Germany

Europe's dilemma: What are Draghi's options?

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.

SOUTHERN EUROPE

Angela Merkel's government is the latest to back the US Federal Reserve's withdrawal of monetary stimulus despite continuing emerging market turmoil, reports have suggested.

COMMENT

Global Growth

Hugh Sergeant, manager of the River and Mercantile World Recovery fund and the group's top performing UK Equity Long Term Recovery fund, has been eyeing opportunities across Europe despite the uncertain outlook for the region.

EUROPE

ECONOMIC OUTLOOK

Following six consecutive months of contraction, the eurozone successfully returned to growth in Q2 this year, with GDP increasing at a better-than-expected rate of +0.3% quarter-on-quarter (QoQ).