Hugh Cuthbert, manager of SVM's Continental Europe fund, asks whether there will be a level playing field between euro and non-euro currency plays now growth is returning to Europe.
Investors have today called on the European Central Bank to loosen monetary policy after inflation in the eurozone tumbled last month.
The lower percentage of European stocks setting new 252-day highs suggests the region's markets are teetering on the edge of a correction, explains Artemis European manager Mark Page.
GLG has hired veteran European fund manager Rory Powe as it moves to expand its product range with a European long-only fund.
Spain is still a risk-on play, but its restructured banking sector provide a good way to play the recovery, explains Mirabaud's Antonio Hormigos.
Niall Gallagher, the manager of the GAM Star Continental European Equity fund, has been buying businesses exposed to the recovery in the European periphery as he seeks to maintain his fund's impressive track record.