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.