Europe ex UK

  • Outlook 2015: US Multi-Sector Fixed Income

    Outlook 2015: US Multi-Sector Fixed Income

    There will be significant focus on the Federal Reserve in 2015, but investors must ensure that this doesn't blind them to the opportunities across the fixed income market.

    • Andy Chorlton, Head of US Multi-Sector Fixed Income
    • 17 Dec 2014
  • Eurozone equities poised for re-rating

    Eurozone equities poised for re-rating

    The case for eurozone equities is growing stronger as sovereign QE now seems more likely and earnings improvements are on the horizon.

  • ECB: No sovereign QE for Christmas, but promises of a New Year's resolution

    ECB: No sovereign QE for Christmas, but promises of a New Year's resolution

    Markets appear disappointed by the lack of news from the ECB on QE. However, the tone remained dovish and open to additional stimulus.

  • Outlook 2015: Business cycle (European equities)

    Outlook 2015: Business cycle (European equities)

    Quantitative easing (QE) remains a possibility in Europe but Germany also needs to take steps to stimulate demand. In sector terms, banks and telecoms offer interesting opportunities.

  • 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.