Equities
03DEC 2019
Outlook 2020: European commercial real estate
Parts of European commercial real estate look challenged in 2020, but opportunities can still be found, especially in "winning cities".
Europe ex UK
Highlight
2019
OCTOBER
31OCT 2019
Economic Views
Eurozone economy defies pessimists
Latest GDP data shows that France has helped the eurozone economy outperform the more pessimistic consensus forecasts. Whether Germany is in recession remains to be seen.
29OCT 2019
Equities
Will CO2 rules choke car industry profits?
Europe’s car industry needs to tackle the huge challenge posed by new emissions regulations. But for those who do, it’s a major opportunity.
15OCT 2019
Equities
How damaging are the latest interest rate cuts for European banks?
We take a look at how low or negative interest rates affect the banking sector and explain why some banks are worse hit than others.
SEPTEMBER
13SEP 2019
Equities
Why Europe is fertile hunting ground for income-seeking investors
In a world of low bond yields, many investors struggle to extract a decent income from their portfolios, but European shares could be a potentially attractive option.
12SEP 2019
Economic Views
Draghi's goodbye gift: QE until 2026?
At Mario Draghi’s final policy meeting, the gloomy European Central Bank lowered interest rates and restarted QE without limits.
JULY
31JUL 2019
Economic Views
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.
25JUL 2019
Economic Views
Draghi readies bazooka, but will it fire blanks?
The European Central Bank has inched towards additional stimulus, but its boost is likely to be marginal at best.