Europe ex UK

05APR 2016

Economics

Troika therapy: did it work?

Why a number of the countries that underwent the Troika bailout programme are now performing better than the others.

MARCH

16MAR 2016

Markets

Unravelling the bond market impact of the ECB’s latest policy measures

The bond market’s response to the European Central Bank’s (ECB) latest easing measures was immediate and broadly positive, but the implications for the real economy are harder to gauge.

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".

10MAR 2016

Economics

Schroders Quickview: Draghi fires bazooka, but we are still waiting for the cavalry

Mario Draghi succeeded in surprising markets with his latest salvo, but needs the support of governments and fiscal policy to win this fight.

FEBRUARY

10FEB 2016

Markets

European equities: Can value close the gap to growth in 2016?

At the recent Schroders Investment Conference in London, our panel of European equities fund managers debated the prospects for growth and value investing in 2016.

JANUARY

18JAN 2016

Markets

EuroView: Quarterly Market Insight - January 2016

Rory Bateman discusses key issues facing European equities in 2016, including corporate earnings, commodity prices and political uncertainty. The final weeks of 2015 proved difficult for markets as increasing concerns about global growth, geopolitics and the first Federal Reserve (Fed) hike in interest rates impacted confidence.

2015

DECEMBER

17DEC 2015

Markets

Outlook 2016: Business Cycle (Europe ex UK Equities)

We do not see a major turning point in the business cycle at this point, but the potential for inflation to return in Europe could see some currently out of favour areas of the market perform better in 2016.

16DEC 2015

Markets

Ready for lift off? How interest rate rises impact stockmarkets

Some investors believe that rising interest rates are bad for equity markets. These infographics, however, show that historically in the year following the initial lift-off for rates equity markets have, on average, performed robustly.

11DEC 2015

Markets

Outlook 2016: Business Cycle (Pan-European Equities)

Steve Cordell sees the business cycle remaining in the expansion phase in 2016 and discusses why economically-sensitive domestic consumer stocks should fare well in Europe.