LTRO

BlackRock's Continental European Income fund was launched in May last year at a time when Europe was the last place many investors wanted to be, but this was part of the appeal, according to fund manager Alice Gaskell.

Guy Monson, CIO & managing partner at Sarasin & Partners, looks beyond the eurozone and identifies the other key themes that will affect investment decisions over the next six months.

FMF

HIGH YIELD

FIXED INCOME

Investors have suggested the eurozone crisis has not yet reached another critical stage, despite a €100bn bailout of Spanish banks failing to prevent the country's borrowing costs reaching record highs.

ABSOLUTE RETURNS

ABSOLUTE RETURNS

ON EMs

ON EUROPE