Europe

ASIA

Mark Hawtin, the manager of the Gam Star Absolute Europe fund, is taking a 24% position in technology as he begins to view the sector positively for the first time in 10 years.

Henderson head of retail fixed income John Pattullo provides his view on a volatile few weeks for bond markets and why he expects to see jittery gilt auctions.

A number of hedge funds that made millions from the implosion of America's subprime market are betting on a similarly dramatic collapse of the euro.

BONDS

EUROPE

Europe is beginning to look attractive again following sharp falls in the euro and the region's stock markets, according to Sarasin's Mark Whitehead.

CIO INTERVIEW

ASSET ALLOCATION

EUROPE