Europe

Rathbones' chief investment officer Julian Chillingworth has labelled the apparent value in European equities ‘misleading', claiming the region is in for another year of anaemic growth.

2014 Outlook

Investors ditched fixed income funds - corporate bond portfolios in particular - and opted for UK and European equities in November as the great rotation becomes more and more visible.

J.P. Morgan Asset Management's chief markets strategist - former BBC economics editor Stephanie Flanders - forecasts better times ahead for global markets in 2014.

EUROPE

Carmignac Gestion has brought in a new London-based European equities team to replace its existing managers in an attempt to improve the performance of its funds.

Schroders has launched a European credit fund for manager Patrick Vogel which aims to identify and tap into credit "sweet spots" across the continent in order to achieve a high yield.

Alken's Absolute Return Europe fund has seen inflows of nearly £700m since the start of the year as investors piled into absolute return products.

Aberdeen Asset Management is the biggest faller in the FTSE 100 index on the first trading day of 2014, as investors take profits after a stunning run higher for the business recently.

Pioneer Investments' head of European fixed income, Tanguy Le Saout, has identified four key fixed income themes for investors to watch in 2014.