxor Asset...
European equities offer access to global companies
Stocked up on equities ahead of the referendum
Interest rates at 0%
Expects rate cut next month
Small overweight retained in Japan
Also buying protection and raising cash
Unexpected referendum result
Three countries gaining momentum