Europe

Henderson's manager of the European Focus trust, John Bennett (pictured), and manager of the EuroTrust, Tim Stevenson, discuss the main drivers for European companies in the current environment.

Following the crescendo of the European sovereign debt crisis in 2011, scepticism plagued investors across the continent, leaving the economy in a fragile, lethargic state.

Changing role of health insurers

Higher conviction approach

European and Japanese equities failed to rise after central bank action

Investors need to 'hold their nerve'

Cyclical opportunities

Juncker warns of 'unforseeable consequences'

Heavily weighted towards consumer stocks

Spoke alongside Édouard Carmignac