Christine Tadros, head of European research at Xtract Research, highlights the key trends that have been seen in the first half of 2015, and which are likely to impact the market in the coming months
Economic data in Europe is improving steadily, an expansionary monetary policy is in place and company earnings are set to pick up.
Markets tumble again
Independent groups' AUMs soar
John William Olsen, manager of the M&G Global Growth and M&G Pan European funds, examines the buying opportunities for high-quality companies.
Gordon to focus on Europe
Fears that Europe’s more radical protest parties would be the ones to lead the region’s recovery are no more, following the Greek prime minister’s resignation last month, says Tim Stevenson, manager of Henderson EuroTrust.
Browne looks for buying opportunities
Manager launching new European fund
Multi-asset manager Nuttall to lead portfolio
Move ends bid speculation
From a structural perspective, Europe does not look appealing
Group plans to bring over Paris-run strategies
Co-manager to join from Credit Suisse
Despite concerns in Greece, David Lambert, senior portfolio manager – European equities at RBC Global Asset Management, says key macro data from European companies has remained resilient
John Redwood, chairman of the investment committee at Charles Stanley, takes a closer look at some areas of concern for investors.
Should Germany, not Greece, leave the eurozone?
Though often seen as less diversified than larger corporates, small-caps are coming up trumps as Europe's recovery continues, explains Antoine Lesne, head of ETF sales strategy EMEA at State Street Global Advisors
Four bond managers reveal the key challenges for fixed income
James Budden, director at Baillie Gifford, says, managers need to start labelling performance over short periods as just noise, rather than allowing it to feed into portfolio constructions
Paul Niven, manager of the Foreign & Colonial investment trust, explains how beyond the near-term volatility and fears about navigating future interest rate rises, global equities are actually expected to excel.
A Greek tragedy and metaphorical fireworks in China have provided rich material for headline writers so far this year. Meanwhile in the UK, the economy is continuing to strengthen and companies are operating in an environment of little or no inflation,...
Until recently European markets had been steadily growing, but with strong performance from stocks traditionally seen as defensive or defensive growth.