Europe ex UK

MAY

31MAY 2016

Economic and Strategy Viewpoint

June 2016

In this month's Viewpoint we present our forecast updates, including a discussion on rising political risks and signs that 2017 may see an improvement for emerging markets.

25MAY 2016

Markets

Case study: Alexanderplatz and Ostkreuz, Berlin

Berlin was recently rated the number one investment market by ULI and PWC. Schroders anticipated this trend three years ago, and secured a number of mis-priced investment opportunities across the capital. Sascha Harms, Head of Real Estate Investment Germany, opens the doors to two such assets.

25MAY 2016

Markets

Case study: Paris Rive Gauche, Paris

Paris is the largest, most liquid, and most transparent investment market for real estate investors in Europe. Thomas Guyot, Head of Real Estate Investment France, walks through a 23,000sqm asset located in Paris Rive Gauche. The JV was structured when the project was largely de-risked, and is the best performing asset in the portfolio today.

25MAY 2016

Watch/Listen

Case study: Alexanderplatz and Ostkreuz, Berlin

Berlin was recently rated the number one investment market by ULI and PWC. Schroders anticipated this trend three years ago, and secured a number of mis-priced investment opportunities across the capital. Sascha Harms, Head of Real Estate Investment Germany, opens the doors to two such assets.

25MAY 2016

Watch/Listen

Case study: Paris Rive Gauche, Paris

Paris is the largest, most liquid, and most transparent investment market for real estate investors in Europe. Thomas Guyot, Head of Real Estate Investment France, walks through a 23,000sqm asset located in Paris Rive Gauche. The JV was structured when the project was largely de-risked, and is the best performing asset in the portfolio today.

20MAY 2016

Markets

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.

11MAY 2016

Markets

Is the world economy turning Japanese?

We examine the vulnerability of economies such as the US, Europe and China to “Japanese disease” and discuss how authorities could potentially avoid deflation.

APRIL

29APR 2016

Economics

Schroders Quickview: French activity rebounds to lift eurozone GDP growth

Eurozone GDP growth surprises to the upside although inflation remains illusive.

22APR 2016

Markets

EuroView: Quarterly Market Insight - Q1 review and Brexit implications

Who would be the winners and losers from Brexit? Rory Bateman’s quarterly look at European equity markets includes analysis of the implications of the UK’s EU referendum.

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.