Europe ex UK

  • Outlook 2015: European equities

    Outlook 2015: European equities

    Monetary policy remains loose in Europe but governments could do more to boost demand. Meanwhile, the weaker euro and stronger banking sector should help support European equities in the coming year.

  • Schroders Quickview: Eurozone growth remains sluggish

    Schroders Quickview: Eurozone growth remains sluggish

    The eurozone economy grew by 0.2% in the third quarter compared to the previous quarter, which was slightly better than consensus expectations of 0.1%. Compared to the same period a year earlier, the eurozone grew by 0.8%.

  • Watch: 60 seconds with Keith Wade on the outlook for the eurozone

    Watch: 60 seconds with Keith Wade on the outlook for the eurozone

    Keith Wade explains why he is not as pessimistic on the eurozone as some, and looks at why Mario Draghi is keeping some weapons in his arsenal.

    • Keith Wade, Chief Economist & Strategist
    • 4 Nov 2014
  • The Asset Quality Review and stress test: where to next?

    The Asset Quality Review and stress test: where to next?

    Justin Bisseker looks at the results of the tests and some of the more subtle conclusions he expects the equity market to focus on.

  • Schroders Quickview: Market setback provides opportunity

    Schroders Quickview: Market setback provides opportunity

    There has been a substantial increase in volatility over recent weeks caused by a number of different factors which have significantly impacted investor sentiment. European equities have declined by almost 15% since mid-September and we would like to highlight this setback as a buying opportunity.

  • Schroders Quickview: Draghi disappoints

    Schroders Quickview: Draghi disappoints

    European Central Bank (ECB) President Mario Draghi confirmed that the ECB will buy covered bonds from mid-October and asset backed securities (ABS) from the fourth quarter of this year.

  • What will drive eurozone earnings growth?

    What will drive eurozone earnings growth?

    Macroeconomic news from the eurozone disappointed over the summer, but the region can count on plenty of other potential drivers of earnings growth.

  • Schroders Quickview: ECB adds stimulus, but markets want more

    Schroders Quickview: ECB adds stimulus, but markets want more

    The European Central Bank (ECB) has cut interest rates further in an attempt to boost domestic demand and reduce the risk of deflation in the euro area.

  • Is an improving backdrop for European banks on the horizon?

    Is an improving backdrop for European banks on the horizon?

    The autumn calendar is shaping up to be an eventful one for Europe's banks, and the impact should be beneficial for the sector and the broader economy.

  • Schroders Quickview: Stagnant eurozone likely to bounce back

    Schroders Quickview: Stagnant eurozone likely to bounce back

    Official estimates show the eurozone stagnated in the second quarter of the year following poor performance in core Europe, disappointing City expectations.