Investment perspectives

Thought leadership

Talking Point - Municipals: Do natural hazards affect municipal credit?

Eric Friedland, Head of Municipal Research

May 15, 2012
With portions of many states and cities in the U.S. recently damaged by tornados, investors have questioned the impact that natural hazards have on municipal credit. This paper addresses the affect this can have on credit.
Talking Point - Rising fertility in Europe: a demographic shift or statistical blip?

Virginie Maisonneuve, Head of Global and International Equities / Katherine Davidson, Portfolio Manager, Global Demographic Opportunities

May 15, 2012
In this paper, we explore the drivers and implications of the recent uptick in fertility rates in Western Europe, assessing the potential for a "new demographic transition" in the developed world.
Talking Point: Growth beyond the financial crisis: assessing sustainability in a volatile world

Virginie Maisonneuve and Katherine Davidson

Apr 25, 2012
Talking Point: The golden constant

Jill Leyland - Economics Consultant

Apr 11, 2012

A summary of the recent presentation from Economics Consultant Jill Leyland at the latest Schroders Secular Market Forum.
Talking Point: Why Japan?

Taku Arai, Product Manager, Japanese Equities

Apr 03, 2012

Despite remaining the world’s third largest economy, Japan has been marginalized in the eyes of many investors on account of poor demographics, deflationary pressure and faster growth rates in emerging Asian economies. This situation was compounded by the Great Tohoku Earthquake in March 2011 and the subsequent nuclear disaster which it triggered. As Japan begins to emerge from an exceptionally difficult period, we update why we’re becoming more confident that the Japanese equity market could also be at a major turning point…
Talking Point: Indian equities: is it safe to get back in the market?

Manish Bhatia, Fund Manager for Indian equities

Mar 28, 2012

Manish Bhatia looks at how investors should position themselves for the next phase of India’s economic cycle and discusses whether the worst is now over for the country’s equities.
Quickview: China

Jim Rehlaender, Fund Manager, Global Property Securities

Mar 28, 2012

China’s economic development has become one of the most important focal points for investors throughout the world. Its recent efforts to deflate (but not explode) this rapidly growing nation’s housing ‘bubble’ has attracted global attention and anxiety.
Talking Point - The Fukushima crisis one year on: This debate has gone nuclear

Simon Webber and Giles Money

Mar 12, 2012
Talking Point - Global rebalancing: can the West grow out of the debt crisis?

Keith Wade, Chief Economist & Strategist / James Bilson, Economist

Mar 12, 2012
Talking Point - Japan earthquake: one year on

Shogo Maeda, Head of Japanese equities

Mar 07, 2012
Quickview: Risks remain after latest Greece bailout

Bob Jolly, Head of Global Macro, Fixed Income

Feb 23, 2012
Quickview: Second Greek bailout may not be enough

Azad Zangana, European Economist

Feb 23, 2012
Cutting debt and deficits

Keith Wade, Chief Economist & Strategist / James Bilson, Economist

Jan 24, 2012
Quickview: Central banks join forces

Azad Zangana - European Economist

Dec 05, 2011
Comments on the co-coordinated action recently taken by central banks.
Talking Point - Twelve angry (Congress) men

Ed Fitzpatrick, Fund Manager, US Fixed Income

Nov 18, 2011
Quickview: Where next for Italy and the euro?

Keith Wade, Chief Economist & Strategist

Nov 15, 2011
Quickview: Jefferson County Alabama files for bankruptcy

Eric Friedland, Head of Municipal Research

Nov 11, 2011
Quickview: eurozone crisis - serious recession forecast for 2012

Azad Zangana, European Economist

Nov 11, 2011
Talking Point: Harrisburg municipal bankruptcy will not be contagious

Eric Friedland, Head of Municipal Research

Oct 17, 2011
Quickview: Can Operation Twist kick start the US economy?

Ed Fitzpatrick

Sep 27, 2011
TalkingPoint: Debt dynamics

Alan Brown

Aug 15, 2011
Quickview: Fed rides to the rescue

Keith Wade

Aug 10, 2011
Quickview: Sovereign woes dominate both sides of the Atlantic

Aug 09, 2011
Quickview: stockmarket sell-off – investing through seven lean years

Aug 08, 2011
The case for blending equity styles

Justin Abercrombie

Feb 26, 2010

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