Europe

Access to the internet and paid-for television is moving from a convenience to an essential in markets across the globe. Artisan Partners' Mark Yockey highlights the best stocks for capturing the trend.

Many of the headwinds faced by Europe over the past year are now starting to fade, says Invesco Perpetual's Stephanie Butcher.

Negative sentiment towards Europe's economic prospects has caused valuations in many cases to become very attractive, says Barings' Nick Williams.

A volatile year ahead for investors

Europe's economy is clearly deteriorating, with the stand-off between Germany and the peripheral nations continuing to hamper attempts to reform the region.

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