Europe

Chinese money supply and loan growth - at over 30% - is out of control.

Baring Europe Select Trust manager Williams foresees increased interest in low-valued European companies

The Greek budget deficit saga drags on: all the excruciating metaphors now exhausted, there remains just the long grind to a compromised conclusion involving soggy sovereign yields and increasingly disinterested investors.

While it is undoubtedly premature to prepare the obituary for European monetary union, the financial downturn of the past few years has mercilessly exposed its inherent flaws.

This week's panel discusses European equities and the impact of the Greek tragedy

Roger Guy and Guillaume Rambourg have cut their Gartmore European Absolute Return fund's net market exposure from 32% to 18% this year in response to Greece's debt crisis.

Manager runs low gross exposure in European Absolute Return but sees signs of optimism in financials

HSBC Global Asset Management is to launch a Ucits III European absolute return fund next month.

When trying to gauge the outlook for the equity market, we look at corporate profits and the discount rate applied by investors to those profits.

Argonaut Capital is set to roll out its European Enhanced Income fund, the UK market's first onshore fund utilising a covered-call strategy on overseas equities.