Watch: 60 seconds with Martin Skanberg on European equities' appeal

Martin Skanberg explores why the outlook for European equities is bright.


Martin Skanberg

Martin Skanberg

Fund Manager, European Equities

In summary:

  • We believe eurozone shares look attractive as we move into 2016 based on three key drivers: stable GDP growth, low company valuations and improving corporate profits.
  • Rising business confidence and strong consumer support should see the eurozone economy continue its steady recovery.
  • European companies had a good earnings season and we believe this should accelerate for the remainder of the year.
  • While global confidence can at times be fragile, we believe that eurozone equities offer the compelling combination of euro area economic recovery with improving earnings for some of the world’s leading companies.

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.