Henderson's manager of the European Focus trust, John Bennett (pictured), and manager of the EuroTrust, Tim Stevenson, discuss the main drivers for European companies in the current environment.
Following the crescendo of the European sovereign debt crisis in 2011, scepticism plagued investors across the continent, leaving the economy in a fragile, lethargic state.
Despite a recovery from the market turmoil seen in the first six weeks of the year, investor sentiment still remains weak, writes Winterflood's Simon Elliott.
Free trade agreements incomplete
Bringing strategies to Europe
European and Japanese equities failed to rise after central bank action
Severe implications for City of London
Investors need to 'hold their nerve'