Simon Webber

Lead Portfolio Manager

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Markets

05DEC 2018

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

Markets

04DEC 2017

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2016

DECEMBER

06DEC 2016

Markets

Outlook 2017: Global equities

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.

2015

DECEMBER

16DEC 2015

Markets

How useful is portfolio carbon footprinting?

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 

08DEC 2015

Markets

How can investors benefit from climate change action?

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.

MAY

21MAY 2015

Markets

Schroders Live reveals European optimism

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.

20MAY 2015

Markets

Is Japan abandoning its cash conservatism?

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.

FEBRUARY

26FEB 2015

Markets

Has the outperformance of US equities reached a tipping point?

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?