Europe

Two new managers appointed

Over the past couple of months, Oyster's Claire Shaw has actively increased the fund's exposure to emerging markets as it is one of the most out of favour themes in the market right now.

For those investors seeking in the region of cash +2% returns and low levels of overall risk, the current market environment poses several challenges - such as the historically low yields and high valuations.

Allianz GI's Simon Gergel explains how changes in macro and micro-economic factors could provide large-cap stocks with a significant boost in the coming years.

Advises investors to de-risk portfolios

Attractive buy territory

Extends QE to at least March 2017

Avoiding the losers

RBC's James Jamieson argues too many investors still believe dividends imply a stock must be 'ex growth'.

Europe is benefitting from a valuation discount to the US in terms of P/E and dividend yield, as well as an improving outlook overall.