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Schroders Quickview: India and Brazil’s future growth reliant on reform
Latest GDP figures show the contrasting performance of Brazil and India, but both economies require reforms.
Outlook 2015: Global Property Securities
With growth in the global economy looking uncertain in 2015, property investment offers a number of compelling characteristics for a wide range of market environments.
Outlook 2015: Japanese equities
Strong corporate earnings growth and a weak yen should continue to provide support to Japanese equities in 2015.
Outlook 2015: Convertible bonds
The equity market is likely to be the main driver of convertibles in 2015, when diligent research will once again be crucial.
Outlook 2015: Asia ex-Japan equities
A focus on quality companies remains essential in Asia, with technological change a key theme for investing in Asia for the year ahead.