China’s market has provided perhaps the most exciting ride for investors so far this year. The composite index was at one point up almost 60% since the start of the year, easily outpacing the rest of emerging markets and indeed the rest of the world, but its fortunes have since turned.
Economic and Strategy Viewpoint
In this month's Viewpoint Schroders economists investigate the impact of lower global growth, the risks of UK wage inflation on interest policy, and the potential fallout of a Greek exit from the eurozone.
The Greek crisis is reaching a crescendo and the final "in or out" referendum this weekend has potentially huge and lasting repercussions.
Schroders Quickview: Greece crisis to restrain European equities, but valuations should provide buffer
Volatility in markets is likely to continue for an extended period until the ramifications of a potential Greek exit from the euro are fully understood. QE and current valuations could provide some downside protection for European equities.
Years of low interest rates have helped to stabilise the global economy following the financial crisis in 2008, but one of the effects has been to drive down the yields available in asset classes such as bonds and equities, leaving investors scrambling for income.
Japanese equities are at 15-year highs, but does that mean the market is over-heating or are the fundamental reasons behind the rise more robust than when the market previously saw these levels in 2000? Andrew Rose, Schroders Japanese equities fund manager, investigates.
Smart beta investment strategies have been growing in popularity, but what are they? Schroders portfolio manager Stephen Kwa explains.
The recent reversal of bond and currency market trends has seen European equities come under pressure. We continue to see a variety of other factors that can offer support to share prices.