Yesterday's relief rally prompted by the Greek election on Sunday failed to translate to Asian markets overnight, as concerns over Spain's economy dominated trading.
Max King, portfolio manager in Investec Asset Management's multi-asset team, asks whether the disparity between US and European equity market performance is justified, suggesting now could be the perfect entry point into stocks.
Niall Gallagher, European equities manager at GAM, has found value in unloved peripheral European equities overlooked by risk-averse investors.
Marina Akopian, fund manager at HEXAM Capital Partners, outlines the drivers that could aid a turnaround in fortunes for emerging markets.
Mirabaud Asset Management has hired Daniel Tubbs, former co-head of BlackRock's global emerging markets team, to run an emerging markets equity fund.