Roland Grender's talents as a stockpicker have made some of the most successful investors in the world sit up and take notice.
European markets are finding no shortage of things to worry about, whether it be the travails of the banking sector, the tortuous Brexit negotiations that lie ahead or the end of the European Central Bank's quantitative easing next March.
Amid 2017 European election uncertainty
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Growth is hard to come by as the global economic backdrop remains subdued, particularly in Europe, writes Crux Asset Management's Roland Grender.
In Europe, the European Central Bank (ECB) remains the dominant driver for yields. This year, it has been willing to extend the pace of quantitative easing (QE), add other instruments to the eligible pool, and signal new stimulus should it be warranted....
Marcus Morris-Eyton, in Allianz's European equities team, looks at the outlook for earnings in Europe, following six years of non-growth.
Nearly four months have passed since the European referendum and we have read many refer to the current period as 'post-Brexit', writes James Sullivan, director and senior fund manager at Coram Asset Management.