Europe

Slowing industrial production is the largest headwind facing Northern Europe in the near term, according to Newton's bond manager Paul Brain.

Jupiter's head of European equities Alex Darwall said there are a number of companies which will emerge from the European sovereign debt crisis with stronger business models.

Cazenove's head of pan-European equities Chris Rice has warned investors piling into safe havens such as bunds are at risk from a huge policy response in Europe.

Hedge fund veteran Crispin Odey has given his take on the "depressing story" playing out in the eurozone, suggesting beleaguered Europe and the resilient US could move in very different directions.

Reports that China is eyeing a fresh round of stimulus to boost growth in the country helped lift European stocks out of the doldrums Monday.

Europe should turn its back on austerity and its fiscal pact and pursue a pro-growth agenda like the US, according to Fidelity's Trevor Greetham.

ETHICAL

EUROPE

Asian markets climbed overnight on indicators the Federal Reserve may initiate further quantitative easing, after initially putting plans on ice.

The global credit market has been turned upside down as sovereigns contaminate the market and governments become "the new hedge funds", according to PIMCO's Luke Spajic.