Europe ex UK

  • 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.

  • 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.