Equities

  • 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
  • Schroders Quickview: Japan election result endorses Abenomics

    Schroders Quickview: Japan election result endorses Abenomics

    Prime Minister Abe's comfortable election victory is a boost to his programme of reform.

    • Andrew Rose, Fund Manager, Japanese Equities
    • 16 Dec 2014
  • Outlook 2015: Business cycle (UK equities)

    Outlook 2015: Business cycle (UK equities)

    UK equities look attractively valued as an asset class and we believe that a backdrop of moderate growth, low interest rates and subdued inflation should allow further upward progress to be made in the year ahead.

    • Matt Hudson, Head of Business Cycle Equity Team
    • 12 Dec 2014
  • Eurozone equities poised for re-rating

    Eurozone equities poised for re-rating

    The case for eurozone equities is growing stronger as sovereign QE now seems more likely and earnings improvements are on the horizon.

  • Outlook 2015: Business cycle (European equities)

    Outlook 2015: Business cycle (European equities)

    Quantitative easing (QE) remains a possibility in Europe but Germany also needs to take steps to stimulate demand. In sector terms, banks and telecoms offer interesting opportunities.