Asia ex Japan

  • Outlook 2015: Asian bonds

    Outlook 2015: Asian bonds

    Not too hot and not too cold. ‘Goldilocks growth’ looks set to drive Asian bonds and currencies.

  • 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
  • Schroders Quickview: Chinese reforms and easing unlikely to boost growth

    Schroders Quickview: Chinese reforms and easing unlikely to boost growth

    There were two significant announcements from China’s policymakers last week. They mark a change of stance by the People’s Bank of China (PBOC), which until now had focused on selective easing measures and liquidity injections.

  • 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.

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Outlooks 2015

  • 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.

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