Eurozone

QUICKFIRE Q&A

EUROPE

Schroders has launched a European credit fund for manager Patrick Vogel which aims to identify and tap into credit "sweet spots" across the continent in order to achieve a high yield.

Mainstream emerging markets may have remained thoroughly out of favour this year, with developed nations driving global equity returns, but surprises can still be found in the top ten markets of 2013.

It is still the main topic in town. We have had some wobbles in markets as investors have taken fright at the idea of fewer new dollars around.

Kelton explains his investment process and where he is finding contrarian stock ideas in the eurozone.

GDP slowed in Germany and declined in France in Q3, fuelling fears the eurozone recovery could be set to falter after weak inflation numbers earlier this month.

Bond managers are buying back into European government debt, as worrying inflation figures revive fears the eurozone could sink into a period of Japan-style deflation.

BONDS

What a difference a year makes. Last autumn, you may recall, we were all holding our heads in our hands, lamenting the sorry state of the UK economy.