Rory Bateman

Head of UK & European Equities

Highlight

Economics

04DEC 2017

Outlook 2018: European equities

We see scope for positive progress in 2018 as corporate profitability improves, inflation remains low and stock fundamentals become more important in driving share prices.

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2017

JANUARY

25JAN 2017

Economics

EuroView: Rotation, earnings recovery and a view from the US

Rory Bateman discusses key themes in European equities, including the rotation towards value, prospects for corporate earnings, and the investment implications of a Donald Trump presidency.

05JAN 2017

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60 seconds with Rory Bateman on equity drivers in 2017

Rory Bateman highlights three key themes likely to drive European equity performance in the year ahead.

2016

DECEMBER

01DEC 2016

Economics

Outlook 2017: European equities

2017 could be a volatile year for European equities but this can create significant investment opportunities, particularly as earnings look poised to improve.

NOVEMBER

09NOV 2016

Economics

Trump election victory: the view from our equities teams

Following Donald Trump’s presidential election triumph, we round up the responses of our equities desks.

OCTOBER

26OCT 2016

Economics

EuroView: Looking beyond the short-term risks

Rory Bateman discusses near-term risks facing European equity investors, and assesses the longer-term outlook for earnings and valuations.

JUNE

24JUN 2016

Brexit

Schroders Quickview: Risk-off sentiment prevails as the market reaction quickly prices in uncertainty

The UK’s vote to leave the EU has resulted in a significant pullback in markets but investors should not over react to today’s volatility. Non-domestically focused equities may prove the best way to navigate the market uncertainty.

2015

OCTOBER

12OCT 2015

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Investment Weather Forecast: optimistic on European equities

Rory Bateman discusses the main drivers behind his bullish assessment on the outlook for European equities including benign monetary policy and improving earnings for European corporations.