The recent negative view of Japan is blurring the outlook for equity investors, but once the current uncertainty clears we see a positive outlook for Japanese equities.
2016 has seen tentative signs of a pick-up in inflation, particularly in the US, but should investors start to balance their portfolios towards the beneficiaries of inflation?
Marcus Brookes discusses why he believes the US economy is in good health and a Christmas interest rate rise could be on the cards.
Rory Bateman discusses the main drivers behind his bullish assessment on the outlook for European equities including benign monetary policy and improving earnings for European corporations.
2015 has been a good year for investors in the Japanese stockmarket, but in this video fund manager Andrew Rose looks at whether the recent volatility in global markets might signal the end of the rally in Japanese shares.
Martin Skanberg, European Equities Fund Manager, provides an update on eurozone companies, identifying the key drivers supporting an attractive outlook.
Schroders Head of Emerging Market Equities Allan Conway discusses why he remains optimistic over the outlook for emerging markets despite recent volatility induced by worries over China.
Schroders August 2015 economic infographic looks at the problems facing China's policy makers following the equity boom and bust, the political risk in Europe shifting to Iberia, and storm clouds lifting over the global economy.
The Chinese stockmarket has been hit by a significant correction after a meteoric rise. Marcus Brookes, Head of Multi-Manager, takes a look at what triggered the gains and the subsequent weakness.