Europe ex UK

Highlight

News releases

08MAR 2019

ECB’s rate rise delay is likely to hurt banks’ profitability

We now forecast the next interest rate rise will be in March 2020.

2018

DECEMBER

11DEC 2018

Insights

Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs

06DEC 2018

Insights

Outlook 2019: European equities

European equities may remain volatile in 2019 but this can open up opportunities for investors seeking out under-valued companies.

SEPTEMBER

28SEP 2018

Insights

Markets react negatively to Italy’s planned fiscal overshoot

Quickview: The planned fiscal expansion is far smaller than initially feared, suggesting an over-reaction in markets

2017

DECEMBER

13DEC 2017

Insights

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.

06DEC 2017

Insights

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

Insights

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

Insights

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.