Equities

2018

DECEMBER

31DEC 2018

Equities

How can we prepare for the AI revolution?

With artificial intelligence expected to infiltrate almost every aspect of modern life within a generation, we look at some of the most meaningful changes it is likely to bring about.

27DEC 2018

Equities

How the FTSE 100 returned 94% without moving

The FTSE 100 is back below the level it was in 1999. However, investors could still have achieved a positive return over the last 19 years had they opted to reinvest their dividends, Schroders’ calculations show.

24DEC 2018

Equities

Financial markets 2018: the year in review

2018 proved a tricky year for investors with asset prices across the board falling. Here’s a rundown of what happened and why.

20DEC 2018

Economic Views

Fearful markets disappointed by Fed policy stance

Market participants had expected a more dovish statement given recent volatility in risk assets

19DEC 2018

Equities

Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.

18DEC 2018

Equities

Outlook 2019: China equities

We are taking a defensive stance, staying underweight to the technology sector, while emphasising domestically-focused areas of the market and those with long-term growth trends.

14DEC 2018

Equities

Outlook 2019: Emerging markets equities

Key potential catalysts for emerging markets performance in 2019 are US dollar weakness, a better-than-expected outcome in US-China trade relations and an easing in Chinese growth concerns.

14DEC 2018

Equities

Brexit the top concern for UK end clients

A recent survey of UK financial advisers has exposed the depth of domestic investors’ Brexit concerns, while suggesting investment in UK equities could pick up again in 2019.

13DEC 2018

Equities

Outlook 2019: US equities

We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.

11DEC 2018

Economic Views

How the Brexit delay has moved markets – and what it means for the economy

As Theresa May meets European leaders seeking a better Brexit deal, the UK economy heads for a period of heightened uncertainty and stagflation.