european equities

THE BIG QUESTION

Cazenove's European fund has broken through £1bn on the back of record inflows of £440m year to date.

Monks Investment Trust manager Gerald Smith will take over as Baillie Gifford CIO from April 2011.

With European companies reporting significant earnings growth in 2010, Henderson's Richard Pease says these opportunities can no longer be ignored.

UBS' Paul Fairbrother believes European banks could see their share prices double in the next few years as stocks recover from their depressed valuations.

Jupiter's head of European equities Alex Darwall has dismissed the sovereign debt crisis as a "micro" issue which will have little impact on the corporate sector.

Liontrust has begun marketing its forthcoming long-only credit fund, but has pushed back plans to launch it to the first quarter of 2011.

OBSR has handed its Rising Talent award to Jupiter's Cédric de Fonclare, manager of the European Special Situations fund.

ON EUROPE

Threadneedle has handed three European equity funds to other managers following the departure of portfolio manager Rob Jones.