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.
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.
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.
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
Europe's economy is on the road to recovery, according to Schroders European Economist Azad Zangana, but equity and bond markets could still see some volatility in the coming months as Greece continues to negotiate its next bailout.
The latest insight from our multi-asset team examines the effects of negative interest rates on various participants in equity and bond markets.
Global Market Perspective
Schroders Chief Economist and Strategist Keith Wade explains why his team are in favour of European stocks over US equities, remain neutral on bonds but downgrade their view on bunds and treasuries as we head into the second quarter of 2015.
The recent euphoric rally in Hong Kong shares has largely been driven by valuation gaps and positive regulatory support for mainland investors to invest in the Hong Kong market.