The long view

  • Where next for markets after a turbulent start to 2016?

    Where next for markets after a turbulent start to 2016?

    In the first Schroders Live event of 2016, Bloomberg’s European Markets Editor Mannus Cranny quizzed Keith Wade and Johanna Kyrklund on the most pressing issues facing markets right now. These included matters such as China, the oil price, rate hikes and currency wars.

  • What happens once interest rates lift off?

    What happens once interest rates lift off?

    Expectations that the Federal Reserve (Fed) will raise interest rates have increased markedly following the October Federal Open Market Committee (FOMC) meeting, but what does this mean for bond investors?

    • Michael Lake, Investment Director, Fixed Income
    • 11 Dec 2015
  • Is sugar turning Big Food into the next Big Tobacco?

    Is sugar turning Big Food into the next Big Tobacco?

    Elly Irving discusses the three catalysts that could result in Big Food becoming the next Big Tobacco, potentially resulting in lower sales growth, higher costs and large scale litigation for food and beverage companies.

  • UK dividend income poised for recovery

    UK dividend income poised for recovery

    As we move into the latter phases of the business cycle, UK dividend growth looks likely to accelerate again. Matt Hudson explains what is driving this dividend recovery.

    • Matt Hudson, Head of Business Cycle Equity Team
    • 21 Oct 2015
  • Banks to drive UK dividend revival

    Banks to drive UK dividend revival

    Domestically orientated banks are presently one of the most interesting UK equity income prospects. Matt Hudson looks at favoured UK lenders and their potential as catalysts for a dividend recovery in the UK.

    • Matt Hudson, Head of Business Cycle Equity Team
    • 20 Oct 2015
  • Political risks and market rewards in 2016

    Political risks and market rewards in 2016

    Speaking at the Schroders Investment Conference in Budapest in September, Daniel Franklin, Executive Editor of The Economist, revealed what he thinks could be the main political risks for investors to consider in 2016.

  • Life after QE - what's next for markets?

    Life after QE - what's next for markets?

    At the recent Schroders Investment Conference in Budapest, a panel of Schroders’ fund managers discussed the intended and unintended consequences of quantitative easing. The panel was chaired by the Executive Editor of The Economist, Daniel Franklin.

  • Neurofinance: Inside the investor's brain

    Neurofinance: Inside the investor's brain

    At the annual Schroders Investment Conference in Budapest, delegates heard from ‘neurofinancier’ Dr. Richard Peterson, who outlined how deceived we can be by the apparent rationality of our own minds.

  • Europe v UK: How safe is your yield?

    Europe v UK: How safe is your yield?

    With potential rate rises posing a challenge to markets, in a new infographic we look at what drives the yields of UK and European markets and assess the safety of these income streams.

  • El Niño's economic impact: What the brokers say

    El Niño's economic impact: What the brokers say

    Schroders' ESG team summarises brokers’ El Niño research, assessing the effect the weather event could have on countries, companies, sectors, soft commodities and regional economies.