Marine Le Pen could win French election
Investors are getting increasingly jittery about Europe. Political risk is ratcheting up as elections in the Netherlands, France and Germany over the coming months have the potential to threaten the very existence of the European Union and cause ructions...
'Best job in the world'
Runs two funds with Richard Pease
Election impact on European trusts
Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification.
Investment Week's Europe Crib Sheet: All the best articles, videos and infographics from across the industry
Investment Week highlights a range of interesting viewpoints as part of our Europe Special on subjects including the French election, the future of the euro and value opportunities.
With significant political decisions undertaken during 2016 on both sides of the Atlantic, 2017 now becomes a year of execution, writes Ben Russon, portfolio manager of the Franklin UK Opportunities fund.
Three key national elections
In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.
UK leaving single market
Managers respond to big question
Subject to strict EU regulation
Opportunities in a number of sectors
Inflows into US passives of $505bn in 2016
Unattractive sector recently
Part of wider EU transparency standard
Thomson Reuters Lipper's annual report
Sitting at depressed levels
Niall Gallagher, investment director of European equities at GAM, talks to Lawrence Gosling about how the macro outlook for Europe is the strongest he has seen for some time.
Stumbling blocks ahead
David Abner, head of Europe at WisdomTree, looks at the key tactics for trading ETFs successfully.
Before you think of asking yourself which way emerging markets are going to go this year, stop, writes Tamsin Evans, head of multi-asset at River and Mercantile Asset Management.