UBS' Paul Fairbrother believes European banks could see their share prices double in the next few years as stocks recover from their depressed valuations.
Jupiter's head of European equities Alex Darwall has dismissed the sovereign debt crisis as a "micro" issue which will have little impact on the corporate sector.
Matrix is planning to launch a range of Ucits III funds, the first of which is likely to be an Eastern European equity fund with a focus on Russia.
Fund managers expect the Basel Committee's new rules on bank capital adequacy to have a major impact on financial sector debt and equity markets.