Europe

Improving geopolitics and falling inflation positive drivers

'Best job in the world'

Rob Burnett, manager of the Neptune European Opportunities fund, discusses the drivers behind the recent turnaround for the European financials sector and whether the rally has further to run.

Runs two funds with Richard Pease

Election impact on European trusts

Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification.

John Redwood, chief global strategist at Charles Stanley, comments on the upcoming French presidential election and the potential implications for Europe.

Investment Week highlights a range of interesting viewpoints as part of our Europe Special on subjects including the French election, the future of the euro and value opportunities.

Three key national elections

Pound has 'robust qualities'