Europe

ON BONDS

J.P. Morgan Asset Management has added a sterling-hedged share class to its £122m Europe Dynamic Ex-UK fund.

MACROECONOMIC FOCUS

AXA Investment Managers' Andrew Wilmont has taken the Pan European High Yield Bond fund's US exposure to its limit on the view European bonds are becoming expensive.

ON EUROPE

ON EUROPE

ON ASSET ALLOCATION

Former SocGen trader Jérôme Kerviel was today sentenced to five years in prison for the rogue activities which cost the French bank €4.9bn. Here is a recap of what the bank calls 'an exceptional fraud'.

Henderson Global Financials manager Emily Adderson has reintroduced a short position on European banks and boosted cash on expectations of near-term pressure for the sector.

BOUTIQUE FOCUS