Equities

16OKT 2017

Economie

China’s Communist party congress: what investors should expect

The 19th National Congress of the Communist Party of China begins on Wednesday. Will President Xi Jinping stick or twist on the country’s economic policy, and what might it mean for markets?

15OKT 2017

Markets

Black Monday 30 years on: how it happened and what we can learn

It has been 30 years since Black Monday, the biggest one-day fall in stockmarket history. We look at what happened and how today’s markets compare to 1987.

13OKT 2017

Markets

Is high turnover inconsistent with being a long-term investor?

High portfolio turnover is not necessarily a bad thing; it’s important to take a pragmatic approach.

10OKT 2017

Markets

Electric shock - finding the winners and losers of the electric revolution

Every revolution has casualties, and the electrification of the car industry will be no different. We look at the opportunities and pitfalls opening up for investors.

09OKT 2017

Markets

Will it be smooth sailing for markets until the end of the year?

At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.

09OKT 2017

Markets

Why economic growth has been a mirage for emerging market investors

The link between emerging market companies' earnings and GDP growth is tenuous. We explain why investors are better off focusing on fundamental analysis of individual companies.

09OKT 2017

Thought Leadership

Why economic growth has been a mirage for emerging market investors

The link between emerging market companies' earnings and GDP growth is tenuous. We explain why investors are better off focusing on fundamental analysis of individual companies.

06OKT 2017

Wereldwijd marktperspectief

Global Market Perspective Q4 2017

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.

04OKT 2017

Markets

Is the emerging markets revival sustainable?

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.