Matt Hudson, Head of Pan-European Business Cycle, explains the shift we are beginning to see in equity markets to focus on companies with interesting valuations and the potential to offer good yields and dividend growth.
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.
We are unconcerned by a single negative reading of -0.1% from UK annual consumer price inflation and expect to see higher inflation as 2015 progresses.
Unsurprisingly, the UK election result has been taken well by the UK equity market and in the short-term provides businesses with a stable political and legislative background in which to invest for the future.
As results continue to roll in for one of the most unpredictable UK general elections of all time, it appears that the polls were wrong over the closeness of the race for Number 10 and investors are likely to respond positively to the news.
Marcus Brookes, Head of Multi-Manager, explains why interest rates rises in the US and the UK will likely be delayed in 2015, and what impact that will have for mortgage holders.
The living wage is gaining momentum in the UK. We look at its costs and benefits, which sectors have the most exposure to the issue and the impact of its implementation on corporate margins.
Schroders Research Analyst Charlotte Morrish sees falling inflation as a positive for UK domestic demand as consumers reap the rewards of falling energy costs.
In this infographic see how the entry of Hikma Pharmaceutical will represent a further shift in the make up of the UK's benchmark index, when the FTSE 100 reshuffle takes effect on Monday 23 March.