Equities

18NOV 2016

Markets

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

Markets

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

Markets

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

Markets

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

08NOV 2016

Kijken/luisteren

60 seconds with Andy Brough on UK mid-caps' enduring appeal

Earnings and dividend growth, combined with the high level of takeover activity, mean UK mid-caps have not lost their appeal after the Brexit vote, says Andy Brough.

07NOV 2016

Markets

How the US election is moving markets: four essential charts explained

As the race for the White House intensifies we look at the performance of gold, US healthcare stocks, the dollar and the volatility index to see who the market is backing for US president.

03NOV 2016

Markets

Are presidential elections good for US and global stockmarkets?

How have stockmarkets performed in previous election years? Our analysis points to weaker gains during the race for the White House.

OKTOBER

18OKT 2016

Markets

Bank shares could be about to change from “dogs to darlings”

James Sym explains how the return of inflation, coupled with ultra-cheap valuations, could herald a significant change of fortune for Europe’s beleaguered banking sector.

17OKT 2016

Kijken/luisteren

60 seconds on what the US election means for equities

The race for the White House has become closely contested, but what are the main policies that investors should focus on?

13OKT 2016

Kijken/luisteren

60 seconds with Matt Hudson on his favoured UK sectors

Matt Hudson explains why the return of inflation looks set to boost the case for financial and commodity stocks as we head into 2017.