How managers are overcoming Europe's core challenges

Delegates at Investment Week's European Breakfast Briefing last month heard from a number of fund managers discussing the region's prospects.

Neil Dwane Neil Dwane and Thorsten Winkelmann, CIO Europe; MD/senior portfolio manager European Equities, Allianz GI Are the seemingly supportive European macro backdrop and corresponding earnings upgrades justified or merely another false dawn? Thorsten Winkelmann ND: Yes, the economic data from Europe this year has been better than many expected for several reasons. Firstly, investors were probably too cautious on Europe, unlike the US where expectations proved to be too optimistic. Secondly, growing fears over Greece did not affect sentiment elsewhere as ECB action in the fo...