UK

11APR 2018

Markets

Is the FTSE 250 overlooked and misunderstood?

At a time when pessimism towards UK equities is entrenched investors are overlooking the diversity and resilience of mid cap companies.

04APR 2018

Markets

Markets in March: six charts of the month

Facebook, Chinese trade, unemployment and out-of-favour UK all feature in the six charts that caught our eye last month.

MARCH

29MAR 2018

Markets

FTSE 100's 8% fall: why such a bad start to the year?

The FTSE 100 has suffered its worst first quarter since 2009 making the UK the worst performer of 23 developed markets. We examine sector performance and explain the reasons why.

28MAR 2018

Markets

Harnessing the information revolution

Modern fund managers are faced with a flood of data that can be analysed in ways unheard of 30 years ago. If they want to stay ahead of the game, they need to channel this deluge and harness its power to generate alpha in new ways.

19MAR 2018

Markets

Why UK-focused stocks look their cheapest in a decade

Uncertainty around Brexit means UK shares have rarely been as unfashionable. The negativity may be overdone.

13MAR 2018

Economics

UK chancellor sees (dim) light at end of tunnel

Quickview: There was some cautiously positive news in the chancellor's Spring Statement, but he did not mention that the UK is currently the weakest economy in the G7.

13MAR 2018

Economics

Why we don't expect a UK interest rate rise until November

After hawkish comments from the Bank of England the market priced in a May rate rise. Schroders economists don’t expect the next increase until November.

FEBRUARY

09FEB 2018

Economics

BoE: earlier and greater interest rate rises on the horizon

UK policymakers are concerned about inflation despite weak growth; we now forecast a November rate hike.

05FEB 2018

Markets

What has driven stockmarket returns and what will drive them in future?

While the equity markets of various countries and regions have performed very similarly over the past three years, the components of returns have been very different

JANUARY

26JAN 2018

Economics

UK growth edges higher, but BoE likely to hold

Quickview: Despite a pick-up in growth in Q4, annual GDP growth decelerates to its lowest rate since 2012.