Europe ex UK



05MAR 2018

Italian election yields a bitter stalemate

Quickview: Protest and populist parties make large gains, raising the risk of a possible debt crisis, but an Italian exit from the euro or EU remains low-risk.

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05FEB 2018


What has driven stockmarket returns and what will drive them in future?

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different


31JAN 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - February 2018

This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.

31JAN 2018


European tech stocks: no FANGs but plenty of bite

Europe may lack well-known tech giants but its industrial heritage, combined with emerging technologies, should mean it is well-placed for the next wave of innovation.

30JAN 2018


The eurozone economic boom continues

Quickview: How long can the European Central Bank maintain its extraordinarily loose monetary policy?

08JAN 2018

Global Market Perspective

Global Market Perspective Q1 2018

Themes for 2018, slowing global liquidity, the behaviour of inflation and a review of 2017 all feature in this quarter's economic and asset allocation views.

05JAN 2018


European stockmarkets in 2017 - nine charts that show the trends

We look back at the drivers of Europe’s stockmarket gains in 2017, including the ongoing economic recovery and diminishing political risk.

03JAN 2018


Call of the city - how investors can profit from urbanisation

Europe’s renewed urbanisation and accompanying infrastructure upgrades provide interesting opportunities for real estate investors.