Europe

Central banks' juggling act in trying to stimulate inflation but cool inflated asset prices is causing "schizophrenic" policy decisions in Europe. The trouble is, low inflation is necessary, argues Andrew Parry from Hermes.

Portugal's €5bn bail-out of Banco Espirito Santo is an idiosyncratic event and Europe is still home to some quality banks, explains Carmignac Gestion's Jean Medecin.

Standard Life Investments has recruited a manager from SWIP to run its European Smaller Companies fund, raising questions over whether Ignis' Ian Ormiston will make the move to SLI.

EUROPE

BlackRock has soft-closed its European Opportunities Extension fund at £540m to protect investors.

European equities look attractive on valuations grounds and Alken Asset Management's Nicolas Walewski has been hunting for undervalued stocks with high potential returns.

In recent years, investing in Europe's periphery has often lead to very binary outcomes. Argonaut Capital's Greg Bennett explains how the region is cleaning up its act.

EUROPE

European equity fund manager Michael Clements and a member of his team are to leave Franklin Templeton.

Dividing Europe in to 'core' and 'peripheral' markets is an old debate, and now it makes more sense to distinguish between growth and no growth markets, explains Johan Jooste, UK chief investment officer at Julius Baer.