Europe ex UK

MAY

22MAY 2018

Markets

Why the oil & gas sector is energising investors

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

08MAY 2018

Markets

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.

02MAY 2018

Economics

Is this the end of the eurozone recovery?

Quickview: Eurozone GDP growth slows, but adverse weather is probably to blame.

APRIL

19APR 2018

Markets

Our multi-asset views for April 2018

We break down our views on all the major asset classes, from equities to currencies, in one simple infographic.

10APR 2018

Markets

Ten years on from the financial crisis, how have European companies changed?

EuroView: While firms are more financially robust than a decade ago, a willingness to embrace social responsibility and adapt to technological change are other key measures of the outstanding companies of tomorrow.

MARCH

28MAR 2018

Markets

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

Markets

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.

05MAR 2018

Economics

Italian election yields a bitter stalemate

Quickview: Protest and populist parties make large gains, raising the risk of a possible debt crisis, but an Italian exit from the euro or EU remains low-risk.

FEBRUARY

15FEB 2018

Markets

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?