Italy remains a risk
Paul Jackson, head of research at Source, looks at how the changing political landscape has helped Europe - while hurting the UK, US and Brazil.
Carmignac's Saint-Georges on managing 'unknown risks'
European political fears are overstated
Issues profit warning
Three key elections ahead
Third-largest bank in Italy
Five managers give their views
It is easy to get lost in the many headlines proclaiming impending doom for Italy's banking system (especially following the 'no' vote in the constitutional referendum), or in the complex details of state aid and debt burden sharing.
UK "sat on its own" at negotiating table
'Brexit will become Bremain'
Fund managers have warned of short-term volatility following Italy's vote against constitutional reform in this weekend's referendum, which they say could "exert a baleful influence" on the country's struggling banking sector.
The euro fell to levels last seen in March 2015 last night as Italian Prime Minister Matteo Renzi said he would resign after suffering a worse defeat than expected in the country's referendum on constitutional reform.
For over two decades, the pace of Italy's economic growth has lagged that of its major continental peers, writes LGIM's Justin Onuekwusi.
Amid widely-held short positions in Italian debt
Risen 4.8% in November
Investors are taking a cautious approach to the upcoming Italian referendum on constitutional reform, but say the market consequences of the vote will not be as serious as the Brexit vote or US election, whatever the outcome.
Ahead of Italian referendum
Amid 2017 European election uncertainty
Not for the faint of heart
Denies €4bn offer
Amundi among the main contenders