Europe ex UK

05JAN 2017

Watch/Listen

60 seconds with Rory Bateman on equity drivers in 2017

Rory Bateman highlights three key themes likely to drive European equity performance in the year ahead.

2016

DECEMBER

16DEC 2016

Economics

Outlook 2017: European commercial real estate

Individual cities, rather than countries, should be the focus for commercial real estate investing in 2017.

05DEC 2016

Economics

TalkingEconomics: Europe forecast update - higher inflation to dampen growth

We have revised our eurozone growth expectations down slightly for 2017 but raised our forecast for 2018.

OCTOBER

26OCT 2016

Economics

EuroView: Looking beyond the short-term risks

Rory Bateman discusses near-term risks facing European equity investors, and assesses the longer-term outlook for earnings and valuations.

18OCT 2016

Economics

Bank shares could be about to change from “dogs to darlings”

James Sym explains how the return of inflation, coupled with ultra-cheap valuations, could herald a significant change of fortune for Europe’s beleaguered banking sector.

11OCT 2016

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60 seconds with Keith Wade on political risk in 2017

Keith Wade looks at some of the economic implications of a Donald Trump victory.

SEPTEMBER

09SEP 2016

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60 seconds with Keith Wade on cutting his global growth forecast

Keith Wade explains why the economics team has trimmed its forecast for global growth this year.

MAY

20MAY 2016

Economics

Is now the time for value stocks in Europe?

Value stocks are unloved and underowned in Europe, but signs of a pick-up in inflation could see them reverse their underperformance.

APRIL

14APR 2016

Brexit

The risks of Brexit

As the UK prepares to decide whether or not to continue its membership of the European Union, investors globally are considering the risks and opportunities should the UK decide to leave.

MARCH

15MAR 2016

Brexit

The Brexit Debate: In or out?

At our first Secular Market Forum of 2016 former Chancellor of the Exchequer Lord Lawson locked horns with columnist Hugo Dixon over the arguments for and against one of the biggest issues facing Europe this year: "Brexit".