Europe ex UK

  • Will eurozone tests spark wave of banking consolidation?

    Will eurozone tests spark wave of banking consolidation?

    The harsher the Asset Quality Review and Stress Test process and the greater the number of failures, the greater the probability that we see weaker banks being consumed by stronger rivals.

  • Time to broaden horizons in Europe

    Time to broaden horizons in Europe

    After strong performance from value shares, Martin Skanberg explains why now may be the time to return to higher quality and more defensive areas of the market.

  • Schroders Quickview: ECB acts to head off deflation risk

    Schroders Quickview: ECB acts to head off deflation risk

    European Central Bank (ECB) President Mario Draghi has announced interest rate cuts along with a whole host of non-conventional measures to head off the rising risk of deflation in the eurozone.

  • Schroders Quickview: ECB takes deposit rates into negative territory

    Schroders Quickview: ECB takes deposit rates into negative territory

    Schroders' Fixed Income team reacts as the ECB takes unprecedented action.

  • Watch: 60 seconds with Azad Zangana

    Watch: 60 seconds with Azad Zangana

    Azad gives his views on the European recovery story and outlines his expectations for the ECB meeting taking place today lunchtime.

  • Schroders Quickview: Low eurozone inflation increases pressure on ECB to act

    Schroders Quickview: Low eurozone inflation increases pressure on ECB to act

    Eurozone annual inflation has fallen to 0.5% in May, down from 0.7% the previous month.

  • Schroders Quickview: Reform laggards hold back eurozone growth

    Schroders Quickview: Reform laggards hold back eurozone growth

    First quarter eurozone GDP is estimated to have grown by 0.2% (quarter-on-quarter), matching quarterly growth at the end of 2013 but disappointing the City, where consensus expectations were for an acceleration to 0.4% growth.

  • Watch: Is Europe sleepwalking into deflation? - Azad Zangana speaks to CNBC

    Watch: Is Europe sleepwalking into deflation? - Azad Zangana speaks to CNBC

    Deflationary pressure is going to build in peripheral European countries, but Germany will see inflation rise.

  • 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.