Equities

SPECIALIST MARKETS

At the beginning of this year, who would have bet on the potential disintegration of the euro?

CONJECTURE

European sovereign debt does not compensate investors adequately for the risk they are taking, says Axa Investment Managers' chief investment officer Chris Iggo.

Henderson's Andy Beal is looking to increase his exposure to Chinese property, refuting any suggestion China is experiencing an asset bubble.

Annual eurozone consumer price inflation rose to a 16-month high of 1.5% in April, driven by rising energy prices, according to data released last week by Eurostat.

Liontrust duo Julian Fosh and Anthony Cross discuss their outlook for UK equities and how they have pulled up performance on First Growth

The listed hedge fund sector looks set to contract as trusts face continuation votes and many are wound up, despite taking action to narrow their discounts.

CONTRARIAN INVESTOR

Europe is beginning to look attractive again following sharp falls in the euro and the region's stock markets, according to Sarasin's Mark Whitehead.