european equities

Fears that Europe's more radical protest parties would be the ones to lead the region's recovery are no more, following the Greek prime minister's resignation last month, says Tim Stevenson, manager of Henderson EuroTrust.

Stephen Macklow-Smith, manager of the JPMorgan European investment trust, analyses the sector winners and losers following the end of Europe's earnings season.

James Budden, director at Baillie Gifford, says, managers need to start labelling performance over short periods as just noise, rather than allowing it to feed into portfolio constructions

SVM's Hugh Cuthbert, co-manager of the All Europe SRI fund, has said the investment case for traditional utilities companies has come to a permanent end.

Miton has hired former JO Hambro Capital Management manager Carlos Moreno to lead a new European equities strategy for the firm.

Lazard has hired former Henderson manager Léopold Arminjon to run a new European equities strategy.

The FTSE 100 has fallen to a five-month low in early trading as investors continue to worry about the resolution of latest Greek debt talks.

F&C's European equities manager Mark Nichols is leaving his role to join Columbia Threadneedle Investments as portfolio manager in its European equities team.

Even if Greece finally leaves the single currency, the financial shock will be both manageable and short-lived as European equities have already started their QE powered rebound, says Paul Wild, manager of the JOHCM Continental European fund

While the auto sector has been declining for a number of years, car suppliers are beginning to benefit from global consolidation, says Nicolas Walewski, manager of Alken Asset Management's European Opportunities and Absolute Return Europe funds