Equities

  • The equity leadership transition

    The equity leadership transition

    As we enter the seventh year of the US bull market, we have likely reached a tipping point where international equities will begin to generate superior returns to US equities.

    • Simon Webber, Lead Portfolio Manager, Global and International Equities
    • 26 Feb 2015
  • Markets: where are we now?

    Markets: where are we now?

    Fund managers from around Schroders exchanged views on the current state of various markets around the world at a recent panel discussion. Here, we round up their insights.

  • Open-ended QE to lift eurozone equities to fresh highs

    Open-ended QE to lift eurozone equities to fresh highs

    The European Central Bank's quantitative easing announcement is a significant move that has positive implications for eurozone equities.

  • The end of the road: has the developed world reached ‘peak car’?

    The end of the road: has the developed world reached ‘peak car’?

    From boardrooms to showrooms, there is growing confidence in the recovery of the auto industry. However, longer-term data suggest that, cyclical tailwinds aside, the market for automobiles in developed markets could be in structural decline.

  • Swiss volatility presents stockpicking opportunities

    Swiss volatility presents stockpicking opportunities

    Stefan Frischknecht explains what effect the appreciation of the Swiss franc has had on the equity market so far and how the team is seeking bottom-up opportunities to exploit the market volatility.

  • Schroders Quickview: Swiss franc volatility reinforces focus on fundamentals

    Schroders Quickview: Swiss franc volatility reinforces focus on fundamentals

    The Swiss National Bank's decision to abandon the currency peg has led to extreme volatility within European equities. Our response is to remain focused on the fundamentals.

  • Schroders Live - January 2015

    Schroders Live - January 2015

    Plummeting energy prices and likely sovereign bond purchases by the European Central Bank were among the issues discussed at the latest Schroders Live.

  • Outlook 2015: Indian equities

    Outlook 2015: Indian equities

    The market for Indian stocks in 2015 continues to look bright.

    • Pankaj Murarka, Fund Manager, Indian Equities, Axis Asset Management on behalf of Schroders
    • 9 Jan 2015
  • Outlook 2015: UK equities

    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.

  • Outlook 2015: Emerging Market Equities

    Outlook 2015: Emerging Market Equities

    Global emerging markets look supported by strong domestic demand growth and reform potential. However, challenges remain, primarily revolving around a strong US dollar.

    • Allan Conway, Head of Emerging Market Equities
    • 17 Dec 2014