Europe ex UK

Highlight

Alternatives

06DEC 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".

Equities

03DEC 2019

Alternatives

18NOV 2019

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.