Global Market Perspective
Small caps, global liquidity, and seven-year returns are among the topics in the spotlight in the latest economic and asset allocation views covering Q4 2017.
In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.
Much has been written to assert the superiority of passive over active investing. Net of fees, it appears that on average passive management has produced higher returns.
Huw van Steenis discusses three of the big themes for investors at Schroders' recent Madrid event: coping with tech disruption, the end of QE and populism.
Baidu, Alibaba and Tencent have rewarded investors’ faith in them. But how have they come to dominate the online economy in China?
With Angela Merkel set for a fourth term as Chancellor, we think the market’s focus should return to Europe’s strengthening economy.
There could be a great rebalancing from passive ETFs and other traditional investments back towards gold, which would boost demand for gold and gold-related equities for years to come.
With interest rates set to normalise at low levels and profit margins improving, we see scope for significant gains.