Asia ex Japan

  • Watch: 60 seconds with Rajeev De Mello on the China conundrum

    Watch: 60 seconds with Rajeev De Mello on the China conundrum

    Market volatility exposed investors’ unease over China’s slowdown, but Rajeev De Mello says the country’s growth is stabilising and investors must choose the right assets for a gradual recovery.

  • 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.

  • Watch: 60 seconds with Rajeev De Mello on Fed rates and emerging markets

    Watch: 60 seconds with Rajeev De Mello on Fed rates and emerging markets

    The pain in emerging markets has been in the preparation for the Federal Reserve's lift-off, according to Rajeev De Mello, but the rate hiking cycle could be positive for the region.

  • 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.

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Outlooks 2016

  • 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

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