At the May 2015 Schroders Live event, the panellists struck an optimistic tone and found a number of reasons to be upbeat about both growth and equities, especially in Europe.
Within global equities, one of the key themes we see emerging in 2015 is a shift in focus of corporate Japan from stockpiling to distributing excess cash; a trend which may awaken income-seekers’ interest in the country.
The latest Schroders Global Investment Trends Survey paints a picture of increasing confidence and shows that income is at the top of investors’ wish lists.
The latest paper from our SRI team explores how investors can understand their portfolios' exposure to climate change risks and ways to mitigate these risks.
Market consensus has become slightly less negative about the oil price since the dark days of early January. We explain why we believe the market is setting up for a significant supply shock.
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