Equities

01DEC 2016

Equities

Outlook 2017: European equities

2017 could be a volatile year for European equities but this can create significant investment opportunities, particularly as earnings look poised to improve.

NOVEMBER

28NOV 2016

Multi-Asset

Can the emerging markets revival continue?

Our panel of experts reflect on the revival seen in emerging markets this year, and discuss whether it is set to continue in 2017 in the wake of the recent US presidential election result.

25NOV 2016

Equities

Where are the post-Brexit opportunities in Europe?

Schroders experts discuss the outlook for Europe and their best investment ideas for 2017.

23NOV 2016

Equities

How will Trump’s presidency affect Asian trade?

Beyond the near-term noise, we don’t think we are going to see a transformational upheaval in trade in Asia.

18NOV 2016

Fixed Income

One week on: how the market changed its tune on Trump

These five charts illustrate how the market’s attitude has softened towards Donald Trump’s win, but how long will it last?

18NOV 2016

Equities

Postcard from... the Philippines: assessing the Duterte effect

We visited the Philippines to meet with companies and look at how the darling of the Asian growth story is holding up after the election of its president dubbed “Duterte Harry”.

09NOV 2016

Equities

Trump election victory: the view from our equities teams

Following Donald Trump’s presidential election triumph, we round up the responses of our equities desks.

09NOV 2016

Fixed Income

How the market reacted to the US election: Four essential charts explained

Following Donald Trump’s victory in the US presidential election we look at the performance of gold, US healthcare stocks, the dollar and the volatility index to gauge the market’s reaction.

08NOV 2016

Equities

How the US stockmarket performs after heavy one day falls

The S&P 500’s biggest falls have been followed by annual returns that average 14.9% over five years, Schroders analysis shows