Europe

Attractive economic backdrop

Improved political visibility

Growth outlook 'turning a corner'

Outflows of €743m in June

The most important factor for European equities for the foreseeable future will be the direction of bond yields.

UK faces €100bn divorce bill

Brexit is exception to 'relatively rosy scenario'

Pictet Asset Management's Tomás Pinto

Former Fidelity manager

German and Italian elections to come