Market views

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Economics

18JAN 2018

A year of President Trump: seven charts that reflect market reaction

It has been a year since Donald Trump’s presidential inauguration. We take a look at how financial markets have performed.

2017

DECEMBER

13DEC 2017

Economics

Outlook 2018: Another good year for investors?

We find a spirit of cautious optimism in our round-up of the market views from around Schroders.

08DEC 2017

Economics

Outlook 2018: Sustainability

Examining companies without considering the social and environmental backdrop that will define future leadership is becoming increasingly untenable.

05DEC 2017

Economics

Outlook 2018: Emerging markets debt relative

A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.

04DEC 2017

Economics

Outlook 2018: European equity income

As inflation returns investors will need a very different portfolio to the one that has served well over the past few years.

04DEC 2017

Economics

Outlook 2018: Japanese equities

The policy environment for Japanese companies looks favourable for the year ahead, although external risks remain.

04DEC 2017

Economics

Outlook 2018: European equities

We see scope for positive progress in 2018 as corporate profitability improves, inflation remains low and stock fundamentals become more important in driving share prices.

01DEC 2017

Economics

Outlook 2018: Multi-asset

We are focused on generating returns while the going is good, but also remain alert to any sign that the benign backdrop may be changing.