Europe ex UK

  • Three reasons why European earnings look set for strong recovery

    Three reasons why European earnings look set for strong recoveryNEW

    With the first quarter earnings season now underway in Europe, fund manager James Sym explains why he expects strong corporate earnings growth in the region this year.

    • James Sym, Fund Manager, European Equities
    • 28 Apr 2015
  • Schroders Investment Weather Forecast: Global equity outlook finely balanced

    Schroders Investment Weather Forecast: Global equity outlook finely balanced

    While a strong US recovery and falling oil prices are supportive of global equities, concerns in Europe and some emerging economies may weigh on sentiment.

  • Tailwinds are building for a European equity recovery

    Tailwinds are building for a European equity recovery

    European earnings look poised for recovery and economically-sensitive stocks should be the chief beneficiaries.

    • James Sym, Fund Manager, European Equities
    • 2 Mar 2015
  • Where next for euro government bonds?

    Where next for euro government bonds?

    Fixed income fund manager Tom Sartain examines what investors can expect from euro government bond markets after the ECB begins its expanded QE programme.

    • Thomas Sartain, Fund manager, European and Global Aggregate
    • 19 Feb 2015
  • Schroders Quickview: Germany and Spain lift eurozone growth

    Schroders Quickview: Germany and Spain lift eurozone growth

    Activity in the eurozone accelerated at the end of 2014 to boost hopes of an ongoing recovery in 2015.

    • Azad Zangana, Senior European Economist & Strategist
    • 13 Feb 2015
  • Watch: 60 seconds with Gareth Isaac

    Watch: 60 seconds with Gareth Isaac

    Gareth Isaac takes a minute to explain why he thinks that the global economy, led by the US, will improve in 2015.

  • Markets: where are we now?

    Markets: where are we now?

    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.

  • Open-ended QE to lift eurozone equities to fresh highs

    Open-ended QE to lift eurozone equities to fresh highs

    The European Central Bank's quantitative easing announcement is a significant move that has positive implications for eurozone equities.

  • Schroders Quickview: Where next for Greece after Syriza's election victory?

    Schroders Quickview: Where next for Greece after Syriza's election victory?

    The Greek backlash against austerity has swept Syriza to power, meaning the risk of “Grexit” has now returned. But what does this mean for investors and the wider eurozone?

    • Azad Zangana, Senior European Economist & Strategist
    • 26 Jan 2015
  • Schroders Quickview: QE to provide welcome eurozone boost

    Schroders Quickview: QE to provide welcome eurozone boost

    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.