07MAR 2017


Monthly markets review - February 2017

An overview of markets in February 2017 when equities drew support from generally improving macroeconomic data.

02MAR 2017


India's domestic story stands out amid mixed Asian picture

Some readers will be aware of our thoughts on China and its credit-fuelled investment bubble. But it’s not all doom-and-gloom in Asia, with India a case in point.


28FEB 2017


City smog is flipping the switch to electric vehicles

Climate change isn’t just about the weather, air pollution poses immediate and serious health problems. We look at how cities are trying to clear the air.

28FEB 2017


Oil companies - throwing cash into the wind?

Oil companies might seem an odd place to look for renewable energy investment, but oil majors are increasingly throwing their financial weight behind clean energy.

27FEB 2017


Which sectors could benefit as inflation heats up?

Banks were the initial beneficiaries as inflation began to re-emerge but other sectors also offer attractive opportunities.

24FEB 2017


What will drive UK equities this year?

In his latest overview of UK equities, David Docherty discusses the issues likely to affect the stockmarket this year, including Brexit, US and European politics, and China.

17FEB 2017


Could sugar be the next big issue for investors?

In this video Schroders' ESG analyst Elly Irving looks at sugar as an investment issue and whether it will be the catalyst to turn big food into the next big tobacco.

14FEB 2017


Abe-Trump meeting positive for Japan

The meeting between the Japanese and US leaders was more amicable than many expected, leaving the serious battles to be fought another day.

07FEB 2017


Fading anti-corruption measures could add boost to China recovery

Our recent trip to the country meeting companies revealed that the impact of the anti-corruption drive may have been underestimated by investors, and so too might the impact it will have as it fades.

06FEB 2017


Monthly markets review - January 2017

A look back at markets in January 2017 when US equities hit fresh highs but other regions were more mixed.