Europe ex UK

08MAY 2018

Economics

Why we expect a capex surge in Europe

Tightening capacity and recent underinvestment are among the factors pointing to a sustained increase in corporate spending.

02MAY 2018

Economics

Is this the end of the eurozone recovery?

Quickview: Eurozone GDP growth slows, but adverse weather is probably to blame.

MARCH

28MAR 2018

Economics

Harnessing the information revolution

Modern fund managers are faced with a flood of data that can be analysed in ways unheard of 30 years ago. If they want to stay ahead of the game, they need to channel this deluge and harness its power to generate alpha in new ways.

21MAR 2018

Economics

Why a stronger euro is no barrier to European profit growth

The improved pricing environment in Europe is one of several factors that can offset the headwind from a stronger currency.

05MAR 2018

Economics

Italian election yields a bitter stalemate

Quickview: Protest and populist parties make large gains, raising the risk of a possible debt crisis, but an Italian exit from the euro or EU remains low-risk.

FEBRUARY

15FEB 2018

Economics

Where next for markets as Europe moves from recovery to expansion?

Can Europe’s economic momentum continue and how will tighter monetary policy affects investments?

07FEB 2018

Economics

Rising global cities: ones to watch in 2018

We highlight investible cities around the world that have the potential to rise up the ranks of the Schroders Global Cities index in 2018

05FEB 2018

Economics

What has driven stockmarket returns and what will drive them in future?

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different

02FEB 2018

Economics

TalkingEconomics: Duelling in Davos

This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.

JANUARY

31JAN 2018

Economics

European tech stocks: no FANGs but plenty of bite

Europe may lack well-known tech giants but its industrial heritage, combined with emerging technologies, should mean it is well-placed for the next wave of innovation.