Europe

Investors have tentatively started to add to their European equity positions following an 18-month hiatus, after the European Central Bank's actions lessened concerns the euro will fall apart.

Investec portfolio manager Max King explains why, with corporate earnings beginning to catch up to the market, the perfect time to buy equities is now, before monetary policy begins to tighten once more.

Spanish borrowing costs have fallen sharply at the country's latest debt auction, with demand also strong, after the European Central Bank (ECB) acted to tackle the funding crisis.

Four years after Lehman Brothers suffered the largest bankruptcy in US history, a former vice president at the investment bank has warned the financial system is on a ‘collision course' for another 2008-style event.

Billionaire investor George Soros has said the eurozone crisis will only be resolved when Germany "wakes up" and realises it is to blame for introducing a single currency in the first place.

EUROPE

LGIM's HODGES

BlackRock's Continental European Income fund was launched in May last year at a time when Europe was the last place many investors wanted to be, but this was part of the appeal, according to fund manager Alice Gaskell.

Henderson's Richard Pease has predicted a ‘stampede' into European equities as soon as the government bond bubble bursts and investors begin demanding better real returns.

Global asset allocators are urging investors to look past the VIX index's fall to a five-year low last week, and shield assets against a further bout of volatility in the coming months.