Alpha Equity

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Markets

26MAR 2019

Death of the High Street? Why we’re still backing UK retail

If you want to gain an investment edge with UK retail stocks then its imperative to look beyond the headlines.

Thought Leadership

15MAR 2019

2019

FEBRUARY

26FEB 2019

Thought Leadership

The unforeseen consequences of alternative equity index ETFs

Exchange-traded funds (ETFs) have democratised alternative approaches to passive equity investing. However, the shift in investor preference for alternative index strategies over broad market strategies may be storing up trouble.

20FEB 2019

Markets

Are investors too pessimistic on European shares?

Some European markets seem priced for recession but economists still forecast growth for the region in 2019.

08FEB 2019

Markets

Five charts to gauge the environment for equities

Judging the end of the market cycle is difficult. Here, Schroders fund managers - including Nick Kirrage, Nick Kissack and Alex Breese - discuss charts that have caught their eye.

04FEB 2019

Thought Leadership

Man or machine - who’s really driving your portfolio?

In focus: As interest in artificial intelligence increases, attention has turned to the possibility of its application to the asset management industry.

2018

DECEMBER

19DEC 2018

Markets

Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.

13DEC 2018

Markets

Outlook 2019: US equities

We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.

07DEC 2018

Markets

Outlook 2019: Asian ex Japan equities

A tumultuous 2018 has left Asian equities significantly cheaper and presenting selective opportunities, but investors need to tread carefully. Four of our Asian equity managers explain why.