Equities

08JUL 2015

Economics

Schroders Quickview: China's crashing stockmarket could hurt economic growth

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.

JUNE

01JUL 2015

Economic and Strategy Viewpoint

June 2015

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.

29JUN 2015

Economics

Schroders Quickview: Greece faces the abyss

The Greek crisis is reaching a crescendo and the final "in or out" referendum this weekend has potentially huge and lasting repercussions.

29JUN 2015

Markets

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.

24JUN 2015

Markets

Yield explainer: The importance of income

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. 

23JUN 2015

Markets

Japanese equities: Looking beyond the recent highs

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.

16JUN 2015

Watch/Listen

60 seconds on why smart beta's appeal is growing

Smart beta investment strategies have been growing in popularity, but what are they? Schroders portfolio manager Stephen Kwa explains.

12JUN 2015

Markets

European equities: Return of volatility could provide an entry point

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.

04JUN 2015

Markets

Monthly markets review May 2015

An overview of markets in May 2015, when UK shares were boosted by the general election outcome and emerging markets underperformed.

03JUN 2015

Markets

Should markets fear a Greek default?

The spectre of a Greek default continues to concern investors, but how much would a Greek default really disrupt markets?