Europe ex UK
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.
Fixed income fund manager Tom Sartain examines what investors can expect from euro government bond markets after the ECB begins its expanded QE programme.
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.
The European Central Bank's quantitative easing announcement is a significant move that has positive implications for eurozone equities.
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.
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.
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.
The preliminary estimate for eurozone HICP inflation shows annual price inflation has fallen into negative territory for the first time since October 2009.