Europe

Previously co-manager on UK Alpha fund

Stephen Macklow-Smith, manager of the JPMorgan European investment trust, takes a closer look at the factors that could drive an encouraging earnings story on the continent.

Apple and Irish government disputing claims

European fund managers are continuing to hone in on Italy's 'cheap' equity market, despite the poor performance of the country's banking sector in the EU's recent stress tests and uncertainty surrounding a key referendum in October which could cause more...

Now the UK's Brexit referendum is old news, Europe's troubled peripheral economies are once again under the spotlight as political deadlock in Spain and Greece's growing debt burden cast a shadow on their recovery prospects.

Will minimize impact of UK departure

To ERGO Italia

Concerns over Italian banks

As a global fund manager, I have learnt through experience that some business and investment trends are firmly local (regulation, for example is often driven by local politics), while others can be global, albeit they can occur at different times in different...

Will review underweight UK position accordingly