Europe

ON EUROPE

Polar Capital is considering merging its European Financials into the Financial Opportunity fund, which launches next month.

RWC's Ajay Gambhir says while geopolitical events in the Middle East have sparked uncertainty, there are still plenty of opportunities for long/short investing in Europe.

If you ask investors for their least favourite abbreviations from the crunch, CDO, CLO, RMBS and CMBS may spring up.

Hedge fund guru George Soros has argued the European Financial Stability Facility (EFSF) must take control of Europe's banking system if it is to solve the sovereign debt crisis without causing another banking collapse.

Greek government bonds yielding 15% are now ‘tempting' as the chances of the country being forced into a restructure over the next couple of years has been reduced, says Chris Iggo at Axa Investment Managers.

ON EUROPE

Europe's biggest banks must fully disclose their exposure to sovereign debts, as part of a new round of stricter stress tests.

If you have already invested for clients in an emerging markets fund, but now think a few bob in a US equities portfolio will do better this year, then stop.

In a short space of time as CEO of Matrix Asset Management, Angus Woolhouse tells Emma Dunkley how expanding the group's distribution capabilities has been essential to navigating Matrix in the right direction