Equities

  • Thermal coal: end of the road?

    Thermal coal: end of the road?NEW

    With thermal coal under pressure from economic and environmental considerations, investors in mining firms need to make sure they take a realistic approach.

  • Focus on long-term destination, not the bumpy ride

    Focus on long-term destination, not the bumpy rideNEW

    After another turbulent week in global markets, Rory Bateman and Nicholette MacDonald-Brown point out that the recent selloff could represent a buying opportunity for long-term investors.

  • European equities: Can value close the gap to growth in 2016?

    European equities: Can value close the gap to growth in 2016?NEW

    At the recent Schroders Investment Conference in London, our panel of European equities fund managers debated the prospects for growth and value investing in 2016.

  • How markets perform in tightening cycles

    How markets perform in tightening cycles

    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?

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

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

    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.