Ian Ormiston, manager of the Ignis European Smaller Companies fund, has benefited from the rally in European stocks this year and has revealed the top themes driving returns in his portfolio.
Argonaut founding partner Barry Norris has bought back into Greece for the first time since 2006 in the belief the country's banking sector is now a compelling opportunity.
It is still the main topic in town. We have had some wobbles in markets as investors have taken fright at the idea of fewer new dollars around.
GDP slowed in Germany and declined in France in Q3, fuelling fears the eurozone recovery could be set to falter after weak inflation numbers earlier this month.