Italy

Edward Smith, asset allocation strategist at Rathbones, takes a closer look at the winners and losers from the UK's decision to leave the EU.

Follows Italy's Atlante fund

Aims to support eurozone's third-largest economy

Follows Draghi's QE re-examination

Firm has €374bn in AUM

Sam Morse, manager of the Fidelity European Values trust, examines the tailwinds for his favourite banking stocks.

Simon Cordery, head of investor relations and business development, investment trusts at F&C Investments, explores the extent to which market sentiment can affect trusts.

Fund managers have backed Italian banks to continue driving European equities higher this year, aided by a more supportive macro backdrop and beneficial domestic reforms.

Rob Burnett's decision to retain a contrarian position to peripheral banks in his Neptune European Opportunities fund has dragged on performance in recent years.