Europe

Some companies trading at 50% discount

Catalan leader wants to holds talks with Madrid

Joined in September

90% of Catalans voted for independence

Investec manager looks at Lego's recovery story

Political risk is reduced following elections

Beating MSCI benchmark during the month

Calls for regulatory cohesion

Party division on Brexit grows

Who would have thought 12 months ago that Europe would have become the destination of choice for investors in 2017? What has changed?