Overhaul of Baillie Gifford European Growth Trust continues
Flight to quality must be nuanced
Assessing the growing popularity of meat-free alternatives
No single internal structure suits all businesses
Consumer goods and tech companies get support
Held since launch
Positions in European consumer staples have outperformed in run up to the European Central Bank's quantitative easing programme, as investors look to mimic the highs of US and UK equity markets, according to Polar Capital's Nick Davis.
Schroders' Virginie Maisonneuve has been focusing on the consumer sector within her global equity funds as a play on the US economic recovery.
Cazenove's European fund manager, Chris Rice, said there has been an effective "arms race" among investors to buy into defensive companies such as Nestlé amid the recent sell-off.
The Conjecture panel discusses debt, contagion, and the outlook for European markets