Related articles - Equities

Equities

  • How markets perform in tightening cycles

    How markets perform in tightening cyclesNEW

    The Schroders Economics team has studied the way markets behave during periods in which the Federal Reserve (Fed) tightens monetary policy, and how they perform following periods of “panic”. Will this time be any different?

    • Keith Wade, Chief Economist & Strategist
    • 9 Feb 2016
  • Sector focus: Banks fall to attractive valuations after "interesting" start to 2016

    Sector focus: Banks fall to attractive valuations after "interesting" start to 2016NEW

    After a tough start to 2016, many European banks now look extremely attractively valued. However, investors must tread carefully as some banks still carry elevated risks.

  • Italian bank bailout is no magic bullet

    Italian bank bailout is no magic bullet

    Italy’s banking bailout has disappointed the market but we feel the sector can draw support from other factors such as economic recovery and potential consolidation.

  • Q&A: Where fund managers see market opportunities and risks

    Q&A: Where fund managers see market opportunities and risks

    Leading Schroders fund managers, covering a variety of asset classes and regions, share their insights on a difficult market environment.

  • 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.

  • UK Equity Insight: China, commodities and monetary policy

    UK Equity Insight: China, commodities and monetary policy

    In the first article of a new series, David Docherty and Rory Bateman consider some of the key issues facing UK equities in 2016 including China, commodity prices, monetary policy, political concerns and M&A activity.

  • China woes create Asian buying opportunity

    China woes create Asian buying opportunity

    Despite recent market events, not that much has actually changed in China. It’s more a case of the “chickens coming home to roost” as policy mistakes and major policy contradictions come to a head. Elsewhere in Asia, it could be an opportunity to pick up equity bargains.

  • EuroView: Quarterly Market Insight

    EuroView: Quarterly Market Insight

    Rory Bateman discusses key issues facing European equities in 2016, including corporate earnings, commodity prices and political uncertainty.

  • Sector focus: Luxury goods firms face up to new Hong Kong reality

    Sector focus: Luxury goods firms face up to new Hong Kong reality

    With Hong Kong losing its allure for Chinese tourists, what is the impact on luxury goods firms and how can they respond to changing travel preferences?

  • Outlook 2016: US Equities

    Outlook 2016: US Equities

    A strong employment market and robust consumer confidence make for a positive outlook for the US, where we favour domestic exposure and sectors such as technology.

    • Matt Ward, Portfolio Manager, US Equities
    • 13 Jan 2016