Schroders Talking Point

Strategic View: The strategic case for momentum

Jonathan Smith, UK Strategic Solutions — Thu, 10 May 2012 09:36:00 GMT

As the global economy continues to de-leverage, the next decade looks likely to be a period of weak growth and low interest rates, punctuated by bouts of heightened instability and crisis.

Schroders Quickview: Eurozone elections update - The rising tide against austerity

Azad Zangana, European Economist — Tue, 8 May 2012 16:28:00 GMT

A wave of austerity fatigue is sweeping across Europe. On the 6th of May, both France and Greece held important elections that have the potential to change the shape of the eurozone, and both returned a very clear message that voters are against austerity.

Watch: Draghi stands his ground - Keith Wade speaks to Reuters Insider

Keith Wade, Chief Economist & Strategist — Thu, 3 May 2012 16:18:00 GMT

The ECB keeps interest rates on hold at 1%. Despite widespread recession, bank president Mario Draghi says there will be no rate cut or stimulus any time soon.

An Olympic legacy

Hugh Robertson, Minister for Sports and the Olympics — Wed, 2 May 2012 10:01:43 GMT

Hugh Robertson, Minister for Sports and the Olympics, on what the Olympics mean for Britain

Schroders Economic & Strategy Viewpoint - April 2012

Keith Wade, Chief Economist & Strategist — Mon, 30 Apr 2012 10:06:00 GMT

US growth: Should we be more optimistic?
The euro crisis: fundamental divergence
Eurozone: Momentum subsides as elections loom

Schroders Soundbite: Adding risk back to portfolios

Johanna Kyrklund, Head of Multi-Asset Investments — Mon, 30 Apr 2012 09:55:00 GMT

What is the best way to add risk back to portfolios?

Schroders Quickview: Guidance on funding DB pension schemes

Jonathan Smith, UK Strategic Solutions — Fri, 27 Apr 2012 11:45:00 GMT

Today's announcement by the UK Pensions Regulator brings some disappointment, but also some breathing space for trustees and sponsors.

Investment Outlook - April 2012

Robert Farago, Head of Asset Allocation, Schroders Private Bank — Thu, 26 Apr 2012 15:34:00 GMT

The latest market commentary and outlook from Schroders Private Bank

Watch: UK earnings' season - Jessica Ground speaks to Reuters Insider

Jessica Ground, Fund Manager, UK Equities — Wed, 25 Apr 2012 10:52:00 GMT

Jessica Ground discusses the how the UK earnings' season is shaping up...

Schroders Quickview: UK Q1 GDP - UK slips back into recession

Azad Zangana, European Economist — Wed, 25 Apr 2012 10:18:00 GMT

It will be remarkable if the Bank of England does not respond with more Quantitative Easing. We expect an additional £50 billion next month.

Rising fertility in Europe: a demographic shift or statistical blip?

Virginie Maisonneuve, Head of Global and International Equities — Thu, 19 Apr 2012 11:08:00 GMT

In this paper, we explore the drivers and implications of the recent uptick in fertility rates in Western Europe, assessing the potential for a ‘new demographic transition’ in the developed world.

Growth beyond the financial crisis: assessing sustainability in a volatile world

Virginie Maisonneuve, Head of Global and International Equities — Thu, 12 Apr 2012 10:01:00 GMT

Markets are notoriously fickle in the short term. But more than ever since mid 2011, they have been reacting to the most immediate macro events of the day. Their focus has swung from one event to another, each with an equally short time horizon.

The golden constant: our investment conclusions

Robert Farago, Head of Asset Allocation, Schroders Private Bank — Tue, 10 Apr 2012 14:45:00 GMT

Robert Farago outlines his investment conclusions about gold following the recent presentation from Jill Leyland at the Schroders Secular Market Forum, in which she examined how gold’s purchasing power has remained broadly consistent through the ages.

Offshore RMB bond market: where to from here?

Angus Hui, Fund Manager, Fixed Income — Thu, 5 Apr 2012 14:38:42 GMT

With strong growth in offshore renminbi bonds recently, what is the investment proposition for them as near-term expectations of currency appreciation fall?

Information overload

Sonja Laud, Fund Manager, Global Equity Income — Thu, 5 Apr 2012 12:11:00 GMT

Has the proliferation of short-term company and macroeconomic data distorted the true picture of companies' financial positions?

