Equities

  • Schroders Quickview: China's crashing stockmarket could hurt economic growth

    Schroders Quickview: China's crashing stockmarket could hurt economic growthNEW

    China’s market has provided perhaps the most exciting ride for investors so far this year. The composite index was at one point up almost 60% since the start of the year, easily outpacing the rest of emerging markets and indeed the rest of the world, but its fortunes have since turned.

  • Schroders Quickview: Greece votes “no” and enters limbo

    Schroders Quickview: Greece votes “no” and enters limboNEW

    The Greek referendum over the weekend returned a resounding “no” to Europe’s bailout offer. With 61.3% voting ‘no’, Prime Minister Tsipras has arguably increased his support compared to the 36% won in the last legislative election. In our view, the referendum result dramatically increases the risk of Grexit to around 75% due to the large number of obstacles that stand in the way of a new bailout.

    • Azad Zangana, Senior European Economist & Strategist
    • 6 Jul 2015
  • Schroders Quickview: Greece crisis to restrain European equities, but valuations should provide buffer

    Schroders Quickview: Greece crisis to restrain European equities, but valuations should provide buffer

    Volatility in markets is likely to continue for an extended period until the ramifications of a potential Greek exit from the euro are fully understood. QE and current valuations could provide some downside protection for European equities.

  • Japanese equities: Looking beyond the recent highs

    Japanese equities: Looking beyond the recent highs

    Recent headlines in Japan have been dominated by a flurry of multi-year stockmarket highs and currency levels being hit. Digging a little deeper, though, we still find plenty of reasons to remain positive.

    • Andrew Rose, Fund Manager, Japanese Equities
    • 23 Jun 2015
  • European equities: Return of volatility could provide an entry point

    European equities: Return of volatility could provide an entry point

    The recent reversal of bond and currency market trends has seen European equities come under pressure. We continue to see a variety of other factors that can offer support to share prices.

  • Markets: What’s in store for the rest of 2015 and beyond?

    Markets: What’s in store for the rest of 2015 and beyond?

    At our recent forum in Edinburgh, five leading Schroders fund managers and chief economist Keith Wade met to discuss the state of global markets and assess what lies ahead.

  • Watch: 60 seconds with Matt Hudson on the change in leadership in equity markets

    Watch: 60 seconds with Matt Hudson on the change in leadership in equity markets

    Matt Hudson, Head of Pan-European Business Cycle, explains the shift in the focus of equity investors in their hunt for yield.

    • Matt Hudson, Head of Pan-European Business Cycle
    • 26 May 2015
  • Sector focus: Prospects are bright for European financials

    Sector focus: Prospects are bright for European financials

    We put the spotlight on European financials and find that the current market environment remains very favourable, particularly for banks.

  • Schroders Live reveals European optimism

    Schroders Live reveals European optimism

    At the May 2015 Schroders Live event, the panellists struck an optimistic tone and found a number of reasons to be upbeat about both growth and equities, especially in Europe.

    • Keith Wade, Chief Economist & Strategist
    • Simon Webber, Lead Portfolio Manager, Global and International Equities
    • 21 May 2015
  • Is Japan abandoning its cash conservatism?

    Is Japan abandoning its cash conservatism?

    Within global equities, one of the key themes we see emerging in 2015 is a shift in focus of corporate Japan from stockpiling to distributing excess cash; a trend which may awaken income-seekers’ interest in the country.

    • Simon Webber, Lead Portfolio Manager, Global and International Equities
    • 20 May 2015