Europe

Is now a good time for investors to reconsider small- and mid-cap stocks, following their recent underperformance? Diane Bruno, lead portfolio manager of the Mandarine Unique fund, analyses the sectors attributes

Economists have been emphasising the need for eurozone economies to start behaving more like those of the UK and US, but in reality the region is becoming more correlated with Japan than ever before, explains Chris Bailey, European strategist at Raymond...

Even if Greece finally leaves the single currency, the financial shock will be both manageable and short-lived as European equities have already started their QE powered rebound, says Paul Wild, manager of the JOHCM Continental European fund

European equities have shot to the top of investors' list of priorities since the start of the year, but which global funds have positioned themselves to ride the rally?

Crispin Odey has likened his portfolios to a "hot curry", as equities' serene progression puts markets at odds with the manager's bearish views.

Nearly all countries are spending less on their defences but Victoria Leggett, portfolio manager, European equities at Union Bancaire Privée, argues recent threats mean not increasing Europe's defence spend is no longer an option for the region

An improving performance trend for European assets versus US assets is a key theme investors should be focusing on currently, says Toby Vaughan, head of fund management - global multi-asset solutions at Santander Asset Management UK

Fund managers have backed Italian banks to continue driving European equities higher this year, aided by a more supportive macro backdrop and beneficial domestic reforms.

Five growth gems

Investors in Richard Pease's Henderson European Special Situations fund are to vote on its transfer to Crux Asset Management on 28 May, with the manager himself moving over at the start of June.