Economic data in Europe is improving steadily, an expansionary monetary policy is in place and company earnings are set to pick up.
John William Olsen, manager of the M&G Global Growth and M&G Pan European funds, examines the buying opportunities for high-quality companies.
Pan-European fund remains soft-closed
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