Equities

03OKT 2017

Markets

Investing is a marathon, not a sprint — even during revolutions

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.

SEPTEMBER

27SEP 2017

Markets

Five charts that explain the rise of China's technology giants

Baidu, Alibaba and Tencent have rewarded investors’ faith in them. But how have they come to dominate the online economy in China?

26SEP 2017

Markets

The case for active asset management

The debate on whether to use passive or actively-managed funds can sometimes be one-sided. Our research suggests investors should keep an open mind.

26SEP 2017

Thought Leadership

The case for active asset management

The debate on whether to use passive or actively-managed funds can sometimes be one-sided. Our research suggests investors should keep an open mind.

25SEP 2017

Markets

With the German election over, it’s time to focus on Europe’s growth opportunities

With Angela Merkel set for a fourth term as Chancellor, we think the market’s focus should return to Europe’s strengthening economy.

21SEP 2017

Markets

A red light is flashing over "bond proxy" income funds

Stocks from "bond proxy" sectors such as tobacco could be bad for your wealth, but many income funds are full of them.

14SEP 2017

Markets

Do rising rates reduce returns on income assets?

Our research, which looks at episodes of rising rates since 1970, suggests income-producing assets don’t perform as investors might expect.

14SEP 2017

Thought Leadership

Do rising rates reduce returns on income assets?

Our research, which looks at episodes of rising rates since 1970, suggests income-producing assets don’t perform as investors might expect.

14SEP 2017

Markets

Gold is under-owned by investors… for now

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.

13SEP 2017

Markets

Two reasons why European equities could surge in the coming years

With interest rates set to normalise at low levels and profit margins improving, we see scope for significant gains.