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.
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).
German Chancellor Angela Merkel will still be looking for coalition partners, despite being on course to celebrate the strongest election result since Helmut Kohl's post-reunification victory of 1990.
Old Mutual Global Investors' Richard Buxton has warned five major trends could affect the global economy throughout September and October.
In a surprise statement, Germany's finance minister has admitted Greece will need a third bailout package.
Markets across the continent were lower in morning trading as investors reacted to heavy selling in emerging markets.