Europe ex UK

  • Italian outlook brightens as reforms gain pace

    Italian outlook brightens as reforms gain pace

    After a long and painful recession, Italy has returned to growth and there are signs of a cyclical upturn in domestic demand.

    • Sam Twidale, Fund Manager, European Equities
    • 7 Apr 2014
  • What is the outlook for European equities at this stage of the business cycle?

    What is the outlook for European equities at this stage of the business cycle?

    The European equity market demonstrated its resilience in February, notching up gains despite the distractions of a change of prime minister in Italy, turmoil in Ukraine, and a largely underwhelming earnings season. There is ample scope for further share price gains to come as the eurozone recovery gains traction and corporate earnings are poised to show improvement.

  • Schroders Global Investment Trends Report 2014

    Schroders Global Investment Trends Report 2014

    Investors worldwide turn to equity markets for growth in 2014 with four-fifths planning to maintain or increase the amount they invest and save this year.

  • Schroders Quickview: Eurozone recovery builds as Italy rings changes

    Schroders Quickview: Eurozone recovery builds as Italy rings changes

    The eurozone registered a stronger pace of GDP growth in the fourth quarter of 2013, indicating that the nascent recovery is gaining traction.

  • Schroders Quickview: Europe's recovery solidifies

    Schroders Quickview: Europe's recovery solidifies

    GDP figures released this morning showed the eurozone recovery solidified at the end of 2013.

  • Outlook 2014: European corporate bonds

    Outlook 2014: European corporate bonds

    Alix Stewart previews the year ahead in European corporate bonds.

  • Outlook 2014: European equities

    Outlook 2014: European equities

    What’s in store for European equity markets in 2014?

  • The next phase for European equities

    The next phase for European equities

    We have seen strong performance from European equities over the summer, but would argue that there is more to come.

  • Schroders Quickview: Political uncertainty strikes Europe

    Schroders Quickview: Political uncertainty strikes Europe

    After a period of relative calm, political turmoil has once again reared its head in the eurozone.

  • Thought Leadership: The sovereign debt crisis – past, present and future

    Thought Leadership: The sovereign debt crisis – past, present and future

    Dombret recently spoke at a Schroders seminar on the European debt crisis, where he shared his insights into the structural reforms that are necessary to achieve an enduring and successful monetary union.