Europe

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.

Pictet Asset Management has upgraded its European exposure to a full overweight, following the resolution of a Greek bailout deal and positive expectations for future earnings.

SVM's Hugh Cuthbert, co-manager of the All Europe SRI fund, has said the investment case for traditional utilities companies has come to a permanent end.

The Greek market has dropped 23% this morning as it reopened after a five week shutdown, implemented while the country battled to remain in the eurozone.

Market turmoil in China will prove a greater problem for European equity managers than the ongoing travails of eurozone member Greece, according to Argonaut Capital's Olly Russ.

Sam Morse, manager of the Fidelity European Values trust, examines the tailwinds for his favourite banking stocks.

Neuberger Berman's Jon Jonsson (pictured), senior portfolio manager of the $155m Global Bond Absolute Return fund explains why he has not reduced his short position in German bunds despite the recent sell-off.