Lead Portfolio Manager
In what is likely to be a volatile 2017 for markets, there should be plenty of opportunities for global stockpickers as the cyclical upswing continues.
As focus on climate change intensifies, portfolio carbon footprints can be a helpful tool for investors but may not provide a complete picture of future risks and opportunities
With the UN Climate Change Conference under way in Paris, Simon Webber discusses how investors can benefit from the drive to reduce global greenhouse gas emissions.
At the May 2015 Schroders Live event, the panellists struck an optimistic tone and found a number of reasons to be upbeat about both growth and equities, especially in Europe.
Within global equities, one of the key themes we see emerging in 2015 is a shift in focus of corporate Japan from stockpiling to distributing excess cash; a trend which may awaken income-seekers’ interest in the country.
US equities have enjoyed robust gains in recent years, but will the strength of the US dollar, lower commodity prices and cheaper valuations elsewhere mean that investors will find better value in in other international stock markets?