Equities

  • Living Wage: a UK perspective

    Living Wage: a UK perspective

    The living wage is gaining momentum in the UK. We look at its costs and benefits, which sectors have the most exposure to the issue and the impact of its implementation on corporate margins.

  • The FTSE 100's evolution since its 1999 peak

    The FTSE 100's evolution since its 1999 peak

    In this infographic see how the entry of Hikma Pharmaceutical on Monday 23 March represents a further shift in the make up of the UK's benchmark index.

    • Schroders, Investment Communications Team
    • 20 Mar 2015
  • Schroders Investment Weather Forecast: Global equity outlook finely balanced

    Schroders Investment Weather Forecast: Global equity outlook finely balanced

    While a strong US recovery and falling oil prices are supportive of global equities, concerns in Europe and some emerging economies may weigh on sentiment.

  • Internet kills the video star?

    Internet kills the video star?

    Television is changing and internet giants like Google and Facebook are poised to prosper as a result. James Gautrey examines the opportunity this presents.

    • James Gautrey, Portfolio Manager, Global Sector Specialist - Technology
    • 2 Mar 2015
  • Tailwinds are building for a European equity recovery

    Tailwinds are building for a European equity recovery

    European earnings look poised for recovery and economically-sensitive stocks should be the chief beneficiaries.

    • James Sym, Fund Manager, European Equities
    • 2 Mar 2015
  • The equity leadership transition

    The equity leadership transition

    As we enter the seventh year of the US bull market, we have likely reached a tipping point where international equities will begin to generate superior returns to US equities.

    • Simon Webber, Lead Portfolio Manager, Global and International Equities
    • 26 Feb 2015
  • Markets: where are we now?

    Markets: where are we now?

    Fund managers from around Schroders exchanged views on the current state of various markets around the world at a recent panel discussion. Here, we round up their insights.

  • Open-ended QE to lift eurozone equities to fresh highs

    Open-ended QE to lift eurozone equities to fresh highs

    The European Central Bank's quantitative easing announcement is a significant move that has positive implications for eurozone equities.

  • The end of the road: has the developed world reached ‘peak car’?

    The end of the road: has the developed world reached ‘peak car’?

    From boardrooms to showrooms, there is growing confidence in the recovery of the auto industry. However, longer-term data suggest that, cyclical tailwinds aside, the market for automobiles in developed markets could be in structural decline.

  • Swiss volatility presents stockpicking opportunities

    Swiss volatility presents stockpicking opportunities

    Stefan Frischknecht explains what effect the appreciation of the Swiss franc has had on the equity market so far and how the team is seeking bottom-up opportunities to exploit the market volatility.