ECB

JUNE

02JUN 2017

Economic Views

TalkingEconomics: European forecast update - from strength to strength

The eurozone continues to outperform expectations, although UK growth has slowed as expected.

MAY

31MAY 2017

Economic Views

Disappointing eurozone inflation highlights downside risks

We continue to think the ECB will prolong quantitative easing.

APRIL

25APR 2017

Economic Views

The case for ending negative rates early

Reversing negative interest rates would correct a policy mistake.

03APR 2017

Economic Views

TalkingEconomics: Is populism good for markets?

In this monthly summary of our views on the global economy, we discuss the impact of populist policies on markets, political risk in France and the recent upswing in global trade.

2016

DECEMBER

05DEC 2016

Economic Views

TalkingEconomics: Europe forecast update - higher inflation to dampen growth

We have revised our eurozone growth expectations down slightly for 2017 but raised our forecast for 2018.

05DEC 2016

Economic Views

Renzi's resignation will hurt Italy's long-term outlook

Referendum defeat leaves Renzi no choice but to resign and increases pressure on the ECB to maintain stimulus.

NOVEMBER

25NOV 2016

Equities

Where are the post-Brexit opportunities in Europe?

Schroders experts discuss the outlook for Europe and their best investment ideas for 2017.

03NOV 2016

Economic Views

TalkingEconomics: Europe - could higher inflation curtail central banks' stimuli?

After years of deflationary dynamics, energy inflation is set to lift European and UK inflation significantly over the next few months. However, the energy effects will only be temporary and will have a deflationary impact in the medium term.

SEPTEMBER

28SEP 2016

Multi-Asset

Schroders Live: Brexit, US elections and central banks in focus

At our Schroders Live event on 28 September, Senior European Economist & Strategist Azad Zangana and Multi-Asset fund manager Remi Olu-Pitan, discussed the major themes in markets with Manus Cranny, Bloomberg’s European Markets Editor

MARCH

16MAR 2016

Fixed Income

Unravelling the bond market impact of the ECB’s latest policy measures

The bond market’s response to the European Central Bank’s (ECB) latest easing measures was immediate and broadly positive, but the implications for the real economy are harder to gauge.