Equities

02DEC 2016

Markets

Outlook 2017: Japanese equities

In common with other equity markets, the outlook for Japan in 2017 has become slightly more complicated following the US presidential election.

01DEC 2016

Markets

The '75%' chance that the Santa Rally exists

Stockmarket superstitions should be treated with caution. However, analysis of decades of data suggests December has normally been a good month for equities.

01DEC 2016

Markets

Outlook 2017: European equities

2017 could be a volatile year for European equities but this can create significant investment opportunities, particularly as earnings look poised to improve.

NOVEMBER

28NOV 2016

Markets

How to prepare your portfolio for inflation

Inflation may finally be returning to Western economies, aided by the “Trumpflation effect”. We explain why, and highlight how investors can protect themselves

28NOV 2016

Markets

Can the emerging markets revival continue?

Our panel of experts reflect on the revival seen in emerging markets this year, and discuss whether it is set to continue in 2017 in the wake of the recent US presidential election result.

25NOV 2016

Markets

Where are the post-Brexit opportunities in Europe?

Schroders experts discuss the outlook for Europe and their best investment ideas for 2017.

23NOV 2016

Markets

How will Trump’s presidency affect Asian trade?

Beyond the near-term noise, we don’t think we are going to see a transformational upheaval in trade in Asia.

18NOV 2016

Markets

One week on: how the market changed its tune on Trump

These five charts illustrate how the market’s attitude has softened towards Donald Trump’s win, but how long will it last?

18NOV 2016

Markets

Postcard from... the Philippines: assessing the Duterte effect

We visited the Philippines to meet with companies and look at how the darling of the Asian growth story is holding up after the election of its president dubbed “Duterte Harry”.

09NOV 2016

Markets

Trump election victory: the view from our equities teams

Following Donald Trump’s presidential election triumph, we round up the responses of our equities desks.