Economics
23MAY 2018
Why has eurozone trade slowed?
We look at where trade has fallen and what this means for growth.
Europe ex UK
Highlight
2018
MAY
08MAY 2018
Economics
Why we expect a capex surge in Europe
Tightening capacity and recent underinvestment are among the factors pointing to a sustained increase in corporate spending.
02MAY 2018
Economics
Is this the end of the eurozone recovery?
Quickview: Eurozone GDP growth slows, but adverse weather is probably to blame.
MARCH
28MAR 2018
Economics
Harnessing the information revolution
Modern fund managers are faced with a flood of data that can be analysed in ways unheard of 30 years ago. If they want to stay ahead of the game, they need to channel this deluge and harness its power to generate alpha in new ways.
21MAR 2018
Economics
Why a stronger euro is no barrier to European profit growth
The improved pricing environment in Europe is one of several factors that can offset the headwind from a stronger currency.
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05MAR 2018
Economics
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.
FEBRUARY
15FEB 2018
Economics
Where next for markets as Europe moves from recovery to expansion?
Can Europe’s economic momentum continue and how will tighter monetary policy affects investments?
07FEB 2018
Economics
Rising global cities: ones to watch in 2018
We highlight investible cities around the world that have the potential to rise up the ranks of the Schroders Global Cities index in 2018