Europe ex UK

Highlight

Equities

03DEC 2019

Outlook 2020: European equities

Stocks that are sensitive to the economic cycle may offer opportunities as investors start to focus on the recovery ahead.

Alternatives

18NOV 2019

Economic Views

31OCT 2019

2019

OCTOBER

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.

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.