Europe ex UK

Highlight

Economics

31JUL 2019

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.

Economic and Strategy Viewpoint

31JUL 2019

2019

JULY

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.

02JUL 2019

Markets

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

JUNE

27JUN 2019

Watch/Listen

Where's the value in European equities?

60 second video: James Sym expects the value style to start outperforming growth later this year, and there is one unloved sector in particular he singles out.

MAY

31MAY 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - June 2019

This month we update our forecasts for a wobbly world economy, but see green shoots beginning to sprout in Europe.

15MAY 2019

Economics

Germany returns to growth

Domestic demand remains solid as the international outlook darkens.

APRIL

30APR 2019

Economics

Eurozone growth rebounds as temporary headwinds fade

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