Europe

Having reached a low point in early March, European equity markets have rebounded strongly in recent months.

European equities have enjoyed a strong rebound in recent months as business and consumer confidence indicators have started to improve, and investors anticipate the beginnings of a global economic recovery.

There has been a sea change in the climate for investing in equities since the beginning of the year. In January, credit spreads were pricing in a ‘Second Great Depression', banks were bust on mark-to-market accounting and companies had shut factories...

CF Ruffer European fund tops sector over three years with manager Timothy Youngman looking to build on past gains by increasing exposure to equities

Argonaut co-founder looks for long-term growth by investing in a concentrated portfolio

European markets were remarkably volatile during the first half of 2009, mainly due to the ongoing fall out from the global credit crunch.

The fund celebrates its silver anniversary as one of the longest-established UK vehicles by standing first in IMA European Smaller Companies sector

Our investment process identifies three qualities in a company: strong cashflow returns from its operating assets, better-than-expected earnings growth and ignorance of the first two.

There is little doubt the tide is turning for one of the most unloved regions. Investor sentiment towards Europe in July, as measured by the Bank of America Merrill Lynch fund manager survey, was at its lowest level since 2003.

On a local currency basis, the FTSE World Europe ex UK Total Return Index has outperformed the S&P 500 Total Return Index since the March 2009 lows, reflecting the fact that European markets tend to be more sensitive to global growth.