Equities

15FEB 2016

Markets

Are financials feeling the effects of negative rates?

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?

12FEB 2016

Markets

Focus on long-term destination, not the bumpy ride

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. 

10FEB 2016

Markets

European equities: Can value close the gap to growth in 2016?

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.

04FEB 2016

Markets

Monthly markets review: January 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.

02FEB 2016

Markets

Where we see market opportunities and risks

Leading Schroders fund managers, covering a variety of asset classes and regions, share their insights on a difficult market environment.

JANUARY

29JAN 2016

Economic and Strategy Viewpoint

February 2016

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.

27JAN 2016

Markets

Where next for markets after a turbulent start to 2016?

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.

22JAN 2016

Markets

UK Equity Insight: China, commodities and monetary policy

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.

21JAN 2016

Markets

China woes create Asian buying opportunity

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.

18JAN 2016

Markets

EuroView: Quarterly Market Insight - January 2016

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.