Is the future still bright for the Super-7?
After a strong year for the big US technology stocks, investors will be wondering what the future holds. We see some challenges, but also reasons for optimism.
Why we’ve slashed our Chinese growth forecast
Economic forecasting can be a thankless task, and the latest round of revisions to our expectations for China came with a large portion of humble pie, says David Rees, Senior Emerging Markets Economist, Schroders
Has China finally slid into a debt/deflation spiral?
Although weaker Chinese domestic demand is causing concern, this may not be the start of a long-term economic depression, writes David Rees, Senior Emerging Markets Economist at Schroders.
How should investors respond to the stock market’s dwindling status?
Companies are abandoning the stock market in their droves, yet this is the main place where savers have put their money for long-term growth, says Schroders
How ESG missteps impact future performance
Research supports the view that companies that neglect stakeholders pose greater risks to investors. In this article, Katherine Davidson, Portfolio Manager and Global Sector Specialist at Schroders, expounds on the research and emphasises why 'corporate karma' is crucial for your investment returns.
What does faster EM growth mean for investors?
Relatively fast growth has in the past supported the outperformance of emerging market assets says David Rees, Senior Emerging Markets Economist, Schroders
Why 2023 is the year to go global for credit
Investors flocked into high-grade credit at the start of 2023, producing a broad-based rally on the back of hopes that central banks would soon start rein back interest rate rises says, Rajeev Shah, Global Credit Strategist at Schroders.
Four “flavours” of value for equity investors
Value stocks can be found in many areas of global equity markets, but four areas in particular are catching our attention says Simon Adler, Fund Manager, Equity Value at Schroders.
Regime shift: investing into the new era
As this economic cycle ends, we shouldn’t expect to see the patterns of the past decade repeated says, Azad Zangana, Senior European Economist and Strategist at Schroders.
Economy – Forget soft landings – how much of a recession...
Since the last interest rate move by the Federal Reserve (Fed) on 27 July, investors have taken a more optimistic view of when the...
