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.

03-08-2023
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

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Important information

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.

Authors

Duncan Lamont, CFA
Head of Strategic Research
See all articles

Topics

EquityLens
Equities
Alpha Equity
Market views
Global
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