Schroders' Nick Kirrage, co-manager of the £1.1bn Income fund, looks beyond the headlines in troubled Europe and finds some surprises in the region's hard numbers.
Global asset allocation managers are reviewing their strategies as the valuation gap between US and European equities widens.
Mark Pignatelli, manager of the Smith & Williamson European Growth trust, has predicted European bank shares will rise 70% over the next two and a half years as the European economic cycle reaches its trough.
Small caps and European focused investment trusts topped the performance charts in the third quarter, while Japanese portfolios lagged, new data from Oriel Securities has revealed.
It has been a monumental ten years for equity and bond markets, with the euphoria of the first half matched by the despair seen on the faces of traders in the second half, after one of the worst financial meltdowns ever seen.
Invesco Perpetual's Stephanie Butcher has moved overweight Spain and added names from Ireland and Portugal to the European Equity Income fund, taking the view stocks are "too cheap" and investors are over-paying for core, defensive names.
Niall Gallagher, European equities manager at GAM, has found value in unloved peripheral European equities overlooked by risk-averse investors.
Investment Quorum's investment committee is looking to deploy cash piles into the markets on its model portfolios as it urges clients to "be brave" and embrace opportunities found in market volatility.
Aberdeen’s Whitley selects 11 stocks for dream team portfolio