European equities

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Economics

22MAY 2018

Why the oil & gas sector is energising investors

The recent rise in oil prices is not the only reason why the sector looks attractive.

2018

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.

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.