The balance of European economic data still positive

This week's panel debates the experience of investors in the European equities sector

In the second part of Investment Week’s debate which took place on 10 December 2009, the panel discusses the experience of investors in the European equities sector. S&P analyst Peter Fuller, Nick Williams head of the Pan European small- and mid-cap equities team at Baring Asset Management and Mark Page head of European Equities at LV= Asset Management answer the questions. Within the core European countries, industrial orders fell in October which was unexpected, is this cause for concern? Mark Page (MP): We think that number is probably a one-off. It is a cause for concern but has it...