Europe ex UK

02MAR 2015

Markets

Are tailwinds building for a European equity recovery?

Will a weaker euro, cheaper oil prices and falling funding costs boost attractively valued European equities? Schroders fund manager James Sym thinks so and sees economically sensitive stocks as the key beneficiaries.

FEBRUARY

20FEB 2015

Markets

Where next for euro government bonds?

Fixed income fund manager Tom Sartain examines what investors can expect from euro government bond markets after the ECB begins its expanded QE programme.

13FEB 2015

Economics

Schroders Quickview: Germany and Spain lift eurozone growth

Activity in the eurozone accelerated at the end of 2014 to boost hopes of an ongoing recovery in 2015

02FEB 2015

Markets

Markets: where are we now?

Fund managers from around Schroders exchanged views on the current state of various markets around the world at a recent panel discussion. Here, we round up their insights.

JANUARY

29JAN 2015

Markets

Open-ended QE to lift eurozone equities to fresh highs

The European Central Bank's quantitative easing announcement is a significant move that has positive implications for eurozone equities.

22JAN 2015

Economics

Schroders Quickview: QE to provide welcome eurozone boost

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.

16JAN 2015

Markets

Swiss volatility presents stockpicking opportunities

Stefan Frischknecht explains what effect the appreciation of the Swiss franc has had on the equity market so far and how the team is seeking bottom-up opportunities to exploit the market volatility.

16JAN 2015

Markets

Schroders Quickview: Swiss franc volatility reinforces focus on fundamentals

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.

07JAN 2015

Economics

Schroders Quickview: Energy price drop turns eurozone inflation negative

The preliminary estimate for eurozone HICP inflation shows annual price inflation has fallen into negative territory for the first time since October 2009.

2014

DECEMBER

10DEC 2014

Markets

Eurozone equities poised for re-rating

The case for eurozone equities is growing stronger as sovereign QE now seems more likely and earnings improvements are on the horizon.