Europe ex UK

APRIL

25APR 2017

Economics

What a Macron victory would mean for Europe’s economy and equities

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.

25APR 2017

Economics

The case for ending negative rates early

Reversing negative interest rates would correct a policy mistake.

24APR 2017

Economics

Investors buoyed as Macron edges Le Pen in French election

Emmanuel Macron’s small lead ahead of the presidential run-off makes him favourite to become France’s next President.

04APR 2017

Economics

Value investment rally: has the ship sailed?

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.

MARCH

16MAR 2017

Economics

Investor relief at Dutch election blow to populists

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.

15MAR 2017

Economics

An emerging market toolkit is essential for investors in the West

Economic nationalism has led to a boom in political risk analysis.

13MAR 2017

Economics

Where next for the value rally in Europe?

Late 2016 saw the market rotate towards value but opportunities now look more balanced.

03MAR 2017

Economics

TalkingEconomics: World economic recovery faces inflation headwind

In the monthly summary of our views on the global economy we highlight the growing threat inflation poses.

FEBRUARY

27FEB 2017

Economics

Which sectors could benefit as inflation heats up?

Banks were the initial beneficiaries as inflation began to re-emerge but other sectors also offer attractive opportunities.

JANUARY

25JAN 2017

Economics

EuroView: Rotation, earnings recovery and a view from the US

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.