Europe ex UK

  • Schroders Economic and Strategy Viewpoint - June 2015

    Schroders Economic and Strategy Viewpoint - June 2015NEW

    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

  • Schroders Quickview: Greece faces the abyss

    Schroders Quickview: Greece faces the abyssNEW

    The Greek crisis has now reached its crescendo. If the referendum this weekend returns a vote to accept the bailout and remain in the eurozone, then the country can start to recover. However, if it rejects the offer and effectively decides to leave, then it will be the beginning of a very painful era in Greece’s history.

    • Azad Zangana, Senior European Economist & Strategist
    • 29 Jun 2015
  • Schroders Quickview: Greece crisis to restrain European equities, but valuations should provide buffer

    Schroders Quickview: Greece crisis to restrain European equities, but valuations should provide bufferNEW

    Volatility in markets is likely to continue for an extended period until the ramifications of a potential Greek exit from the euro are fully understood. QE and current valuations could provide some downside protection for European equities.

  • With bond yields soaring, should investors take flight?

    With bond yields soaring, should investors take flight?

    Fixed Income Fund Manager, Gareth Isaac, discusses the recent bond market volatility and its implications for investors over the longer term.

  • European equities: Return of volatility could provide an entry point

    European equities: Return of volatility could provide an entry point

    The recent reversal of bond and currency market trends has seen European equities come under pressure. We continue to see a variety of other factors that can offer support to share prices.

  • Watch: Three reasons for optimism about European credit in 2015

    Watch: Three reasons for optimism about European credit in 2015

    In the latest 60 second video,  European and UK fixed income manager Mike Scott reveals the three factors behind his optimistic outlook for European credit for the remainder of 2015.

    • Mike Scott, European and UK fixed income manager
    • 4 Jun 2015
  • How much should markets fear a Greek default?

    How much should markets fear a Greek default?

    The spectre of a Greek default continues to concern investors, but how much would a Greek default really disrupt markets?

  • Schroders Quickview: Eurozone inflation returns

    Schroders Quickview: Eurozone inflation returns

    The eurozone’s flash estimate for the harmonised consumer price index (HICP) showed an annual increase of 0.3% in May – the first increase since November 2014, backing up our view that deflation is not a major concern for the region.

    • Azad Zangana, Senior European Economist & Strategist
    • 2 Jun 2015
  • Schroders Economic and Strategy Viewpoint - May 2015

    Schroders Economic and Strategy Viewpoint - May 2015

    In this month's Viewpoint:
    - Global update: growth downgraded but inflation pressure builds.
    - European forecasts on track
    - Emerging markets: bother in the BRICs
    - Views at a glance

  • Markets: What’s in store for the rest of 2015 and beyond?

    Markets: What’s in store for the rest of 2015 and beyond?

    At our recent forum in Edinburgh, five leading Schroders fund managers and chief economist Keith Wade met to discuss the state of global markets and assess what lies ahead.