January 24, 2020
Europe does have cutting edge tech companies that are crucial not only to the functioning of our existing devices (such as smartphones) but also to the development of new technologies in the automotive sector and the internet of things.
January 17, 2020
A look back at markets in Q4 2019 when shares were supported by optimism over the prospects for a US-China trade deal. The geopolitical risks that dominated markets for much of 2019 faded in Q4, helping global equity markets to post gains.
January 10, 2020
January 3, 2020
December 31, 2019
December 27, 2019
Summing up the outlook for 2020, Schroders’ CIO thinks that superficially, overall market valuations look uninteresting. But dig a little deeper and there may be reasons for active investors to be enthusiastic about 2020.
December 19, 2019
December 13, 2019
December 6, 2019
November 27, 2019
November 22, 2019
November 15, 2019
The first release of UK GDP for the third quarter shows the economy avoided a technical recession. Real GDP growth was 0.3% quarter-on-quarter compared to -0.2% in the second quarter, although the latest figure did disappoint consensus expectations of 0.4%.
November 8, 2019
November 1, 2019
The US Federal Reserve (Fed) has cut rates by 25 basis points to take the target for the federal funds rate to 1.50%–1.75%. But in his press conference, Fed chair Jerome Powell indicated that the bar to further easing had been raised and would require a “material reassessment” of the economic outlook.
October 25, 2019
October 18, 2019
October 11, 2019
October 4, 2019
September 27, 2019
Office space provider WeWork has generated headlines recently with its plans to list on public markets. While the listing has been abandoned amid doubts over governance and valuation, we see the company as a significant disruptor of the office market across global cities. In fact, we think WeWork’s impact on how people work could be comparable to Amazon’s impact on how people shop.
September 20, 2019
September 13, 2019
September 10, 2019
September 6, 2019
September 4, 2019
Investors are increasingly being drawn to smaller companies due to their ability to navigate the growing theme of disruption. Small capitalisation stocks, or small caps, can offer the potential for higher returns compared with investing in larger companies, although they are not without risks. As with all equities, investors may not get back the amount they originally invested.Investors are increasingly being drawn to smaller companies due to their ability to navigate the growing theme of disruption.
August 30, 2019
The auto industry is unloved. Investors worry that profits have peaked, given a sustained period of over-supply and as vehicle demand slows into weaker economic growth. Meanwhile, it’s becoming increasingly important for car makers to invest if they want to remain relevant in a world of electric vehicles and autonomous driving.
August 22, 2019
Disappointing GDP data shows the UK economy contracted in the second quarter and raises the risk of the country entering a technical recession.The UK economy contracted by 0.2% in the second quarter, following 0.5% growth at the start of the year.
August 8, 2019
Like Brazil last week, India’s central bank surprised markets with a larger-than-expected cut, easing by 35 bps to take the policy rate to 5.4%. The accompanying statement was also rather dovish in tone and suggested more cuts to come. This month’s rate cut had been flagged at the previous meeting, the new governor’s first, which also delivered a rate cut.
August 5, 2019
Boris Johnson has won the Conservative Party leadership contest to succeed Theresa May as prime minister. The former Foreign Secretary and Mayor of London beat Jeremy Hunt, the current Foreign Secretary by a wide margin: 66% to 34% of the votes. From the outset, Johnson must navigate a deeply divided party, and a shrinking majority in parliament. In his campaign, he promised to use a no-deal exit from the EU as a real threat to gain leverage in negotiations.
