Equities

  • Turbulent times in technology

    Turbulent times in technology

    James Gautrey looks at why and how the IT world has changed in recent years and whether valuations have sufficiently improved to revisit the sector.

    • James Gautrey, Global Sector Specialist - Technology and Telecoms
    • 22 Jul 2014
  • Watch: 60 seconds on M&A activity

    Watch: 60 seconds on M&A activity

    Sue Noffke discusses the explosion of M&A activity in 2014.

    • Sue Noffke, Head of Prime UK Equity Team
    • 17 Jul 2014
  • Time to broaden horizons in Europe

    Time to broaden horizons in Europe

    After strong performance from value shares, Martin Skanberg explains why now may be the time to return to higher quality and more defensive areas of the market.

  • Watch: 60 seconds on self-driving cars

    Watch: 60 seconds on self-driving cars

    Katherine Davidson discusses the prospect of driverless cars becoming available on the mass market by 2020.

  • Schroders Quickview: Japanese growth on track despite weaker data

    Schroders Quickview: Japanese growth on track despite weaker data

    Data released over the past two days in Japan showed April retail sales dropped 13.7% from the previous month while inflation over the same period rose 3.2% from a year earlier.

  • Self-driving cars: closer than you think?

    Self-driving cars: closer than you think?

    The technology required for fully automated driving is moving at an impressive pace, and commercially viable highly-automated cars could be hitting the roads as early as 2020.

  • Indian value remains despite pre-election rally

    Indian value remains despite pre-election rally

    Ignoring the noise of the election outcome, Asia’s third-largest economy is still a compelling long-term story for investors.

    • Pankaj Murarka, Fund Manager, Indian Equities, Axis Asset Management on behalf of Schroders
    • 9 May 2014
  • Change for the better: Corporate governance in Japan

    Change for the better: Corporate governance in Japan

    Corporate governance in Japan is making progress. We look at why and how these changes can benefit investors.

  • Schroders Quickview: Cross-border stock trading bodes well for China reform path

    Schroders Quickview: Cross-border stock trading bodes well for China reform path

    Regulators in China today unveiled a pilot scheme that will allow cross-border stock investments between Shanghai and Hong Kong.

    • Louisa Lo, Head of Greater China Equities
    • 10 Apr 2014
  • Italian outlook brightens as reforms gain pace

    Italian outlook brightens as reforms gain pace

    After a long and painful recession, Italy has returned to growth and there are signs of a cyclical upturn in domestic demand.

    • Sam Twidale, Fund Manager, European Equities
    • 7 Apr 2014