Aaron Barnfather, manager of Lazard's European Alpha fund, argues there is value in the unloved continent, as it offers investors emerging market exposure.
J.P. Morgan Asset Management has added a sterling-hedged share class to its £122m Europe Dynamic Ex-UK fund.
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.