Europe

Structural over-capacity and falling productivity in many once-booming sectors means the Chinese economic model is now in crisis, Barry Norris, founder and CEO of Argonaut Capital.

Advises investors to de-risk portfolios

Extends QE to at least March 2017

Earliest date for inclusion is October 2016

With the results of a referendum on UK membership of the European Union too close to call, we ask investment professionals for their views on the impact of a potential 'No' vote.

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