Europe ex UK

30JAN 2018

Economics

The eurozone economic boom continues

Quickview: How long can the European Central Bank maintain its extraordinarily loose monetary policy?

05JAN 2018

Economics

European stockmarkets in 2017 - nine charts that show the trends

We look back at the drivers of Europe’s stockmarket gains in 2017, including the ongoing economic recovery and diminishing political risk.

03JAN 2018

Economics

Call of the city - how investors can profit from urbanisation

Europe’s renewed urbanisation and accompanying infrastructure upgrades provide interesting opportunities for real estate investors.

2017

DECEMBER

15DEC 2017

Economics

What does record-high German business confidence mean for stocks?

We look at what the Ifo index tells us about German business sentiment and the prospects for equities.

13DEC 2017

Economics

Outlook 2018: Another good year for investors?

We find a spirit of cautious optimism in our round-up of the market views from around Schroders.

13DEC 2017

Economics

Outlook 2018: European commercial real estate

As demand for commercial real estate in Europe changes shape, we look at the sectors and cities best suited to adapt.

06DEC 2017

Economics

Outlook 2018: European corporate bonds

We expect episodes of volatility during 2018, which should provide opportunities to buy good corporate bonds relatively cheaply.

04DEC 2017

Economics

Outlook 2018: European equity income

As inflation returns investors will need a very different portfolio to the one that has served well over the past few years.

04DEC 2017

Economics

Outlook 2018: European equities

We see scope for positive progress in 2018 as corporate profitability improves, inflation remains low and stock fundamentals become more important in driving share prices.

01DEC 2017

Economics

Outlook 2018: Global economy

In the first part of our series of articles assessing the outlook for next year, Keith Wade discusses whether the Goldilocks combination of strong growth and low inflation can continue in 2018.