Global

  • The equity leadership transition

    The equity leadership transitionNEW

    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
  • Watch: 60 seconds with Gareth Isaac

    Watch: 60 seconds with Gareth Isaac

    Gareth Isaac takes a minute to explain why he thinks that the global economy, led by the US, will improve in 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.

  • Multi-Asset Insights: Oil spills into high yield sector

    Multi-Asset Insights: Oil spills into high yield sector

    Our multi-asset team provides its insights on current market trends and its latest asset allocation views, focusing this month on headwinds to the global recovery and the impact of the oil price on high yield bonds.

  • 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.

  • Wealth preservation: A (mis)calculated risk?

    Wealth preservation: A (mis)calculated risk?

    How focusing on the wrong risk has undermined wealth preservation strategies.

  • Watch: 60 seconds with Marcus Brookes

    Watch: 60 seconds with Marcus Brookes

    Marcus Brookes provides his view on the year ahead, including why the drop in the oil price is such a boon to the US economy.

  • Energy market fall creates window of opportunity

    Energy market fall creates window of opportunity

    Following recent severe weakness in crude oil markets, we assess key issues of supply and demand, both from a macro perspective and from a bottom-up, company-by-company perspective.

    • John Coyle, Fund Manager and Global Sector Specialist
    • Mark Lacey, Global Energy Fund Manager
    • 15 Jan 2015
  • The shifts and the shocks

    The shifts and the shocks

    Speaking at Schroders' Secular Market Forum in the winter of 2014, the Financial Times' Martin Wolf discussed what we've learned - and have still to learn - from the financial crisis.

    • Martin Wolf , Associate Editor & Chief Economics Commentator, Financial Times
    • 12 Jan 2015
  • Outlook 2015: US Multi-Sector Fixed Income

    Outlook 2015: US Multi-Sector Fixed Income

    There will be significant focus on the Federal Reserve in 2015, but investors must ensure that this doesn't blind them to the opportunities across the fixed income market.

    • Andy Chorlton, Head of US Multi-Sector Fixed Income
    • 17 Dec 2014