European sovereign debt does not compensate investors adequately for the risk they are taking, says Axa Investment Managers' chief investment officer Chris Iggo.
Fund managers are buying into southern Europe as macro-economic instability creates opportunities, amid fears Greek contagion could push economies in the region into recession.
Baring Europe Select Trust manager Williams foresees increased interest in low-valued European companies
Portugal's credit rating has been downgraded by the Fitch agency on concerns over its debt levels.
This week's panel discusses European equities and the impact of the Greek tragedy
Global listed property securities provided good returns for investors in 2009 and markets rallied as the global economy responded to government stimulus measures.
Augustus Asset Managers' funds are to invest more heavily in convertible bonds as it feels the equity risk premium is now higher than the premium it can earn on vanilla bonds.