Europe ex UK

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Economics

03JUL 2019

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.

Economics

15MAY 2019

2019

APRIL

30APR 2019

Economics

Eurozone growth rebounds as temporary headwinds fade

The latest GDP figures show that domestic demand has remained resilient.

04APR 2019

Economics

Is the ECB’s guidance to markets proving effective?

Delays in tightening monetary policy lead to comparisons with Japan as negative interest rates become the “new normal”.

MARCH

08MAR 2019

Economics

ECB’s rate rise delay is likely to hurt banks’ profitability

We now forecast the next interest rate rise will be in March 2020.

FEBRUARY

28FEB 2019

Economics

The Global Economy in Pictures - February 2019

In this month's infographic we look at "unloved" European shares, the economic ties that bind China and Australia and update our emerging market view.

20FEB 2019

Markets

Are investors too pessimistic on European shares?

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

14FEB 2019

Economics

Germany and Japan avoid recession but weaker global trade bites

Domestic demand improved in both economies at the end of 2018 but trade concerns persist.

08FEB 2019

Markets

Five charts to gauge the environment for equities

Judging the end of the market cycle is difficult. Here, Schroders fund managers - including Nick Kirrage, Nick Kissack and Alex Breese - discuss charts that have caught their eye.