Equities

  • Outlook 2015: Japanese equities

    Outlook 2015: Japanese equitiesNEW

    Strong corporate earnings growth and a weak yen should continue to provide support to Japanese equities in 2015.

  • Outlook 2015: Asia ex-Japan equities

    Outlook 2015: Asia ex-Japan equitiesNEW

    A focus on quality companies remains essential in Asia, with technological change a key theme for investing in Asia for the year ahead.

  • Shanghai-Hong Kong 'through train' departs

    Shanghai-Hong Kong 'through train' departs

    The Shanghai-Hong Kong Stock Connect was launched on 17 November.

  • 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.

  • Healthcare: an innovation injection

    Healthcare: an innovation injection

    Healthcare has been one of the best performing global sectors year-to-date, which begs the question: how much further can it go? John Bowler argues that ongoing innovation from medical companies will continue to drive strong performance in the sector and highlights a few key areas where this is already occurring.

    • John Bowler, Fund Manager, Global Healthcare
    • 19 Nov 2014
  • Schroders Quickview: Important decisions for Japanese Prime Minister Abe

    Schroders Quickview: Important decisions for Japanese Prime Minister Abe

    Prime Minister Shinzo Abe has postponed a planned consumption tax increase and called a snap general election. While this has caused further market volatility, we still see a number of positive factors supporting the equity market.

  • Outlook 2015: European equities

    Outlook 2015: European equities

    Monetary policy remains loose in Europe but governments could do more to boost demand. Meanwhile, the weaker euro and stronger banking sector should help support European equities in the coming year.

  • Schroders Live: Volatility presents an opportunity

    Schroders Live: Volatility presents an opportunity

    In a wide-ranging and interactive debate Peter Harrison, Head of Investment, and Azad Zangana, European Economist, gave their opinions on the global growth cycle, outlook for Europe and the implication of volatility for investors.

  • Equities: is the bull market under threat?

    Equities: is the bull market under threat?

    Equity markets have experienced a setback recently and this has led many strategists to question the longer term case for the asset class. However, we remain positive on shares and believe that equities can still generate an attractive premium for investors.

    • Keith Wade, Chief Economist & Strategist
    • 23 Oct 2014
  • Internet connectivity to boost Chinese productivity

    Internet connectivity to boost Chinese productivity

    The internet is driving big changes in the productive capacity of China's economy.