28MAY 2015


Markets: What’s in store for the rest of 2015 and beyond?

At our recent forum in Edinburgh, five leading Schroders fund managers and chief economist Keith Wade met to discuss the state of global markets and assess what lies ahead.

27MAY 2015


5 key themes shaping the global economy

Schroders Chief Economist Keith Wade sees five key themes shaping the macroeconomic landscape and supporting risk assets over the next year including energy prices, central bank monetary policy and the hunt for yield.

26MAY 2015


60 seconds with Matt Hudson on the change in leadership in equity markets

Matt Hudson, Head of Pan-European Business Cycle, explains the shift we are beginning to see in equity markets to focus on companies with interesting valuations and the potential to offer good yields and dividend growth. 

22MAY 2015


Sector focus: Prospects are bright for European financials

We put the spotlight on European financials and find that the current market environment remains very favourable, particularly for banks.

21MAY 2015


Schroders Live reveals European optimism

At the May 2015 Schroders Live event, the panellists struck an optimistic tone and found a number of reasons to be upbeat about both growth and equities, especially in Europe.

21MAY 2015


Watch: Massimo Tosato on the Global Investment Trends Survey

Massimo Tosato, Executive Vice Chairman of Schroders plc, looks at the disconnect between investors' expectations and behaviour highlighted by the Global Investment Trends Survey.

20MAY 2015


Is Japan abandoning its cash conservatism?

Within global equities, one of the key themes we see emerging in 2015 is a shift in focus of corporate Japan from stockpiling to distributing excess cash; a trend which may awaken income-seekers’ interest in the country.

11MAY 2015


60 seconds with James Sym: Can a recovery in European earnings power further stock gains?

In this 60 second video Schroders European Equities fund manager James Sym reflects on the recent performance of European stocks, and whether a recovery in earnings will help boost returns.

08MAY 2015


Schroders Quickview: UK election provides welcome stability for business

Unsurprisingly, the UK election result has been taken well by the UK equity market and in the short-term provides businesses with a stable political and legislative background in which to invest for the future.

07MAY 2015


Is a bubble in Chinese stocks being inflated?

The sharp rally in Chinese share prices is not justified by the underlying fundamentals but it has considerable momentum and could continue for a while yet