The eurozone has seen an internal shift in economic fortunes of late – the focus of investor concern no longer rests with the 'periphery' but with the 'core' instead.
The investment case for Europe is on the face of it challenging, but Crux is finding opportunities in unusual areas.
A couple of weeks ago, I came across a new genre of internet TV called the 'Top Ten list' programme.
Structural reforms are opening up the Spanish market to alternatives managers and lenders again, writes Squircle Capital managing partner José Caireta
Simon Cordery, head of investor relations and business development, investment trusts at F&C Investments, explores the extent to which market sentiment can affect trusts.
GAM’s European equities manager Niall Gallagher has predicted European equities could double in the near term as the region is supported by a number of tailwinds.
Shares in TSB Banking Group have soared after news emerged it is in takeover talks with Spanish bank Sabadell.
13 weird happenings for Friday the 13th
Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.
Is a crisis engulfing the eurozone’s core?
Peripheral Europe economies are diverging and investors should think of Spanish and Italian sovereigns as a rate trade, not a credit play, explains Carmignac's Sandra Crowl.
With banks offloading assets and the Spanish stock market on the up over the past 18 months, some see now as a good time to invest in one of the biggest losers of the eurozone crisis.
Spain is still a risk-on play, but its restructured banking sector provide a good way to play the recovery, explains Mirabaud's Antonio Hormigos.
Niall Gallagher, the manager of the GAM Star Continental European Equity fund, has been buying businesses exposed to the recovery in the European periphery as he seeks to maintain his fund’s impressive track record.
David Jane, founder of Darwin Investment Managers, has named the five investment themes he is backing in his multi-asset fund to outperform this year.
European equity funds focusing on value stocks have posted almost double the returns of their growth-oriented rivals this year, as cyclical companies and the European periphery outperform quality growth plays.
Following six consecutive months of contraction, the eurozone successfully returned to growth in Q2 this year, with GDP increasing at a better-than-expected rate of +0.3% quarter-on-quarter (QoQ).