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.
How defensively are European funds positioned?
Will earnings growth finally come through for Europe?
'How we handled the European sell-off'
Polar Capital has launched a European Income fund for ex-Threadneedle manager Nick Davis, who joined the group last month.
Software, chemicals and industrial suppliers are among the under-appreciated European stocks that can survive the worst of the slowdown, explains Swiss & Global's Can Elbi.
The risk that Europe is facing a Japan-style 'lost two decades' is increasing, and the euro will likely fall further, says UBP's Jean-Sylvain Perrig.