The Bank of Japan recently joined a handful of central banks by cutting interest rates into negative territory. Are the unintended consequences of these moves contributing to weakness in financial stocks?
After another turbulent week in global markets, Rory Bateman and Nicholette MacDonald-Brown point out that the recent selloff could represent a buying opportunity for long-term investors.
At the recent Schroders Investment Conference in London, our panel of European equities fund managers debated the prospects for growth and value investing in 2016.
An overview of markets in January 2016 when worries over growth in China and the US, as well as volatile oil prices, put significant pressure on global equities.
Leading Schroders fund managers, covering a variety of asset classes and regions, share their insights on a difficult market environment.
Economic and Strategy Viewpoint
In this month's viewpoint our economists discuss whether it is time to hit the panic button, the sterling's slide as political risk comes into focus and China concerns impacting emerging markets.
In the first Schroders Live event of 2016, Bloomberg’s European Markets Editor Mannus Cranny quizzed Keith Wade and Johanna Kyrklund on the most pressing issues facing markets right now. These included matters such as China, the oil price, rate hikes and currency wars.
In the first article of a new series, David Docherty and Rory Bateman consider some of the key issues facing UK equities in 2016 including China, commodity prices, monetary policy, political concerns and M&A activity.
Despite recent market events, not that much has actually changed in China. It’s more a case of the “chickens coming home to roost” as policy mistakes and major policy contradictions come to a head. Elsewhere in Asia, it could be an opportunity to pick up equity bargains.
Rory Bateman discusses key issues facing European equities in 2016, including corporate earnings, commodity prices and political uncertainty. The final weeks of 2015 proved difficult for markets as increasing concerns about global growth, geopolitics and the first Federal Reserve (Fed) hike in interest rates impacted confidence.