James Sym

Fund Manager, European Equities

Highlight

Economics

03DEC 2019

Outlook 2020: European equities

Stocks that are sensitive to the economic cycle may offer opportunities as investors start to focus on the recovery ahead.

Economics

06DEC 2018

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2018

MAY

22MAY 2018

Economics

Why the oil & gas sector is energising investors

The recent rise in oil prices is not the only reason why the sector looks attractive.

2017

DECEMBER

04DEC 2017

Economics

Outlook 2018: European equity income

As inflation returns investors will need a very different portfolio to the one that has served well over the past few years.

OCTOBER

06OCT 2017

Economics

Why high beer prices could give investors a hangover

Increased competition, high valuations and the return of inflation could spell trouble for food & drink stocks.

FEBRUARY

27FEB 2017

Economics

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.

2016

OCTOBER

18OCT 2016

Economics

Bank shares could be about to change from “dogs to darlings”

James Sym explains how the return of inflation, coupled with ultra-cheap valuations, could herald a significant change of fortune for Europe’s beleaguered banking sector.

MAY

20MAY 2016

Economics

Is now the time for value stocks in Europe?

Value stocks are unloved and underowned in Europe, but signs of a pick-up in inflation could see them reverse their underperformance.

2015

MAY

11MAY 2015

Watch/Listen

60 seconds with James Sym: Can a recovery in European earnings power further stock gains?

In this 60 second video Schroders European Equities fund manager James Sym reflects on the recent performance of European stocks, and whether a recovery in earnings will help boost returns.