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Articles tagged: Europe

The Week: Borisnomics: tax cuts and chlorinated chicken

Should we ever have been in any doubt, it is now absolutely clear that Boris Johnson is happy to take the UK out of the EU on 31 October, with or without a deal. If ‘no deal’ is the final option, can...

Adviser Hub 29th Aug 2019

HUB TV

Merian Global Investors | A unique approach to European equities

Ian Heslop, head of global equities, recently took over management of the Merian European Equity (ex UK) Fund. Here, he discusses why the unique stock selection process has been especially successful...

Merian Global Investors 25th Jul 2019

Partner Zone

FWB - Why European elections may not spell trouble for sterling

Looming European Parliament elections look like yet another catalyst on the list of events that could rock gilt and sterling markets. But are things as tumultuous as they seem?

Legal & General Investment Management 21st May 2019

Analysis & Opinion

“Hope dies last”

Having tried – and failed – to get her Brexit deal through the House of Commons three times, Prime Minister Theresa May was obliged to seek an extension to the Article 50 process. Brexit Day was postp...

Adviser Hub 17th Apr 2019

Analysis & Opinion

Brexit puzzle remains unsolved

The Brexit conundrum remained unsolved as March drew to a close, and the UK remained in the EU as Brexit Day was pushed out to 12 April. The yield on the FTSE 100 Index declined over March.

Adviser Hub 17th Apr 2019

Analysis & Opinion

Brexit uncertainties are unresolved

Following Parliament’s rejection of a no-deal Brexit, sterling surged against the US dollar to its highest level since June 2018 and against the euro to its highest level since April 2017.

Adviser Hub 17th Apr 2019

Analysis & Opinion

European slowdown drives demand for bonds

Fears of an economic slowdown in Europe rattled investors during March, and European government bond yields fell as investors sought perceived safe havens.

Adviser Hub 17th Apr 2019

Analysis & Opinion

The Week: Why do we still group funds by geography?

In a globalised age, why do we persist in grouping funds by geography?

Adviser Hub 11th Apr 2019

Analysis & Opinion

Active vs Passive

A new report from BMO Global Asset Management has issued a major challenge to the assumption that passive funds always outperform the average active manager.

Adviser Hub 28th Mar 2019

HUB TV

Schroders | The morning after the night before: New opportunities in european equity

James Sym, Fund Manager, provides an overview of challenges encountered by companies during earning season, especially with cyclicals, ESG explorations being made in the portfolio, and some innovators...

Schroders 20th Mar 2019

Analysis & Opinion

MPs vote to delay Brexit

Having rejected the possibility of leaving the EU without a deal, MPs voted by 402 to 202 in favour of requesting an extension to Article 50.

Adviser Hub 19th Mar 2019

Analysis & Opinion

Headwinds to European growth

Although European stock markets generally rallied in January after December’s sharp falls, investor sentiment was blunted by further signs of economic slowdown. European Central Bank President Mario D...

Adviser Hub 25th Feb 2019

Analysis & Opinion

The Week: Markets rebound; but why?

Markets re-found their footing this week with European stock markets hitting a three month high.

Adviser Hub 14th Feb 2019

Analysis & Opinion

Which Regions offer the Best Factor Returns

While factor return products are becoming more and more popular, investors may be interested if factor returns are higher in certain regions than others. This month, we investigate the size of factor...

Adviser Hub 12th Nov 2018

Analysis & Opinion

Italy’s spending plans raise eyebrows

September 2018 Having recovered slightly during September, share prices in Italy fell heavily at the end of September as Italy’s government raised eyebrows with a controversial budget. The go...

Adviser Hub 5th Oct 2018

Analysis & Opinion

Consumer confidence dips in Europe

August 2018 Share prices dipped across European markets at the end of August following the news that consumer confidence in the eurozone had posted a sharp drop. According the European Commission (...

Adviser Hub 5th Sep 2018

Analysis & Opinion

Video: Is the world economy slowing?

Global growth appears to be losing momentum in some regions, particularly in Asia and Europe. Keith Wade, Chief Economist & Strategist, examines the three factors that we believe to be driving the slo...

Schroders 22nd Aug 2018

Analysis & Opinion

No winners in a global trade war

July 2018 During July, President Donald Trump imposed US$34 billion in tariffs on Chinese goods, prompting China to respond with US$34 billion of levies on US imports. The US announced plans to imp...

Adviser Hub 14th Aug 2018

HUB TV

Schroders | Is the world economy slowing?

Schroders 13th Aug 2018

Analysis & Opinion

ECB unlikely to raise rates before summer 2019

June 2018 Although the eurozone’s rate of inflation has moved closer to target, the ECB does not expect to tighten interest rates until “at least through the summer of 2019”. Else...

Adviser Hub 13th Jul 2018

HUB TV

Investec | Geopolitical landscape

Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?

Investec Asset Management 13th Jul 2018

Analysis & Opinion

10-year Treasury bond yields breach 3%

April 2018 The ten-year US Treasury Bond yield rose above 3% for the first time since 2011 during April, stoked by mounting concerns over the outlook for inflation. The price of oil continued to cl...

Adviser Hub 22nd May 2018

Analysis & Opinion

Europe reacts to a possible trade war

March 2018 European markets were rattled during March over the prospect of a possible trade war with the US following President Donald Trump’s decision to impose a 25% levy on steel imports a...

Adviser Hub 17th Apr 2018

Analysis & Opinion

Post-Brexit future of Northern Ireland remains in doubt

February 2018 European share prices generally fell in February, undermined by speculation that major central banks may be poised to tighten monetary policy more quickly than previously anticipated....

Adviser Hub 14th Mar 2018

Analysis & Opinion

Brexit negotiations are cleared to move on

December 2017 The UK performed relatively strongly during December compared with many other major equity markets; over 2017 as a whole, however, the performance of the FTSE 100 Index was dwarfed by...

Adviser Hub 10th Jan 2018

Analysis & Opinion

Renewed aggression from North Korea

North Korea returned to the forefront of investors’ awareness in November following its decision to fire another ballistic missile towards Japan. The move was roundly condemned by world leaders....

Adviser Hub 5th Dec 2017

HUB TV

Schroders | 60 seconds with Duncan Owen on real estate's prospects in 2017

Duncan Owen looks at where the winning cities for real estate investors in Asia and Europe are likely to be.

Schroders 10th Feb 2017

HUB TV

Schroders | 60 seconds with Rory Bateman on equity drivers in 2017

Rory Bateman highlights three key themes likely to drive European equity performance in the year ahead.

Schroders 26th Jan 2017

HUB TV

Schroders | 60 seconds with Marcus Brookes on opportunities after Brexit sell-off

So the UK has voted to leave the EU today which was a bit of a shock to financial markets. We just spent the last week or so seeing a very nice rally in risk assets, particularly in Europe and the UK...

Schroders 24th Jun 2016

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