Chinese and wider Asia stock markets were boosted today by better than expected inflation data from China.
Investors searching for income have piled in to Europe's stash of dividend paying stocks over the past few years.
Baillie Gifford's European equity specialist Tom Coutts said the Italian election was not a game-changer for markets, but has thrown up opportunities for stockpickers as uncertainty hit share prices.
Europe is on the road to economic recovery as Ireland becomes the first country to emerge from the financial crisis, according to T. Rowe Price's European equity manager Dean Tenerelli.
The number of fund managers backing a strengthening in the US dollar hit a record high in March, as optimism over the US recovery also gathered pace.