Europe

Marine Le Pen could win French election

Investors are getting increasingly jittery about Europe. Political risk is ratcheting up as elections in the Netherlands, France and Germany over the coming months have the potential to threaten the very existence of the European Union and cause ructions...

'Best job in the world'

Runs two funds with Richard Pease

Election impact on European trusts

Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification.

Investment Week highlights a range of interesting viewpoints as part of our Europe Special on subjects including the French election, the future of the euro and value opportunities.

With significant political decisions undertaken during 2016 on both sides of the Atlantic, 2017 now becomes a year of execution, writes Ben Russon, portfolio manager of the Franklin UK Opportunities fund.

Three key national elections

In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.