Fund managers give their assessment of the real strength of the financials sector after a turbulent few months.
The past four years has seen analysts forecasting double digit earnings growth for Europe then gradually revising these expectations to zero (or negative) each year.
Property fund is most commonly held vehicle
Japanese redemption offset flows into convertibles
Recognise boutiques and passive investing
Managers stand firm as panic-selling continues
Polar Capital has added a second European Income fund to its range due to investor demand for a product that excludes UK stocks.
Where is the 'Achilles' heel' for the challengers?