03 March 2014
Companies geared to the once-struggling peripheral nations of Europe are back on track, says Jim Campbell and Francesco Conte, managers of the J.P. Morgan European Smaller Companies trust.
24 February 2014
Investor confidence in Europe has been constantly eroded by a series of crises over the past few years. Now, at the start of its recovery, Andrew Parry, CEO of Hermes Sourcecap, says it is important not to panic over a market correction.
20 January 2014
John Redwood, chairman of the investment committee at Charles Stanley, warns 2014 is a year for caution as the US cuts back its bond-buying programme.
09 January 2014
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.
12 November 2013
Sebastian Kahlfeld, fund manager at Deutsche Asset & Wealth Management, explains why locally produced goods, are helping Sub-Saharan African countries create a new ‘emerging’ middle class.
04 November 2013
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.
08 October 2013
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).
04 October 2013
A simple typographical error boosted Spain's 2014 public debt forecast by €10bn (£8.4bn), the government has admitted.
20 September 2013
Ahead of the results of the German federal election this week, Hardeep Tawakley asks fund managers how they are positioning their portfolios in the region.
17 September 2013
This summer there has been plenty of evidence of an economic revival in the advanced countries of the world, which should be a positive background for share investment.
15 July 2013
Ignis Asset Management’s Stuart Thomson has identified five countries across Europe which could be the epicentre for the next leg of the region's financial crisis.
12 July 2013
The rally across much of Europe has passed Spain by so far this year, with the country's chief index lower than at the start of 2013.
09 July 2013
Former Chancellor Alistair Darling has warned Europe and its plethora of problems continues to pose the greatest threat to the UK unless growth returns.
01 July 2013
Mark Nichols, manager of the F&C European Growth & Income fund, explains why following the stock market recovery he is focusing on company specifics, and not geographies, when investing in European equities.
21 June 2013
Investing in Europe is the great investment uncertainty of modern times, a chimera that could be either the single greatest opportunity for investors or the biggest disaster lurking in the shadows.
George Godber, manager of the CF Miton UK Value Opportunities fund, analyses whether there is any value in Royal Mail following its stellar 2013 IPO.
The luxury sector will face a slowdown in growth over the next few years, warns Douglas McNeill, investment director at Charles Stanley Direct.
Investment Management Association (IMA) chief executive Daniel Godfrey says we should "interrogate quite hard" the assertion that the price of fund management has dropped elsewhere in the world, but not in the UK.
The recent efforts of Turkey's central bank remain deeply unconvincing while Chinese and Russian markets are stuffed full of state-owned enterprises. But there are bright spots for EM investors, argues Baillie Gifford's Tim Campbell.
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