Marlborough

More domestically-focused

Moderate growth benefits region

IA interim CEO from October 2015 to September 2016

Technology service launched

Unattractive sector recently

Juliet Schooling Latter's fund picks

Despite political upheavals, the current environment of low growth and low interest rates should be broadly positive for equities in Europe.

The Brexit vote, slowing global growth and unprecedented policy measures by central bankers mean there is significant uncertainty about what the future holds at a macroeconomic level - and there is good reason for investors to remain vigilant.

David Walton, manager of the Marlborough European Multi-Cap fund, explains why the long-term commitment of a company's CEO can provide an important buy signal for investors.

Small and mid-cap companies looking attractive