Europe ex UK

Highlight

Economics

12DEC 2019

Why investors may need to dig a little deeper in 2020

Summing up the outlook for 2020, Schroders’ CIO thinks that superficially, overall market valuations look uninteresting. But dig a little deeper and there may be reasons for active investors to be enthusiastic about 2020.

Economics

03DEC 2019

2019

OCTOBER

29OCT 2019

Economics

Will CO2 rules choke car industry profits?

Europe’s car industry needs to tackle the huge challenge posed by new emissions regulations. But for those who do, it’s a major opportunity.

15OCT 2019

Economics

How damaging are the latest interest rate cuts for European banks?

We take a look at how low or negative interest rates affect the banking sector and explain why some banks are worse hit than others.

SEPTEMBER

13SEP 2019

Economics

Why Europe is fertile hunting ground for income-seeking investors

In a world of low bond yields, many investors struggle to extract a decent income from their portfolios, but European shares could be a potentially attractive option.

JULY

25JUL 2019

Insights

Draghi readies bazooka, but will it fire blanks?

The European Central Bank has inched towards additional stimulus, but its boost is likely to be marginal at best.

25JUL 2019

Economics

European equities: which style has been in vogue this year?

European shares made a strong advance in the first half of 2019, but the gains were not evenly spread across the market.

03JUL 2019

Insights

Is Christine Lagarde a welcome ECB appointment for investors?

Christine Lagarde will succeed Mario Draghi as president of the European Central Bank, it has been revealed. We discuss what this might mean for markets and the economy.

02JUL 2019

Economics

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.