JPM's James Glover says dividend yields will play a more significant role in driving real total returns than they have over the past 25 years.
Neptune's Rob Burnett has moved from an underweight to a neutral position on banks for the first time since 2009 on his £1.12bn European Opportunities fund in the belief a solution to the Eurozone sovereign debt crisis is "imminent".
BlackRock's Alister Hibbert discusses what is next for European Equities and gives an update on the BLK European Dynamic Fund
Paul Carne has altered the European equity holdings in his £314m multi-manager Lifestyle range, cutting three managers including Cazenove's Chris Rice.
Cazenove's European fund has broken through £1bn on the back of record inflows of £440m year to date.
Monks Investment Trust manager Gerald Smith will take over as Baillie Gifford CIO from April 2011.
With European companies reporting significant earnings growth in 2010, Henderson's Richard Pease says these opportunities can no longer be ignored.