Related articles - Equities

Equities

  • Outlook 2015: UK equities

    Outlook 2015: UK equities

    Share valuations remain close to their long-run average, which gives us comfort in the market's aggregate level. We believe value still exists within the domestic banks and house builders.

  • Outlook 2015: Emerging Market Equities

    Outlook 2015: Emerging Market Equities

    Global emerging markets look supported by strong domestic demand growth and reform potential. However, challenges remain, primarily revolving around a strong US dollar.

    • Allan Conway, Head of Emerging Market Equities
    • 17 Dec 2014
  • Schroders Quickview: Japan election result endorses Abenomics

    Schroders Quickview: Japan election result endorses Abenomics

    Prime Minister Abe's comfortable election victory is a boost to his programme of reform.

    • Andrew Rose, Fund Manager, Japanese Equities
    • 16 Dec 2014
  • Outlook 2015: Business cycle (UK equities)

    Outlook 2015: Business cycle (UK equities)

    UK equities look attractively valued as an asset class and we believe that a backdrop of moderate growth, low interest rates and subdued inflation should allow further upward progress to be made in the year ahead.

    • Matt Hudson, Head of Business Cycle Equity Team
    • 12 Dec 2014
  • Eurozone equities poised for re-rating

    Eurozone equities poised for re-rating

    The case for eurozone equities is growing stronger as sovereign QE now seems more likely and earnings improvements are on the horizon.

  • Outlook 2015: Business cycle (European equities)

    Outlook 2015: Business cycle (European equities)

    Quantitative easing (QE) remains a possibility in Europe but Germany also needs to take steps to stimulate demand. In sector terms, banks and telecoms offer interesting opportunities.

  • Outlook 2015: Chinese equities

    Outlook 2015: Chinese equities

    Even as China's growth slows, long-term opportunities are present across a variety of industries.

    • Louisa Lo, Head of Greater China Equities
    • 2 Dec 2014
  • Outlook 2015: Global Equities

    Outlook 2015: Global Equities

    We see 2015 as being characterised by an ongoing divergence in global growth and monetary policy that will create attractive pockets of investment opportunity for stockpickers.

  • Outlook 2015: Japanese equities

    Outlook 2015: Japanese equities

    Strong corporate earnings growth and a weak yen should continue to provide support to Japanese equities in 2015.

  • Outlook 2015: Asia ex-Japan equities

    Outlook 2015: Asia ex-Japan equities

    A focus on quality companies remains essential in Asia, with technological change a key theme for investing in Asia for the year ahead.