Europe ex UK

  • Sector focus: Banks fall to attractive valuations after "interesting" start to 2016

    Sector focus: Banks fall to attractive valuations after "interesting" start to 2016NEW

    After a tough start to 2016, many European banks now look extremely attractively valued. However, investors must tread carefully as some banks still carry elevated risks.

  • Italian bank bailout is no magic bullet

    Italian bank bailout is no magic bullet

    Italy’s banking bailout has disappointed the market but we feel the sector can draw support from other factors such as economic recovery and potential consolidation.

  • Q&A: Where fund managers see market opportunities and risks

    Q&A: Where fund managers see market opportunities and risks

    Leading Schroders fund managers, covering a variety of asset classes and regions, share their insights on a difficult market environment.

  • Schroders Economic & Strategy Viewpoint - February 2016

    Schroders Economic & Strategy Viewpoint - February 2016

    In this month's Viewpoint:
    - Global update: Time to hit the panic button?
    - UK: Sterling slides as political risk comes into focus
    - Emerging markets: China concerns

  • EuroView: Quarterly Market Insight

    EuroView: Quarterly Market Insight

    Rory Bateman discusses key issues facing European equities in 2016, including corporate earnings, commodity prices and political uncertainty.

  • Sector focus: Luxury goods firms face up to new Hong Kong reality

    Sector focus: Luxury goods firms face up to new Hong Kong reality

    With Hong Kong losing its allure for Chinese tourists, what is the impact on luxury goods firms and how can they respond to changing travel preferences?

  • Schroders Economic & Strategy Viewpoint - January 2016

    Schroders Economic & Strategy Viewpoint - January 2016

    In this month's Viewpoint:
    - 2015 review: China and oil and the Fed, oh my!
    - Themes for 2016
    - Views at a glance

  • Outlook 2016: Business Cycle (Europe ex UK)

    Outlook 2016: Business Cycle (Europe ex UK)

    We do not see a major turning point in the business cycle at this point, but the potential for inflation to return in Europe could see some currently out of favour areas of the market perform better in 2016.

  • Outlook 2016: Business Cycle (Pan-European Equities)

    Outlook 2016: Business Cycle (Pan-European Equities)

    Steve Cordell sees the business cycle remaining in the expansion phase in 2016 and discusses why domestic consumer cyclical stocks should fare well in Europe.

  • Schroders Quickview: Draghi adds more stimulus, but disappoints markets

    Schroders Quickview: Draghi adds more stimulus, but disappoints markets

    As European equities sell off, investors should have paid more attention to the improving macro data.

    • Azad Zangana, Senior European Economist & Strategist
    • 3 Dec 2015