Related articles - Global

Global

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

    Multi-Asset Insights: Oil spills into high yield sectorNEW

    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’?NEW

    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
  • 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: Global Property Securities

    Outlook 2015: Global Property Securities

    With growth in the global economy looking uncertain in 2015, property investment offers a number of compelling characteristics for a wide range of market environments.

    • Hugo Machin, Co-Head, Global Property Securities
    • Tom Walker, Co-Head, Global Property Securities
    • 27 Nov 2014
  • Outlook 2015: Multi-Manager

    Outlook 2015: Multi-Manager

    Investors need to prepare for lower returns in the next few years, with a focus on capital preservation appearing prudent in the current environment.