Europe

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.

BIG INTERVIEW

ITALY

SMART MONEY

Asset management house Neuberger Berman has outlined ten macroeconomic trends which could elevate global equity markets and rejuvenate investor sentiment in the second half of the year.

EMERGING MARKETS

RWC Partners is re-opening Ajay Gambhir's European Absolute Alpha fund after closing it last year.

Is value investing dead and buried in this strange, disconcerting stop-start, risk-on/risk-off world?

GOLD