03MAY 2016


60 seconds on why investors should keep faith in Japanese equities

The recent negative view of Japan is blurring the outlook for equity investors, but once the current uncertainty clears we see a positive outlook for Japanese equities.


28APR 2016


Schroders Quickview: Bank of Japan surprises markets with inaction

The Bank of Japan’s regular policy meeting ended in Tokyo on Thursday with the policy committee deciding to take no action.

28APR 2016

Fixed Income

Schroders Quickview: Fed keeps rates on hold, but for how much longer?

The US Federal Reserve (Fed) kept interest rates unchanged between 0.25% and 0.5% for the fourth consecutive month, but how much longer can the Fed hold off raising rates?

21APR 2016


Why now is not the time to follow the herd

Multi-Manager fund manager Joe Le Jéhan argues that it’s not time to be following market consensus as the first quarter of 2016 has cast doubts over a number of widely-accepted themes.

20APR 2016

Global Market Perspective

Q2 2016

Economic and asset allocation views covering Q2 2016. This includes our global growth update, 30-year return forecasts, and our research note assessing the risk of a US recession.

19APR 2016


Short-term negativity in Japan looks overdone

The recent pullback in Japanese equities has reduced valuations at a time when we believe the long-term picture for corporate Japan may be gradually improving.

06APR 2016

Economic Views

Panic over, but what's next for markets?

Having recovered their composure after a tumultuous start to 2016, investors are now looking for a new catalyst, but what will it be and where next for markets?


31MAR 2016


Sector focus: How energy storage could be a game changer for utilities

We assess the potential for energy storage with lithium-ion batteries and discuss where investors are likely to find good opportunities.

30MAR 2016


Asia’s ageing population drives demand for dividends

With the US Federal Reserve now in gradual hiking mode, are dividend-yielding strategies still beneficial? The demographic trends in Asia, as well as globally, suggest they are.