Europe ex UK

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Markets

12JUL 2018

An economic slowdown is approaching, but that's no cause for investor alarm

We’re approaching the end of the economic cycle, but markets are not stupid. Investors waiting for a significant collapse in the equity market because the economy is slowing may be in for a long wait.

Economics

06JUL 2018

2018

JUNE

14JUN 2018

Economics

What next for Europe as ECB calls time on QE?

Interest rates are likely to remain on hold for another year, potentially causing tensions later in the year if inflation remains elevated.

13JUN 2018

Markets

Active vs passive: how the debate stacks up in Europe ex UK equities

The argument over whether to use passive or active funds is often narrowly focused on the US. Here, we examine the evidence for Europe ex UK equities.

04JUN 2018

Markets

Why Italian politics matters for eurozone banks

Capital strength, margins and the prospects for banking union are among the many issues that may be affected by recent political developments.

01JUN 2018

Economics

Political upheaval in southern Europe poses greater risks for Italy than Spain

Spain’s Prime Minister Rajoy is ousted in a vote of no confidence, while populists take power in Italy.

MAY

22MAY 2018

Markets

Why the oil & gas sector is energising investors

The recent rise in oil prices is not the only reason why the sector looks attractive.

08MAY 2018

Markets

Why we expect a capex surge in Europe

Tightening capacity and recent underinvestment are among the factors pointing to a sustained increase in corporate spending.

02MAY 2018

Economics

Is this the end of the eurozone recovery?

Quickview: Eurozone GDP growth slows, but adverse weather is probably to blame.