08APR 2016

Global Market Perspective

Q2 2016

Economic and asset allocation views covering Q2 2016. This includes our global growth update, 30-year return forecasts, and our research note assessing the risk of a US recession.

06APR 2016


Panic over, but what's next for markets?

Having recovered their composure after a tumultuous start to 2016, investors are now looking for a new catalyst, but what will it be and where next for markets?

06APR 2016


Quarterly markets review - Q1 2016

An overview of markets in Q1 2016, when emerging market equities outperformed their developed counterparts, supported by hopes of political change in Brazil.


01APR 2016

Economic and Strategy Viewpoint

April 2016

In this month's Viewpoint out top economists analyse the global economy and ask whether the panic is over, and what's next? They consider Brexit risks and whether now is the right time to buy emerging markets.

31MAR 2016


Sector focus: How energy storage could be a game changer for utilities

We assess the potential for energy storage with lithium-ion batteries and discuss where investors are likely to find good opportunities.

30MAR 2016


Asia’s ageing population drives demand for dividends

With the US Federal Reserve now in gradual hiking mode, are dividend-yielding strategies still beneficial? The demographic trends in Asia, as well as globally, suggest they are.

04MAR 2016


Monthly markets review - February 2016

A look back at markets in February 2016 when global equities registered negative returns and Japanese stocks underperformed.

03MAR 2016


What does the oil price fall mean for income investors?

As banks begin to signal the threat to their balance sheets of bad loans to the energy sector, we look at whether the fall in the oil price could also place dividends from the “big six” oil firms at risk.


23FEB 2016


Is a shortage of dollar funding behind recent stockmarket weakness?

New regulations have seen banks and money market funds change their cash management processes. Is this contributing to a squeeze in dollar-denominated funding?

22FEB 2016


Schroders Quickview: Brexit concerns hit sterling

Sterling has fallen sharply today against major currencies as global investors woke up to the risk of Brexit.