Market views

22NOV 2017

Markets

Yield curve flattening: overdone or more to come?

Investors often fear a flattening of the US yield curve as it tends to suggest a lower growth environment ahead. But we think quantitative tightening will likely have an unprecedented impact on the US bond market, just as QE did.

02NOV 2017

Markets

Metals, bitcoin bubbles, consumers: eight market charts from October

We round-up eight charts that caught our eye in October, including soaring palladium and bitcoin prices, consumer spending, changing China and sentiment.

01NOV 2017

Markets

The rise of young Asia: how millennials are transforming a region

We look at the huge shift of economic power towards a growing and increasingly wealthy Asian middle class, which - crucially - is both young and at ease with technology and rapid change.

OCTOBER

27OCT 2017

Markets

The headaches and the hope among top policymakers

IMF and World Bank meetings send a broadly optimistic message about the economic cycle.

25OCT 2017

Markets

What stockmarket valuations tell us about equities’ next move

At a time when the prices of everything keep going up, seeking a “margin of safety” is as important as ever.

17OCT 2017

Watch/Listen

60 seconds on the most attractive sectors in the UK

Alex Breese explains why financials and commodities are among the sectors that look attractive for UK equity investors.

13OCT 2017

Markets

Is high turnover inconsistent with being a long-term investor?

High portfolio turnover is not necessarily a bad thing; it’s important to take a pragmatic approach.

09OCT 2017

Markets

Will it be smooth sailing for markets until the end of the year?

At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.

06OCT 2017

Markets

Why high beer prices could give investors a hangover

Increased competition, high valuations and the return of inflation could spell trouble for food & drink stocks.

04OCT 2017

Markets

Is the emerging markets revival sustainable?

In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.