Equities

23NOV 2016

Markets

How will Trump’s presidency affect Asian trade?

Beyond the near-term noise, we don’t think we are going to see a transformational upheaval in trade in Asia.

18NOV 2016

Markets

One week on: how the market changed its tune on Trump

These five charts illustrate how the market’s attitude has softened towards Donald Trump’s win, but how long will it last?

18NOV 2016

Markets

Postcard from... the Philippines: assessing the Duterte effect

We visited the Philippines to meet with companies and look at how the darling of the Asian growth story is holding up after the election of its president dubbed “Duterte Harry”.

09NOV 2016

Markets

Trump election victory: the view from our equities teams

Following Donald Trump’s presidential election triumph, we round up the responses of our equities desks.

09NOV 2016

Markets

How the market reacted to the US election: Four essential charts explained

Following Donald Trump’s victory in the US presidential election we look at the performance of gold, US healthcare stocks, the dollar and the volatility index to gauge the market’s reaction.

08NOV 2016

Markets

How the US stockmarket performs after heavy one day falls

The S&P 500’s biggest falls have been followed by annual returns that average 14.9% over five years, Schroders analysis shows

08NOV 2016

Watch/Listen

60 seconds with Andy Brough on UK mid-caps' enduring appeal

Earnings and dividend growth, combined with the high level of takeover activity, mean UK mid-caps have not lost their appeal after the Brexit vote, says Andy Brough.

07NOV 2016

Markets

How the US election is moving markets: four essential charts explained

As the race for the White House intensifies we look at the performance of gold, US healthcare stocks, the dollar and the volatility index to see who the market is backing for US president.

03NOV 2016

Markets

Are presidential elections good for US and global stockmarkets?

How have stockmarkets performed in previous election years? Our analysis points to weaker gains during the race for the White House.

OCTOBER

26OCT 2016

Markets

EuroView: Looking beyond the short-term risks

Rory Bateman discusses near-term risks facing European equity investors, and assesses the longer-term outlook for earnings and valuations.