Equities

06NOV 2017

Economics

The acid test of active asset management

Active managers are more likely to outperform in certain market conditions, but our research finds that there is also a group that can outperform whatever the weather.

02NOV 2017

Economics

Metals, bitcoin bubbles, consumers: eight market charts from October

We round-up eight charts that caught our eye in October, including soaring palladium and bitcoin prices, consumer spending, changing China and sentiment.

01NOV 2017

Economics

The rise of young Asia: how millennials are transforming a region

We look at the huge shift of economic power towards a growing and increasingly wealthy Asian middle class, which - crucially - is both young and at ease with technology and rapid change.

01NOV 2017

Global Investor Study

Investors expect returns of 10.2% with millennials hoping for more

Investors expect annual returns of more than 10% over the next five years, with millennials looking for nearly 12%.

01NOV 2017

Global Investor Study

Investing is prioritised over property and savings

Investors prioritise investing over saving, spending or paying down debts, a major new study has found.

OCTOBER

30OCT 2017

Economics

Do, or do not. There is no try.

Global leaders will meet in Bonn next month to discuss global progress in addressing the causes of climate change. Few commentators expect too much from the event.

25OCT 2017

Economics

What stockmarket valuations tell us about equities’ next move

At a time when the prices of everything keep going up, seeking a “margin of safety” is as important as ever.

23OCT 2017

Economics

Our investor polls reveal the market and macro themes to watch

At the Schroders Investment Conference Madrid 2017, delegates from around the world revealed their market and economic views in a series of polls.

17OCT 2017

Watch/Listen

60 seconds on the most attractive sectors in the UK

Alex Breese explains why financials and commodities are among the sectors that look attractive for UK equity investors.

16OCT 2017

Economics

China’s Communist party congress: what investors should expect

The 19th National Congress of the Communist Party of China begins on Wednesday. Will President Xi Jinping stick or twist on the country’s economic policy, and what might it mean for markets?