Europe ex UK

Highlight

Equities

15OCT 2019

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.

Economic Views

12SEP 2019

2019

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.

25JUL 2019

Equities

European equities: which style has been in vogue this year?

European shares made a strong advance in the first half of 2019, but the gains were not evenly spread across the market.

03JUL 2019

Economic Views

Is Christine Lagarde a welcome ECB appointment for investors?

Christine Lagarde will succeed Mario Draghi as president of the European Central Bank, it has been revealed. We discuss what this might mean for markets and the economy.

02JUL 2019

Equities

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

JUNE

27JUN 2019

Watch/Listen

Where's the value in European equities?

60 second video: James Sym expects the value style to start outperforming growth later this year, and there is one unloved sector in particular he singles out.

MAY

15MAY 2019

Economic Views

Germany returns to growth

Domestic demand remains solid as the international outlook darkens.