Europe ex UK

03DEC 2015

Economics

Schroders Quickview: Draghi adds more stimulus, but disappoints markets

As European equities sell off, investors should have paid more attention to the improving macro data.

NOVEMBER

25NOV 2015

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Watch: José Manuel Barroso and Peter Harrison on Europe's future

Could Europe ever truly challenge the US and China for economic hegemony? The former President of the European Commission José Manuel Barroso discussed the subject with Peter Harrison at our recent G25 Investment Leaders’ Summit.

24NOV 2015

Markets

Outlook 2016: 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.

16NOV 2015

Economics

Schroders Quickview: Eurozone growth softens

Latest official data show slower growth, but not enough to support additional monetary easing.

OCTOBER

22OCT 2015

Markets

Income investing in Europe: how our business cycle approach works

Fund manager James Sym gives an overview of his investment approach, which takes into account the business cycle backdrop and the equity income opportunities on offer.

13OCT 2015

Markets

EuroView: Quarterly Market Insight - Q3 2015

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.

09OCT 2015

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Schroders Investment Weather Forecast: Optimistic on European equities

Rory Bateman discusses the main drivers behind his bullish assessment on the outlook for European equities including benign monetary policy and improving earnings for European corporations.

SEPTEMBER

30SEP 2015

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60 seconds on four reasons to invest in European real estate

Duncan Owen puts forward the investment case for continental European real estate markets, which includes burgeoning growth in a number of key cities and higher income potential.

16SEP 2015

Markets

Europe v UK: How safe is your yield?

In the third part of our series looking at income, this infographic illustrates the main drivers of equity yield in the UK and Europe. Rising interest rates pose a threat to stockmarkets, so we ask what drives the yields of UK and European markets and assess the safety of these income streams.