Europe ex UK

  • 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.

  • Schroders Quickview: Impact of Russia’s sanctions on Western food imports

    Schroders Quickview: Impact of Russia’s sanctions on Western food imports

    Russia has imposed a ‘full embargo’ on a range of food imports from Western economies, which have imposed sanctions over Russia’s alleged involvement in Ukraine.

  • Schroders Quickview: Italy in triple-dip recession

    Schroders Quickview: Italy in triple-dip recession

    Early official estimates show that Italy has slipped back into recession for the third time since 2007. The economy contracted by 0.2% in the second quarter having contracted by 0.1% in the first.

  • 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.