Europe ex UK

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

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

    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.

  • Swiss volatility presents stockpicking opportunities

    Swiss volatility presents stockpicking opportunities

    Stefan Frischknecht explains what effect the appreciation of the Swiss franc has had on the equity market so far and how the team is seeking bottom-up opportunities to exploit the market volatility.

  • Schroders Quickview: Swiss franc volatility reinforces focus on fundamentals

    Schroders Quickview: Swiss franc volatility reinforces focus on fundamentals

    The Swiss National Bank's decision to abandon the currency peg has led to extreme volatility within European equities. Our response is to remain focused on the fundamentals.

  • Schroders Quickview: Energy price drop turns eurozone inflation negative

    Schroders Quickview: Energy price drop turns eurozone inflation negative

    The preliminary estimate for eurozone HICP inflation shows annual price inflation has fallen into negative territory for the first time since October 2009.

  • Outlook 2015: US Multi-Sector Fixed Income

    Outlook 2015: US Multi-Sector Fixed Income

    There will be significant focus on the Federal Reserve in 2015, but investors must ensure that this doesn't blind them to the opportunities across the fixed income market.

    • Andy Chorlton, Head of US Multi-Sector Fixed Income
    • 17 Dec 2014
  • Eurozone equities poised for re-rating

    Eurozone equities poised for re-rating

    The case for eurozone equities is growing stronger as sovereign QE now seems more likely and earnings improvements are on the horizon.

  • ECB: No sovereign QE for Christmas, but promises of a New Year's resolution

    ECB: No sovereign QE for Christmas, but promises of a New Year's resolution

    Markets appear disappointed by the lack of news from the ECB on QE. However, the tone remained dovish and open to additional stimulus.

  • Outlook 2015: Business cycle (European equities)

    Outlook 2015: Business cycle (European equities)

    Quantitative easing (QE) remains a possibility in Europe but Germany also needs to take steps to stimulate demand. In sector terms, banks and telecoms offer interesting opportunities.

  • Outlook 2015: European equities

    Outlook 2015: European equities

    Monetary policy remains loose in Europe but governments could do more to boost demand. Meanwhile, the weaker euro and stronger banking sector should help support European equities in the coming year.