ECB

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Economic Views

04APR 2019

Is the ECB’s guidance to markets proving effective?

Delays in tightening monetary policy lead to comparisons with Japan as negative interest rates become the “new normal”.

2018

DECEMBER

11DEC 2018

Equities

Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs

JULY

26JUL 2018

Fixed Income

Euro corporate bonds: life after QE and rate hikes

We look at why investors shouldn't write off euro investment grade credit as the ECB considers tighter policy

JUNE

14JUN 2018

Economic Views

What next for Europe as ECB calls time on QE?

Interest rates are likely to remain on hold for another year, potentially causing tensions later in the year if inflation remains elevated.

01JUN 2018

Economic Views

Political upheaval in southern Europe poses greater risks for Italy than Spain

Spain’s Prime Minister Rajoy is ousted in a vote of no confidence, while populists take power in Italy.

MAY

02MAY 2018

Economic Views

Is this the end of the eurozone recovery?

Quickview: Eurozone GDP growth slows, but adverse weather is probably to blame.

MARCH

06MAR 2018

Economic Views

Why economic growth (and rates) could increase faster than expected

We’ve upgraded our predictions for how the major economies around the world will perform in the next two years. Here, we briefly explain why and summarise our predictions.

FEBRUARY

15FEB 2018

Equities

Where next for markets as Europe moves from recovery to expansion?

Can Europe’s economic momentum continue and how will tighter monetary policy affects investments?