european equities

Valuations can, on a long-term view, offer significant opportunities, according to Vincent Devlin, co-manager of the BlackRock Greater Europe investment trust

Risks remain despite tailwinds

Investors attrated to long/short mandates

Economic data in Europe is improving steadily, an expansionary monetary policy is in place and company earnings are set to pick up.

Fears that Europe's more radical protest parties would be the ones to lead the region's recovery are no more, following the Greek prime minister's resignation last month, says Tim Stevenson, manager of Henderson EuroTrust.

Stephen Macklow-Smith, manager of the JPMorgan European investment trust, analyses the sector winners and losers following the end of Europe's earnings season.

James Budden, director at Baillie Gifford, says, managers need to start labelling performance over short periods as just noise, rather than allowing it to feed into portfolio constructions

SVM's Hugh Cuthbert, co-manager of the All Europe SRI fund, has said the investment case for traditional utilities companies has come to a permanent end.

Miton has hired former JO Hambro Capital Management manager Carlos Moreno to lead a new European equities strategy for the firm.

Lazard has hired former Henderson manager Léopold Arminjon to run a new European equities strategy.