Europe ex UK
Macron’s reform agenda should be positive for economic growth in France. As political risk falls, investors can now turn their focus to the corporate earnings recovery.
How would a Macron presidency in France affect equities, the ECB, Brexit negotiations, and more? At our latest Schroders Live event Keith Wade and Martin Skanberg discussed some of the big issues facing Europe and its markets right now.
It’s not too late to get on board the value rally, according to a panel of Schroders fund managers, and a renewed focus on investment styles is here to stay.
Political regime change, both realised and potential, could lead to some real obstacles for trade and economic progress in the US, Europe and the UK.
While markets heave a sigh of relief at Geert Wilders' defeat in the Dutch election, political uncertainty persists as attention shifts to France. But we see bright prospects for equities as the economic backdrop improves.