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Τελευταία νέα από τη Schroders

Τελευταία νέα από τη Schroders

Monthly markets review - February 2015

Market Views, Schroders

04/03/2015

An overview of markets in February 2015, when equities were boosted by a recovery in oil prices and receding worries over Greece.

Schroders Quickview: India’s central bank condones Modi’s budget

Craig Botham, Emerging Markets Economist

04/03/2015

In a surprise move, the Reserve Bank of India (RBI) cut the repurchasing rate by 25 basis points to 7.5% this morning, in an off-cycle meeting, the second time it has taken such action this year.

Schroders Quickview: The paradox of Chinese rate cuts

Craig Botham, Emerging Markets Economist

03/03/2015

It is hard to see the latest rate cuts in China as especially positive for growth.

Schroders Quickview: No big bang budget in India

Craig Botham, Emerging Markets Economist

02/03/2015

India’s Union Budget, announced on 28th February, broadly delivered what markets were looking for, but will have disappointed some expectations.

Internet kills the video star?

James Gautrey, Portfolio Manager, Global Sector Specialist - Technology

02/03/2015

Television is changing and internet giants like Google and Facebook are poised to prosper as a result. James Gautrey examines the opportunity this presents.

Tailwinds are building for a European equity recovery

James Sym, Fund Manager, European Equities

02/03/2015

European earnings look poised for recovery and economically-sensitive stocks should be the chief beneficiaries.

Schroders Economic & Strategy Viewpoint - February 2015

Keith Wade, Chief Economist & Strategist

27/02/2015

In this month's Viewpoint:
- Forecast update: Global tilt toward advanced economies
- European forecast update: Upgrades all round
- EM forecast update: Oil on troubled waters or fuel for the fire?
- Views at a glance

The equity leadership transition

Simon Webber, Lead Portfolio Manager, Global and International Equities

26/02/2015

As we enter the seventh year of the US bull market, we have likely reached a tipping point where international equities will begin to generate superior returns to US equities.

Watch: Keith Wade on the emerging market outlook

Keith Wade, Chief Economist & Strategist

26/02/2015

China, which faces a number of structural headwinds, remains crucial to the outlook for emerging markets overall, according to Keith Wade.

Watch: Keith Wade on the outlook for the UK

Keith Wade, Chief Economist & Strategist

24/02/2015

Keith Wade discusses the twin headwinds for the UK economy which make it unlikely the Bank of England will raise interest rates before November at the earliest.