Europe ex UK

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Economic and Strategy Viewpoint

31MAY 2019

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.

Economics

15MAY 2019

2019

APRIL

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.

08MAR 2019

Investment Trusts

How to invest in Europe’s winning cities

Jeff O’Dwyer, manager of the Schroder European Real Estate Investment Trust, explains why Berlin, Hamburg, Frankfurt, Stuttgart and Paris are “winning cities”.

FEBRUARY

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.

18FEB 2019

Economics

Infographic: A view of the world economy in 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.

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.