Investors have frequently dismissed Europe over the last 10 years due to the region's political and structural issues, but European companies can still benefit from globalisation, says Alexander Darwall at Jupiter.
Thames River's multi-managers have been cutting exposure to ‘bubbly' Asia in favour of Europe as they tidy up the portfolios inherited from F&C.
It is almost a year since John Bennett arrived at Gartmore from GAM to take on the Gartmore European Selected Opportunities fund from Roger Guy and Guillaume Rambourg.
The coalition government's emergency budget and harsh spending cuts risk driving the UK economy back into recession, warns veteran hedge fund manager George Soros.
The first AAA-rated bonds issued by the eurozone's new bailout fund have been snapped up by Asian and Middle East investors in a €5bn (£4.3bn) auction.
M&G's George Tsinonis, Giles Worthington and Tim Short are leaving the firm, leading to a management reshuffle on several funds.
In the latest Conjecture debate, our panelists from LV= and Threadneedle discussed European Equities.