Market views

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Markets

15AUG 2019

What do “lower for longer” interest rates mean for value investors?

Low interest rates have lengthened this economic cycle and encouraged risky investment behaviour.

2019

AUGUST

13AUG 2019

Markets

Argentinian markets tumble as political uncertainty returns

Argentinian assets have fallen dramatically following the surprise result of the country’s primary elections. Our equity and bond fund managers share their views on what might lie ahead.

02AUG 2019

Markets

Rate cuts push case for Asian dividends

Low interest rates are just one of several potential tailwinds for high dividend yield stocks in Asia.

JULY

25JUL 2019

Markets

European equities: which style has been in vogue this year?

European shares made a strong advance in the first half of 2019, but the gains were not evenly spread across the market.

22JUL 2019

Watch/Listen

Three themes driving energy transition

In this short video Mark Lacey, Head of Commodities, reveals three drivers behind the energy sector’s transition to renewables.

12JUL 2019

Markets

How the stock market’s fading status could increase social inequality

The increasing number of companies shunning the stock market could contribute to rising inequality in society. We’ve identified three ways to fight back

11JUL 2019

Economics

Why has India's budget disappointed investors?

Analyst Robert Ledger assesses the new government’s budget in India, and what it means for investors.

09JUL 2019

Markets

Only a fifth of investors held their nerve during 2018 stock market tumble

Only 18% of investors stuck with their long term investment plan during last year’s market turmoil, according to Schroders Global Investor Study.