Elena Shaftan is the head of Jupiter's emerging European team and manager of the £626m Emerging European Opportunities fund with Ingrid Kukuljan. Here she explains her fund positioning, why she does not subscribe to the ‘bigger fool' theory, and why the...
The EU summit on 4 February passed off with surprisingly little drama. The EU nations for once decided to avoid interesting public rows on the future of the euro.
Europe should relieve Greece of a third of its debt burden as the country's programme of cuts will only stifle economic growth, says Mohamed El-Erian.
AXA's multi-manager firm Architas is planning to launch a series of Ucits ‘distributor' funds midway through this year as part of a push into Europe.
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.