Stephen Macklow-Smith, manager of the JPMorgan European investment trust, analyses the sector winners and losers following the end of Europe's earnings season.
From a structural perspective, Europe does not look appealing
Co-manager to join from Credit Suisse
Despite concerns in Greece, David Lambert, senior portfolio manager - European equities at RBC Global Asset Management, says key macro data from European companies has remained resilient
Fund managers snap up Europe as Greek worries recede
Should Germany, not Greece, leave the eurozone?
Though often seen as less diversified than larger corporates, small-caps are coming up trumps as Europe's recovery continues, explains Antoine Lesne, head of ETF sales strategy EMEA at State Street Global Advisors
Paul Niven, manager of the Foreign & Colonial investment trust, explains how beyond the near-term volatility and fears about navigating future interest rate rises, global equities are actually expected to excel.
Until recently European markets had been steadily growing, but with strong performance from stocks traditionally seen as defensive or defensive growth.