Equities

09OCT 2017

Markets

Will it be smooth sailing for markets until the end of the year?

At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.

09OCT 2017

Markets

Why economic growth has been a mirage for emerging market investors

The link between emerging market companies' earnings and GDP growth is tenuous. We explain why investors are better off focusing on fundamental analysis of individual companies.

06OCT 2017

Global Market Perspective

Global Market Perspective Q4 2017

Small caps, global liquidity, and seven-year returns are among the topics in the spotlight in the latest economic and asset allocation views covering Q4 2017.

04OCT 2017

Markets

Is the emerging markets revival sustainable?

In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.

03OCT 2017

Markets

Investing is a marathon, not a sprint — even during revolutions

Huw van Steenis discusses three of the big themes for investors at Schroders' recent Madrid event: coping with tech disruption, the end of QE and populism.

SEPTEMBER

27SEP 2017

Markets

Five charts that explain the rise of China's technology giants

Baidu, Alibaba and Tencent have rewarded investors’ faith in them. But how have they come to dominate the online economy in China?

26SEP 2017

Markets

The case for active asset management

The debate on whether to use passive or actively-managed funds can sometimes be one-sided. Our research suggests investors should keep an open mind.

26SEP 2017

Thought Leadership

The case for active asset management

The debate on whether to use passive or actively-managed funds can sometimes be one-sided. Our research suggests investors should keep an open mind.

25SEP 2017

Markets

With the German election over, it’s time to focus on Europe’s growth opportunities

With Angela Merkel set for a fourth term as Chancellor, we think the market’s focus should return to Europe’s strengthening economy.