IN FOCUS6-8 min read

Schroders Equity Lens March 2023: your go-to guide to global equity markets

Our latest analysis highlights the charts and data that matter to global equity investors.

08/03/2023
Lens on beach

Authors

Duncan Lamont, CFA
Head of Strategic Research
See all articles

What’s been driving stock prices? Are they currently expensive or cheap? And which regions and sectors are poised to do well next?

These are some of the questions we aim to answer in our quarterly publication – the Schroders Equity Lens, a compilation of key trends in global equities illustrated through thought-provoking charts.

Click here to download your March copy.

Summary

  • Profit margins are falling as companies struggle to pass on higher costs (see slide 5 and chart below)
  • Consensus expectations are for negligible/negative earnings growth this year (slide 6)
  • US equities are still the most expensive but that gap is narrowing (slide 7)

Chart of the month

Chart of profit margins by region

Authors

Duncan Lamont, CFA
Head of Strategic Research
See all articles

Topics

EquityLens
Equities
Alpha Equity
Market views
Global
Contact Schroders
Follow us

Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested

This marketing material is for professional clients or advisers only. This site is not suitable for retail clients.

Issued by Schroder Unit Trusts Limited, 1 London Wall Place, London EC2Y 5AU. Registered Number 4191730 England.

Schroder Unit Trusts Limited is an authorised corporate director, authorised unit trust manager and an ISA plan manager, and is authorised and regulated by the Financial Conduct Authority.

On 17 September 2018 our remaining dual priced funds converted to single pricing and a list of the funds affected can be found in our Changes to Funds. To view historic dual prices from the launch date to 14 September 2018 click on Historic prices.

© Copyright 2023 Schroders plc