Martin Skanberg

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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

DECEMBER

06DEC 2018

Insights

Outlook 2019: European equities

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

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.

MARCH

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.

2017

DECEMBER

15DEC 2017

Economics

What does record-high German business confidence mean for stocks?

We look at what the Ifo index tells us about German business sentiment and the prospects for equities.

AUGUST

24AUG 2017

Economics

Why invest in restructuring opportunities?

Equity investors often look for restructuring opportunities. We look at what this means and how such opportunities fit into a portfolio.

JULY

24JUL 2017

Economics

Why is producer price inflation so important for eurozone companies?

With prices rising again in the eurozone, we look at what this means for company profits.

APRIL

25APR 2017

Economics

What a Macron victory would mean for Europe’s economy and equities

How would a Macron presidency in France affect equities, the ECB, Brexit negotiations, and more? At our latest Schroders Live event Keith Wade and Martin Skanberg discussed some of the big issues facing Europe and its markets right now.