Europe ex UK

Highlight

Economic Views

04APR 2019

Is the ECB’s guidance to markets proving effective?

Delays in tightening monetary policy lead to comparisons with Japan as negative interest rates become the “new normal”.

Market Views: Equities

20FEB 2019

2019

FEBRUARY

14FEB 2019

Economic Views

Germany and Japan avoid recession but weaker global trade bites

Domestic demand improved in both economies at the end of 2018 but trade concerns persist.

08FEB 2019

Market Views: Equities

Five charts to gauge the environment for equities

Judging the end of the market cycle is difficult. Here, Schroders fund managers - including Nick Kirrage, Nick Kissack and Alex Breese - discuss charts that have caught their eye.

JANUARY

31JAN 2019

Economic Views

Eurozone growth fails to recover as Italy slips into recession

Snapshot: Leading indicators suggest further weakness to come, but European risk assets are already priced for recession.

15JAN 2019

Economic Views

What is the outlook for interest rates in 2019?

In focus: The Schroders Economics Team now forecasts just one interest rate rise this year in the US. We explore why and consider other likely monetary policy moves in major economies.

2018

DECEMBER

11DEC 2018

Economic Views

How the Brexit delay has moved markets – and what it means for the economy

As Theresa May meets European leaders seeking a better Brexit deal, the UK economy heads for a period of heightened uncertainty and stagflation.

11DEC 2018

Market Views: Equities

Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs

06DEC 2018

Market Views: Equities

Outlook 2019: European equities

European equities may remain volatile in 2019 but this can open up opportunities for investors seeking out under-valued companies.