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17OCT 2017

60 seconds on the most attractive sectors in the UK

Alex Breese explains why financials and commodities are among the sectors that look attractive for UK equity investors.

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2017

OCTOBER

13OCT 2017

Markets

Is high turnover inconsistent with being a long-term investor?

High portfolio turnover is not necessarily a bad thing; it’s important to take a pragmatic approach.

10OCT 2017

Markets

Electric shock - finding the winners and losers of the electric revolution

Every revolution has casualties, and the electrification of the car industry will be no different. We look at the opportunities and pitfalls opening up for investors.

09OCT 2017

Markets

Will it be smooth sailing for markets until the end of the year?

At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.

09OCT 2017

Markets

Why economic growth has been a mirage for emerging market investors

The link between emerging market companies' earnings and GDP growth is tenuous. We explain why investors are better off focusing on fundamental analysis of individual companies.

06OCT 2017

Global Market Perspective

Global Market Perspective Q4 2017

Small caps, global liquidity, and seven-year returns are among the topics in the spotlight in the latest economic and asset allocation views covering Q4 2017.

04OCT 2017

Markets

Is the emerging markets revival sustainable?

In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.