Market views

20MAR 2018

Fixed Income

Themes we are watching in global credit

The scope of the global corporate bond universe can be a daunting prospect; identifying key investment themes is one way to navigate this landscape and make good investment decisions.

15MAR 2018

Equities

Is a pivotal change in the Chinese economy hiding in plain sight?

With China’s economy quietly entering a new era, there has arguably never been a more exciting time to be a stockpicker in Asia.

01MAR 2018

Multi-Asset

Six market charts that matter: Italy's problems, Greek bonds, the Vix spike

From Italian elections to tech startups - we round up some of the charts that caught our eye in February.

FEBRUARY

15FEB 2018

Equities

Where next for markets as Europe moves from recovery to expansion?

Can Europe’s economic momentum continue and how will tighter monetary policy affects investments?

13FEB 2018

Fixed Income

How rising interest rates have affected returns from bonds

Schroders research, covering four decades of data, shows how different types of bond have performed when rates were rising.

06FEB 2018

Equities

S&P's 4% fall: How the stockmarket has performed after big one day losses

The S&P 500 fell more than 4% on Monday, prompting the question: what next? We examine the history of sharp one-day falls.

02FEB 2018

Multi-Asset

Six charts of the month: Trumponomics, Putin, bond yields

Tax cuts, Treasuries, the Russian election and recycling all feature among the charts that caught our eye in January.

JANUARY

31JAN 2018

Equities

European tech stocks: no FANGs but plenty of bite

Europe may lack well-known tech giants but its industrial heritage, combined with emerging technologies, should mean it is well-placed for the next wave of innovation.

18JAN 2018

Equities

A year of President Trump: seven charts that reflect market reaction

It has been a year since Donald Trump’s presidential inauguration. We take a look at how financial markets have performed.

2017

DECEMBER

21DEC 2017

Equities

Which of the major stockmarkets are 'cheap' going into 2018?

We use five measures to value global stockmarkets and offer a colour-coded table to reflect value.