Europe ex UK

Highlight

Economics

14FEB 2019

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.

2019

JANUARY

15JAN 2019

Economics

What is the outlook for interest rates in 2019?

In focus: The Schroders Economics Team now forecasts just one interest rate rise this year in the US. We explore why and consider other likely monetary policy moves in major economies.

2018

DECEMBER

11DEC 2018

Economics

How the Brexit delay has moved markets – and what it means for the economy

As Theresa May meets European leaders seeking a better Brexit deal, the UK economy heads for a period of heightened uncertainty and stagflation.

11DEC 2018

Economics

Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs

06DEC 2018

Economics

Outlook 2019: European equities

European equities may remain volatile in 2019 but this can open up opportunities for investors seeking out under-valued companies.

NOVEMBER

19NOV 2018

Economics

How worried should we be about the slowdown in German manufacturing?

New emissions standards for cars have resulted in weaker production in an important part of the German economy.

OCTOBER

25OCT 2018

Economics

Market falls: cause for alarm or calm?

It’s been a torrid period for stock markets recently. We examine what’s been happening and find out why some investors think it could be a time of opportunity.

12OCT 2018

Economics

Bond vigilantes at the gates in Italy

Italy’s highly indebted government is a major concern for investors. Bond vigilantes are circling and they will ultimately decide whether Italy faces another debt crisis.