Europe ex UK

Highlight

Economics

23MAR 2017

Political pressures risk economic fissures

Political regime change, both realised and potential, could lead to some real obstacles for trade and economic progress in the US, Europe and the UK.

2017

MARCH

13MAR 2017

Markets

Where next for the value rally in Europe?

Late 2016 saw the market rotate towards value but opportunities now look more balanced.

08MAR 2017

Economics

30-year asset class returns forecast: 2017 update

The Schroders Economics Group provides its annual update of its 30-year return forecasts for a range of asset classes. Equities remain the asset class offering the greatest potential for returns.

03MAR 2017

Economics

TalkingEconomics: World economic recovery faces inflation headwind

In the monthly summary of our views on the global economy we highlight the growing threat inflation poses.

FEBRUARY

27FEB 2017

Markets

Which sectors could benefit as inflation heats up?

Banks were the initial beneficiaries as inflation began to re-emerge but other sectors also offer attractive opportunities.

JANUARY

31JAN 2017

Economics

Eurozone data show continued improvement

Growth, inflation and unemployment all heading in the right direction.

25JAN 2017

Markets

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

Watch/Listen

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.