Equities

  • Seeking yield: the long-term Asian dividend story

    Seeking yield: the long-term Asian dividend storyNEW

    Despite the prospect of an impending Federal Reserve rate hike, we believe the long-term case for investing in Asian dividend stocks remains strong.

  • Chinese autos - hitting the (Great) wall?

    Chinese autos - hitting the (Great) wall?NEW

    As the Chinese automobile market takes its foot off the gas, we examine the road ahead and find a number of speed bumps for both domestic and international brands.

  • Schroders Quickview: As UK growth rebounds, are rate rises on the horizon?

    Schroders Quickview: As UK growth rebounds, are rate rises on the horizon?

    With growth having rebounded in the second quarter and inflation forecast to rise above 1% in 2016, we believe the Bank of England looks set to raise interest rates early next year.

    • Azad Zangana, Senior European Economist & Strategist
    • 28 Jul 2015
  • Seeking income: Exploring Europe's dividend culture

    Seeking income: Exploring Europe's dividend culture

    With investors increasingly turning their attention to income-generating equities, we explore some features of income investing in Europe as well as current opportunities.

    • James Sym, Fund Manager, European Equities
    • 23 Jul 2015
  • Watch: Marcus Brookes on the end of China’s longest bull market

    Watch: Marcus Brookes on the end of China’s longest bull market

    Marcus Brookes, Head of Multi-Manager, takes a look at what triggered China's stockmarket gains and the subsequent weakness.

  • Where next for the Chinese stockmarket?

    Where next for the Chinese stockmarket?

    Following the extreme recent stockmarket volatility, our Global Emerging Markets Equities team examines what’s been happening in the Chinese stockmarket and assesses the road ahead.

    • Allan Conway, Head of Emerging Market Equities
    • 10 Jul 2015
  • Schroders Quickview: Correction in Chinese shares highlights irrational exuberance

    Schroders Quickview: Correction in Chinese shares highlights irrational exuberance

    The liquidity-driven rally in the China market has finally ended with a crash. Here, we analyse what has happened and what may lie ahead.

    • Louisa Lo, Deputy Head of Asian Equities
    • 9 Jul 2015
  • Schroders Quickview: China's crashing stockmarket could hurt economic growth

    Schroders Quickview: China's crashing stockmarket could hurt economic growth

    China’s market has provided perhaps the most exciting ride for investors so far this year. The composite index was at one point up almost 60% since the start of the year, easily outpacing the rest of emerging markets and indeed the rest of the world, but its fortunes have since turned.

  • Schroders Quickview: Greece votes “no” and enters limbo

    Schroders Quickview: Greece votes “no” and enters limbo

    The Greek referendum over the weekend returned a resounding “no” to Europe’s bailout offer. With 61.3% voting ‘no’, Prime Minister Tsipras has arguably increased his support compared to the 36% won in the last legislative election. In our view, the referendum result dramatically increases the risk of Grexit to around 75% due to the large number of obstacles that stand in the way of a new bailout.

    • Azad Zangana, Senior European Economist & Strategist
    • 6 Jul 2015
  • Schroders Quickview: Greece crisis to restrain European equities, but valuations should provide buffer

    Schroders Quickview: Greece crisis to restrain European equities, but valuations should provide buffer

    Volatility in markets is likely to continue for an extended period until the ramifications of a potential Greek exit from the euro are fully understood. QE and current valuations could provide some downside protection for European equities.