Equities

  • Outlook 2015: Multi-Manager

    Outlook 2015: Multi-ManagerNEW

    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.

  • Schroders Quickview: Market setback provides opportunity

    Schroders Quickview: Market setback provides opportunity

    There has been a substantial increase in volatility over recent weeks caused by a number of different factors which have significantly impacted investor sentiment. European equities have declined by almost 15% since mid-September and we would like to highlight this setback as a buying opportunity.

  • Watch: Allan Conway on the outlook for emerging markets

    Watch: Allan Conway on the outlook for emerging markets

    In the final part of our new series of videos looking at the market climate, Head of Emerging Market Equities Allan Conway discusses the outlook for emerging markets.

  • Onwards and upwards: Japanese corporate earnings

    Onwards and upwards: Japanese corporate earnings

    Despite weak economic data in Japan, companies' profits continue to grow.