european equities

Many of the headwinds faced by Europe over the past year are now starting to fade, says Invesco Perpetual's Stephanie Butcher.

Investors have punished stocks with even small exposure to Russia, while disregarding political risk closer to home, argues NewSmith's Jean Maigrot. He explains which sectors investors ought to be long and short.

The companies using Portugal’s bleak outlook to their advantage

Wealth managers are adding to Europe following the market correction of the last few weeks, despite concerns remaining about the threat of deflation in the region.

Software, chemicals and industrial suppliers are among the under-appreciated European stocks that can survive the worst of the slowdown, explains Swiss & Global's Can Elbi.

Markets across Europe have rallied this morning following confirmation the European Central Bank (ECB) has started buying covered bonds.

Marlborough's European manager David Walton highlights the niche German companies which can buck the growth slowdown in Europe - as well as the mid-caps that could speed ahead.

Michael Clements and Claire Manson are to take over management of the Oyster range of European equity funds after being hired by Swiss group Syz & Co.

Threadneedle's Frederic Jeanmaire is to take over management of the group's Pan European Focus fund as lead manager Dan Ison steps back to become deputy.

EUROPE