Market views

20FEB 2019

Markets

Are investors too pessimistic on European shares?

Some European markets seem priced for recession but economists still forecast growth for the region in 2019.

08FEB 2019

Markets

Five charts to gauge the environment for equities

Judging the end of the market cycle is difficult. Here, Schroders fund managers - including Nick Kirrage, Nick Kissack and Alex Breese - discuss charts that have caught their eye.

JANUARY

29JAN 2019

Markets

Perspective: the prospects for Indian assets in 2019

Politics could drive performance of Indian assets on a near-term basis, but the long-term fundamental case for investment in India is robust, argues India Investment Specialist, Jigar Gandhi.

18JAN 2019

Markets

Our multi-asset views for January 2019

Snapshot: In our latest monthly update we highlight the need to strike a balance between improving valuations but worsening momentum indicators.

16JAN 2019

Economics

Brexit deal defeat triggers huge uncertainty: what next?

Possibility of no deal Brexit is as high as ever, risking a UK recession this year.

15JAN 2019

Markets

Why fears over the rise in triple-B corporate bonds look overdone

Perspective: Growing concern over the increase in triple-B corporate bonds as a proportion of the market looks overdone given the strong contingent of large companies with stable earnings and defensive characteristics.

15JAN 2019

Markets

Which stock markets look ‘cheap’ as we head into 2019?

As the dust settles on 2018 in turbulent fashion, Duncan Lamont assesses how market valuations look as we head into 2019.

11JAN 2019

Markets

Why we see income opportunities emerging in Asian corporate bonds

Market turbulence has produced attractive income opportunities in Asian corporate bonds against a still positive economic backdrop in the region.

11JAN 2019

Markets

29 reasons not to invest in the stock market

Over the past three decades there have been plenty of stock market shocks to dissuade people from investing. Our data shows what happened after each event.

10JAN 2019

Markets

Is this popular measure of stock market value giving a misleading “sell” signal?

Here's why scare stories about the current CAPE being a predictor of doom may prove to be wide of the mark.