Hugh Cuthbert, manager of SVM's Continental Europe fund, asks whether there will be a level playing field between euro and non-euro currency plays now growth is returning to Europe.
Special report: Africa's rising investment potential
Buy the rumour, sell the fact? Managers urge caution on India
China’s well-publicised defaults need action soon
Sterling has fallen back below $1.69 after worse-than-expected borrowing figures disappointed those investors hoping for further confirmation the economy is back on track.
‘I am more cautious on UK growth than the crowded consensus’
Are people in Japan convinced deflation is really over?