Europe

Mark Pignatelli, manager of the Smith & Williamson European Growth trust, has predicted European bank shares will rise 70% over the next two and a half years as the European economic cycle reaches its trough.

Cédric de Fonclare, manager, European equities at Jupiter, reveals the type of company that is set to flourish in times of uncertainty.

International lenders will meet this weekend to discuss an emergency lifeboat worth up to €15bn, in a bid to stop the Greek crisis spreading to Eastern Europe.

Stephen Docherty, manager of the Aberdeen World Growth and Income fund, reveals how he is currently positioning his portfolio.

Liquidity in the corporate bond market will never recover to 2007 levels because investment banks are now so risk averse, according to Legg Mason's global bond manager Ian Edmonds.

Architas' Caspar Rock has repositioned his multi-asset range as he turns increasingly bullish about economic progress in Europe, but more concerned about Japan.

Evidence of investors moving back into European equities has increased as two industry reports reveal it has overtaken emerging markets in a preferred list of asset classes.

Exchange Traded Product flows reached their highest monthly level in almost four years in September as investors piled into passives.

Emerging market corporates' interest in global brands can be a "real positive" for European companies now trading at takeover valuations, according to Franklin Templeton's Mark Mobius.

EUROPE