The golden constant

Jill Leyland, Economics Consultant — Tue, 3 Apr 2012 12:10:27 GMT

At the latest Schroders’ Secular Market Forum, guest speaker Jill Leyland explored gold’s history and how its purchasing power has remained broadly consistent through the ages.

Understanding the route to retirement

Lauren Juliff, UK Institutional Business Development — Tue, 3 Apr 2012 09:19:00 GMT

With a significant wave of early DC pension scheme members now approaching ‘middle age’, we discuss the importance of understanding the different stages of a member’s route to retirement and the investment risks that they are exposed to, particularly in the crucial later stages of accumulation.

Why Japan?

Taku Arai, Product Manager, Japanese Equities — Mon, 2 Apr 2012 16:11:00 GMT

As its own economy emerges from the trauma of 2011, how well-placed is Japan to benefit from the gradual improvements in the global economy?

Watch: Global Economic Update - April 2012

Keith Wade, Chief Economist & Strategist — Mon, 2 Apr 2012 12:23:00 GMT

Keith Wade discusses the outlook for the global economy.

Watch: More global liquidity injections to come - Virginie Maisonneuve speaks to CNBC

Virginie Maisonneuve, Head of Global and International Equities — Mon, 2 Apr 2012 09:12:00 GMT

Virginie Maisonneuve told CNBC, 'the LTRO was needed to really help the system go forward. We know this is an adjustment process that is going to be very long and we needed that injection of liquidity in order to get by'.

Schroders Economic & Strategy Viewpoint - March 2012

Keith Wade, Chief Economist & Strategist — Fri, 30 Mar 2012 16:32:00 GMT

Global: Déjà vu - are we heading for a re-run of 2011?
UK: Micro tinkering, macro boost

What are the prospects for equity income funds in 2012?

Sonja Laud, Fund Manager, Global Equity Income — Thu, 29 Mar 2012 13:44:00 GMT

It is fair to say that 2011 was not the most auspicious year for global equity markets. The exuberant rallies, characteristic of markets in 2009 and 2010, made several flash appearances last year, but it was a much choppier picture overall and the overarching mood was one of caution and risk aversion.

Schroders Quickview: UK GDP revised down - expect more quantitative easing

Azad Zangana, European Economist — Wed, 28 Mar 2012 16:32:03 GMT

The Bank of England will surely react by increasing the amount of quantitative easing - if not at the next meeting then certainly by May.

UK Budget 2012: A little give and take

Azad Zangana, European Economist — Fri, 23 Mar 2012 16:12:00 GMT

An in-depth look at Wednesday's Budget and its impact on the UK economy.

Watch: Classic market recovery so far - Sonja Laud Speaks to CNBC

Sonja Laud, Fund Manager, Global Equity Income — Fri, 23 Mar 2012 10:22:00 GMT

There is a distinction to be made between normal times and what we have seen so far, which is a pretty classic textbook multiple expansion-led rally against a backdrop of better economic data.

Indian equities: is it safe to get back in the market?

Manish Bhatia, Fund Manager, Indian Equities — Thu, 22 Mar 2012 16:35:00 GMT

Manish Bhatia looks at how investors should position themselves for the next phase of India’s economic cycle and discusses whether the worst is now over for the country’s equities.

Schroders Quickview: Is China's residential market past crisis point?

Jim Rehlaender, Fund Manager, Global Property Securities — Thu, 22 Mar 2012 16:13:37 GMT

China’s economic development has become one of the most important focal points for investors throughout the world. Its recent efforts to deflate (but not explode) this rapidly growing nation’s housing ‘bubble’ has attracted global attention and anxiety.

Watch: UK corporation tax cut seen as right direction - Azad Zangana speaks to Bloomberg

Azad Zangana, European Economist — Thu, 22 Mar 2012 12:07:00 GMT

Azad Zangana joins a panel of experts to discuss the UK economy and Chancellor of the Exchequer George Osborne's budget. They speak with Maryam Nemazee on Bloomberg Television.

Research paper: Is the business of business, business?

Rory Pike, ESG Analyst — Thu, 22 Mar 2012 09:41:00 GMT

Could integrating environmental, social and governance factors into investment analysis add value to your portfolio?

Schroders Quickview: UK Budget 2012

Azad Zangana, European Economist — Wed, 21 Mar 2012 16:34:00 GMT

Facing pressure from both sides of the coalition government, George Osborne delivered another neutral set of fiscal plans in his third budget as Chancellor. However, unlike his first two budgets, his strategy of shifting the tax burden on to the rich, and promoting pro-business and growth strategies seems to be more cohesive.