Europe ex UK

Highlight

Markets

15OCT 2019

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.

2019

SEPTEMBER

13SEP 2019

Markets

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.

12SEP 2019

Economics

Draghi's goodbye gift: QE until 2026?

At Mario Draghi’s final policy meeting, the gloomy European Central Bank lowered interest rates and restarted QE without limits.

JULY

31JUL 2019

Economics

Slowing eurozone needs fiscal boost

A sluggish outlook and low inflation suggest the European Central Bank is inching towards further stimulus, which we don’t think will be enough.

31JUL 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - August 2019

This month our economists look at why fiscal policy is back in vogue, what's behind weak US inflation and why weak sterling isn't helping the UK.

25JUL 2019

Economics

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

Markets

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

Economics

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.