Negative sentiment towards Europe's economic prospects has caused valuations in many cases to become very attractive, says Barings' Nick Williams.
BlackRock Continental European Income
The eurozone's two largest economies both performed worse than expected in the second quarter, raising fresh fears over economic stability in the currency bloc.
Neptune's Rob Burnett has been adding to peripheral European banks in anticipation of a share price bounce after this year's round of stress tests are completed.
Saxo Bank has published a list of ten 'outrageous predictions' which could play out in 2014 and impact global investment markets.