Europe

Managers cite good foresight and cheap equities as reasons for outperformance

In recent months, the Russian stock market has staged an impressive rally. With stocks among the cheapest in the emerging market universe, it is trading at a discount of 40% compared to its peers

Eastern European equity markets have risen strongly this year.

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