Europe

ON EUROPE

EUROPE

Chris Rice has moved his Cazenove European fund to an overweight in media, technology and business services ahead of an expected surge in capital expenditure that will benefit the sectors.

Greece bowed to international pressure last week by formally requesting a bailout from the eurozone member countries and the International Monetary Fund.

HSBC Asset Management is planning to change the investment approach on its GIF European Equity fund after turning around performance on European Growth using the same method.

ON EUROPE

Argonaut's Russ sees quest for income as high priority

Alliance Bernstein's Martin Reeves on the strong performance of the euro high-yield market.

Despite the recent woes in the economic environment, the default risk of European structured finance securities and their ratings has so far been largely unaffected, writes S&P's Andrew South.

ON EUROPE