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Equities: is the bull market under threat?
23/10/2014
Equity markets have experienced a setback recently and this has led many strategists to question the longer term case for the asset class. We remain positive on shares, however, and believe that equities can still generate an attractive premium for investors.
Internet connectivity to boost Chinese productivity
22/10/2014
The internet is driving big changes in the productive capacity of China's economy.
Schroders Quickview: China focuses on quality as growth slows
21/10/2014
Chinese GDP expanded 7.3% year on year in the third quarter, in line with our forecast but slower than the second quarter reading of 7.5%.
Schroders Quickview: Market setback provides opportunity
16/10/2014
There has been a substantial increase in volatility over recent weeks caused by a number of different factors which have significantly impacted investor sentiment. European equities have declined by almost 15% since mid-September and we would like to highlight this setback as a buying opportunity.
Schroders Global Market Perspective - Q4 2014
16/10/2014
Economic and asset allocation views covering Q4 2014