UBS' Paul Fairbrother believes European banks could see their share prices double in the next few years as stocks recover from their depressed valuations.
Jupiter's head of European equities Alex Darwall has dismissed the sovereign debt crisis as a "micro" issue which will have little impact on the corporate sector.
Liontrust has begun marketing its forthcoming long-only credit fund, but has pushed back plans to launch it to the first quarter of 2011.
OBSR has handed its Rising Talent award to Jupiter's Cédric de Fonclare, manager of the European Special Situations fund.
Threadneedle has handed three European equity funds to other managers following the departure of portfolio manager Rob Jones.
HSBC has launched its GIF European Alpha Equity fund with its largest short exposure to the materials sector, including miners, which the manager thinks are overvalued.
Schroders' multi-asset managers have begun cautiously returning to European equities, using assets taken from the US.