Who would have thought 12 months ago that Europe would have become the destination of choice for investors in 2017? What has changed?
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.
Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.
Edward Smith, asset allocation strategist at Rathbones, takes a closer look at the winners and losers from the UK's decision to leave the EU.
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