Europe

RBC's James Jamieson argues too many investors still believe dividends imply a stock must be 'ex growth'.

Europe is benefitting from a valuation discount to the US in terms of P/E and dividend yield, as well as an improving outlook overall.

Delegates at Investment Week's European Breakfast Briefing last month heard from a number of fund managers discussing the region's prospects.

Managed by Nick Sheridan

New fund expected by end of 2015

GAM's Niall Gallagher explains why he believes markets are only half way through the European recovery, with the next phase likely to focus on earnings growth.

In an effort to further weaken the euro, boost economic activity, and create inflationary pressures, the European Central Bank's foot on the easy money gas pedal will be maintained, writes BMO Asset Management's Sam Cosh.

The Borsa Istanbul index may have rallied over 5% on the back of the Justice and Development Party's (AKP) surprise win in Turkey's general election on 1 November, but fund managers have warned caution is still needed when investing in the country.

Must buy unique stocks

John William Olsen, manager of the M&G Global Growth and M&G Pan European funds, argues there are more opportunities to buy high quality companies at attractive prices than a year ago.