Europe ex UK

  • Schroders Quickview: What is driving current stockmarket volatility?

    Schroders Quickview: What is driving current stockmarket volatility?

    Equity markets are experiencing turbulence but the authorities have tools available to calm markets.

    • Sue Noffke, Head of Prime UK Equity Team
    • 24 Aug 2015
  • European equities: Ongoing economic recovery favours domestically-focused firms

    European equities: Ongoing economic recovery favours domestically-focused firms

    Eurozone equities have had a volatile summer but the region’s economy continues to recover and improvements in corporate earnings should drive further share price advances.

  • Schroders Economic and Strategy Viewpoint - August 2015

    Schroders Economic and Strategy Viewpoint - August 2015

    In this month's Viewpoint:
    - Global update: Strong dollar and cheap oil favour advanced over emerging.
    - European forecast update: stuck in second gear.
    - EM forecast update.

  • Schroders Quickview: Eurozone growth disappoints but remains steady

    Schroders Quickview: Eurozone growth disappoints but remains steady

    Although economic growth in the eurozone slowed in the second quarter, we continue to expect an acceleration in the second half of the year as ongoing oil price weakness boosts households’ spending power.

    • Azad Zangana, Senior European Economist & Strategist
    • 14 Aug 2015
  • Schroders Quickview: How will China's devaluation impact eurozone equities?

    Schroders Quickview: How will China's devaluation impact eurozone equities?

    China’s central bank has taken steps to devalue the renminbi. The initial direct impact on eurozone equities is fairly limited but certain sectors and companies have more pronounced exposure.

  • Schroders Economic and Strategy Viewpoint - July 2015

    Schroders Economic and Strategy Viewpoint - July 2015

    In this month's Viewpoint:
    - Global: Storm clouds lift
    - Eurozone: Political risk shifts to Iberia
    - China's equity boom and bust
    - View at a glance

  • Seeking income: Exploring Europe's dividend culture

    Seeking income: Exploring Europe's dividend culture

    With investors increasingly turning their attention to income-generating equities, we explore some features of income investing in Europe as well as current opportunities.

    • James Sym, Fund Manager, European Equities
    • 23 Jul 2015
  • Schroders Quickview: Greece to receive pay-as-you-go bailout

    Schroders Quickview: Greece to receive pay-as-you-go bailout

    A road map to a long-term bailout deal has been agreed, but not without Greece making major concessions.

    • Azad Zangana, Senior European Economist & Strategist
    • 13 Jul 2015
  • Schroders Quickview: Greece votes “no” and enters limbo

    Schroders Quickview: Greece votes “no” and enters limbo

    The Greek referendum over the weekend returned a resounding “no” to Europe’s bailout offer. With 61.3% voting ‘no’, Prime Minister Tsipras has arguably increased his support compared to the 36% won in the last legislative election. In our view, the referendum result dramatically increases the risk of Grexit to around 75% due to the large number of obstacles that stand in the way of a new bailout.

    • Azad Zangana, Senior European Economist & Strategist
    • 6 Jul 2015
  • Schroders Economic and Strategy Viewpoint - June 2015

    Schroders Economic and Strategy Viewpoint - June 2015

    In this month's Viewpoint:
    - The square root recovery
    - UK: Labour shortages risk higher inflation
    - The prophesies of Delphi: would Grexit topple EM?
    - Views at a glance