Economics
15MAY 2019
Why I’m backing a consumer comeback in Europe
The outlook for Europe may be less gloomy than many investors think.
Europe ex UK
Highlight
2019
APRIL
04APR 2019
Economics
Is the ECB’s guidance to markets proving effective?
Delays in tightening monetary policy lead to comparisons with Japan as negative interest rates become the “new normal”.
MARCH
08MAR 2019
Economics
ECB’s rate rise delay is likely to hurt banks’ profitability
We now forecast the next interest rate rise will be in March 2020.
FEBRUARY
20FEB 2019
Economics
Are investors too pessimistic on European shares?
Some European markets seem priced for recession but economists still forecast growth for the region in 2019.
18FEB 2019
Economics
Infographic: A view of the world economy in February 2019
In this month's infographic we look at "unloved" European shares, the economic ties that bind China and Australia and update our emerging market view.
14FEB 2019
Economics
Germany and Japan avoid recession but weaker global trade bites
Domestic demand improved in both economies at the end of 2018 but trade concerns persist.
08FEB 2019
Economics
Five charts to gauge the environment for equities
Judging the end of the market cycle is difficult. Here, Schroders fund managers - including Nick Kirrage, Nick Kissack and Alex Breese - discuss charts that have caught their eye.
JANUARY
31JAN 2019
Economics
Eurozone growth fails to recover as Italy slips into recession
Snapshot: Leading indicators suggest further weakness to come, but European risk assets are already priced for recession.