Head of UK & European Equities
At the time of writing, the MSCI Europe equity index has delivered a total return of around 10% this year and we believe investors should see further gains in 2016 given the continued earnings recovery in Europe.
In the first article of a regular series, Rory Bateman discusses key issues facing European equities, including the Chinese slowdown, Europe's economic prospects and the VW emissions scandal.
Financial markets markets have suffered extreme bouts of volatility, but we continue to believe European equities offer almost ‘safe haven’ status in a world of increasing economic uncertainty.
The latest Schroders Live event, hosted by FT Associate Editor Wolfgang Munchau, saw Rory Bateman, Johanna Kyrklund, Gareth Isaac and Matthew Dobbs discuss the recent economic shock in China and the impact of slower growth on the global economy.
Schroders Quickview: Greece crisis to restrain European equities, but valuations should provide buffer
Volatility in markets is likely to continue for an extended period until the ramifications of a potential Greek exit from the euro are fully understood. QE and current valuations could provide some downside protection for European equities.
At our recent forum in Edinburgh, five leading Schroders fund managers and chief economist Keith Wade met to discuss the state of global markets and assess what lies ahead.
Unsurprisingly, the UK election result has been taken well by the UK equity market and in the short-term provides businesses with a stable political and legislative background in which to invest for the future.
As the European Central Bank joins the club by announcing its quantitative easing programme, Azad Zangana and Rory Bateman assess its potential economic and stockmarket impact.
The Swiss National Bank's decision to abandon its euro currency peg has led to extreme volatility within European equities. Our response is to remain focused on the fundamentals.
Monetary policy remains loose in Europe but governments could do more to boost demand. Meanwhile, the weaker euro and stronger banking sector should help support European equities in the coming year.