Europe

Jupiter's John Chatfeild-Roberts has predicted the European Central Bank (ECB) will unveil a long-awaited quantitative easing programme at the start of next year, boosting the region's equity markets in the process.

SWMC European Fund manager Stuart Mitchell has taken a stake in GlaxoSmithKline following 'years' of pronounced share price underperformance from the pharma giant.

Investors have punished stocks with even small exposure to Russia, while disregarding political risk closer to home, argues NewSmith's Jean Maigrot. He explains which sectors investors ought to be long and short.

Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.

The companies using Portugal’s bleak outlook to their advantage

European stocks rebounded on Friday after ECB president Mario Draghi said the central bank is ready to expand its asset purchasing programme if inflation in the eurozone continues to lag.

A test of strength for Europe’s banks

How defensively are European funds positioned?

Will earnings growth finally come through for Europe?

Is a crisis engulfing the eurozone’s core?