Thought Leadership

Investment Horizons: Issue 3, 2015

We’re pleased to announce the publication of the latest edition of Investment Horizons, our regular look at vital themes relevant for institutional investors. In light of the many challenges they face, we have sought in this edition to view the investment horizon through a wider lens than usual

Insights

Pensions Newsletter - Spring 2015

At a time when funding is already under pressure, the general election has added a  new risk for many defined benefit pension schemes. Sterling has already been hit by fears that a hung parliament may create political uncertainty. Although the currency has since recovered, there are signs that volatility has spread to the equity market as investors’ fears grow that the election will give no clear winner.

Economics

22 May 2015

Schroders Quickview: End of the cycle for the US?

Economics

22 May 2015

Schroders Quickview: End of the cycle for the US?

Chief Economist Keith Wade looks at today’s US inflation release and notes that despite a negative headline inflation print, there are signs that inf…

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Markets

22 May 2015

Sector focus: Prospects are bright for European financials

Markets

22 May 2015

Sector focus: Prospects are bright for European financials

We put the spotlight on European financials and find that the current market environment remains very favourable, particularly for banks.

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Markets

21 May 2015

Schroders Live reveals European optimism

At the May 2015 Schroders Live event, the panellists struck an optimistic tone and found a number of reasons to be upbeat about both growth and equit…

Markets

21 May 2015

Multi-Asset Insights: Opportunities in emerging market debt?

The latest insight from our multi-asset team explores the prospects for emerging market debt with US interest rates expected to normalise.