Commodities

JUNE

30JUN 2016

Brexit

What does Brexit mean for gold?

Gold is on a path back from being a forgotten asset to a core allocation in a deeply uncertain world. Brexit exacerbates trends already firmly in place.

MAY

27MAY 2016

Markets

Commodities: the bear market is over

We believe the majority of commodities have bottomed, heralding the start of a new bull market.

05MAY 2016

Markets

Three investment conclusions from Leicester City’s first Premier League title

Leicester City's 5000-1 English Premier League triumph has shown investors the value of defeating the behavioural bias of loss aversion.

04MAY 2016

Watch/Listen

60 seconds with James Barrineau on whether Brazil’s recovery is sustainable

The storm engulfing Brazil’s government has provided a catalyst for a strong rebound in the country’s assets, but are the raw materials in place for a longer-term recovery?

APRIL

28APR 2016

Markets

Schroders Quickview: Bank of Japan surprises markets with inaction

The Bank of Japan’s regular policy meeting ended in Tokyo on Thursday with the policy committee deciding to take no action.

28APR 2016

Markets

Schroders Quickview: Fed keeps rates on hold, but for how much longer?

The US Federal Reserve (Fed) kept interest rates unchanged between 0.25% and 0.5% for the fourth consecutive month, but how much longer can the Fed hold off raising rates?

27APR 2016

Watch/Listen

Watch: Loss aversion and Leicester City's chase for the Premier League title

As Leicester City close in on the English Premier League title, we take a look at how behavioural psychology affects their challenge and what investors can learn from it.

25APR 2016

Markets

What can investors learn from Leicester City’s chase for the Premier League title?

Leicester City has surprised everyone by challenging for the English Premier League title, but what does the club's fortunes reveal about behavioural psychology and how does that relate to investing?

21APR 2016

Markets

Why now is not the time to follow the herd

Multi-Manager fund manager Joe Le Jéhan argues that it’s not time to be following market consensus as the first quarter of 2016 has cast doubts over a number of widely-accepted themes.

08APR 2016

Global Market Perspective

Q2 2016

Economic and asset allocation views covering Q2 2016. This includes our global growth update, 30-year return forecasts, and our research note assessing the risk of a US recession.