Europe ex UK
How would a Macron presidency in France affect equities, the ECB, Brexit negotiations, and more? At our latest Schroders Live event Keith Wade and Martin Skanberg discussed some of the big issues facing Europe and its markets right now.
It’s not too late to get on board the value rally, according to a panel of Schroders fund managers, and a renewed focus on investment styles is here to stay.
While markets heave a sigh of relief at Geert Wilders' defeat in the Dutch election, political uncertainty persists as attention shifts to France. But we see bright prospects for equities as the economic backdrop improves.
Rory Bateman discusses key themes in European equities, including the rotation towards value, prospects for corporate earnings, and the investment implications of a Donald Trump presidency.