Europe

Kelton explains his investment process and where he is finding contrarian stock ideas in the eurozone.

UK EQUITY ALPHA

In an environment where bonds have sold off and equities look expensive, providing a return above inflation is tough, Edward Allen of Thurleigh Investment Managers tells Anna Fedorova.

The US economy has been hitting the headlines for all the wrong reasons in recent months.

INDIA

SMALLER COMPANIES

Former Cazenove European fund manager Chris Rice is to launch a boutique fund management firm with ex-colleague Tim Russell, Investment Week can reveal.

FIXED INCOME

Odey Asset Management is to launch a European Absolute Return fund for manager Feras Al-Chalabi later this year.

T Rowe Price's European equity manager Dean Tenerelli said he is finding attractive entry points into stocks linked to the domestic economy in Continental Europe.