Hansueli Jost is manager of the Julius Baer Euroland Value Stock fund. Following his address to delegates at Investment Week's Funds to Watch event in London earlier this month, he explains the current trend for improving corporate profitability in the...
It has been a tough few years for European managers, as the Continent has failed to recover from the blows dealt by the crash in 2008. This year, the pressures have escalated, with recession threatening in several eurozone states.
Central European economies are beginning to show signs of growth, despite the Russia-Ukraine conflict showing no sign of easing in the near future, writes Franklin Templeton's Mark Mobius.
Giles Worthington has joined Smith & Williamson to run its European Growth trust, following the departure of Mark Pignatelli at the end of last year.
How defensively are European funds positioned?
Will earnings growth finally come through for Europe?