Europe ex UK



11DEC 2018

How the Brexit delay has moved markets – and what it means for the economy

As Theresa May meets European leaders seeking a better Brexit deal, the UK economy heads for a period of heightened uncertainty and stagflation.


06DEC 2018



19NOV 2018


How worried should we be about the slowdown in German manufacturing?

New emissions standards for cars have resulted in weaker production in an important part of the German economy.


25OCT 2018


Market falls: cause for alarm or calm?

It’s been a torrid period for stock markets recently. We examine what’s been happening and find out why some investors think it could be a time of opportunity.

03OCT 2018


Can European equities play catch-up in Q4?

Returns from European equities have lagged the US so far in 2018 but we see signs this could change as we head towards year-end.


28SEP 2018

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - October 2018

The trade war between the US and China has escalated, and we expect the dispute to drag out. We assess the impact for the global economy.

28SEP 2018


Markets react negatively to Italy’s planned fiscal overshoot

Quickview: The planned fiscal expansion is far smaller than initially feared, suggesting an over-reaction in markets


31AUG 2018


Summer wrap: the macro and markets news you might have missed

With no sign of a summer lull this year, here’s a brief summary of the key events from July and August that matter to investors.

30AUG 2018


Europe's banks: cause for concern or cause for buying?

Our investment experts consider the prospects for Europe’s banks as the sector faces challenges including ongoing low interest rates and Italian political uncertainty.