European equities

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Economics

20FEB 2019

Are investors too pessimistic on European shares?

Some European markets seem priced for recession but economists still forecast growth for the region in 2019.

Economics

06DEC 2018

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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.

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.

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?

05FEB 2018

Economics

What has driven stockmarket returns and what will drive them in future?

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different

JANUARY

31JAN 2018

Economics

European tech stocks: no FANGs but plenty of bite

Europe may lack well-known tech giants but its industrial heritage, combined with emerging technologies, should mean it is well-placed for the next wave of innovation.

2017

DECEMBER

04DEC 2017

Economics

Outlook 2018: European equities

We see scope for positive progress in 2018 as corporate profitability improves, inflation remains low and stock fundamentals become more important in driving share prices.