Europe ex UK

  • Sector focus: Prospects are bright for European financials

    Sector focus: Prospects are bright for European financialsNEW

    We put the spotlight on European financials and find that the current market environment remains very favourable, particularly for banks.

  • Schroders Live reveals European optimism

    Schroders Live reveals European optimismNEW

    At the May 2015 Schroders Live event, the panellists struck an optimistic tone and found a number of reasons to be upbeat about both growth and equities, especially in Europe.

    • Keith Wade, Chief Economist & Strategist
    • Simon Webber, Lead Portfolio Manager, Global and International Equities
    • 21 May 2015
  • Has the bear market in bonds arrived?

    Has the bear market in bonds arrived?

    Fixed income fund manager Gareth Isaac discusses whether the recent weakness in bond markets is a short-term setback, or the start of a sustained bear market for fixed income.

  • Schroders Quickview: Eurozone recovery gathers momentum

    Schroders Quickview: Eurozone recovery gathers momentum

    Although the eurozone economy remains fragile, today’s GDP data show it has enjoyed a good start to 2015.

  • Watch: Can a recovery in European earnings power further stock gains?

    Watch: Can a recovery in European earnings power further stock gains?

    James Sym reflects on the recent performance of European stocks, and whether a recovery in earnings will help boost returns.

    • James Sym, European Equities fund manager
    • 12 May 2015
  • How will China's shift in economic focus affect European capital goods companies?

    How will China's shift in economic focus affect European capital goods companies?

    Postcard from…. China: Following a recent visit, we reflect on the implications for European capital goods firms of China’s shift away from investment-led development.

  • How will China's shift in economic focus affect European capital goods companies?

    How will China's shift in economic focus affect European capital goods companies?

    Postcard from…. China: Following a recent visit, we reflect on the implications for European capital goods firms of China’s shift away from investment-led development.

  • Schroders Economic & Strategy Viewpoint - April 2015

    Schroders Economic & Strategy Viewpoint - April 2015

    In this month's Viewpoint:
    - Themes for 2015: Update.
    - Eurozone: Springing into recovery.
    - Emerging markets: Corporates at risk.
    - Views at a glance.

  • Three reasons why European earnings look set for strong recovery

    Three reasons why European earnings look set for strong recovery

    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.