How would a Macron presidency in France affect equities, the ECB, Brexit negotiations, and more? At our latest Schroders Live event Keith Wade and Martin Skanberg discussed some of the big issues facing Europe and its markets right now.
It’s not too late to get on board the value rally, according to a panel of Schroders fund managers, and a renewed focus on investment styles is here to stay.
In this monthly summary of our views on the global economy, we discuss the impact of populist policies on markets, political risk in France and the recent upswing in global trade.
Concerns about the impact of Brexit and President Donald Trump’s populist policies on growth have been swept aside and growth forecasts are now likely to be upgraded
Rory Bateman discusses key themes in European equities, including the rotation towards value, prospects for corporate earnings, and the investment implications of a Donald Trump presidency.
In this month's infographic we investigate global growth and the risks presented by a Trump presidency, how higher inflation could dent European growth and why emerging markets continue to push onwards and upwards.
After several years of a persistently low growth environment, a renewed focus on fiscal policy in 2017 could revive hopes of stronger economic expansion.