April 1, 2020
The Impact of The Coronavirus on Dividends
As UK banks temporarily suspend all dividend payments, we discuss the effect coronavirus could have on a vital source of income for investors.
March 27, 2020
How Coronavirus is Turning the Spotlight on Sustainable Investing
Coronavirus Daily Focus: The unrelenting march of the coronavirus reminds us that environmental and social problems are increasingly clear financial risks that investors need to manage appropriately.
March 20, 2020
COVID-19: The Technology Test for Businesses
Technology will help many companies deal with the coronavirus. But Schroders’ Chief Executive Peter Harrison thinks the company’s culture and the relationship it develops with its workforce is of equal importance.
March 13, 2020
Which Stock Markets Look “Cheap” After the Coronavirus Shock of Early 2020?
Markets have been deeply shaken by the spread of Covid-19 and the recent oil price shock, but opportunities might be emerging after the sell-off.
March 10, 2020
Value Investors: Why Are They So Calm in a Crisis?
March 6, 2020
How Stock Markets Perform After Heavy Falls
February 28, 2020
What Are Data Centres And Why Are They So Important?
With businesses increasingly dependent on the internet, data centres are a vital component of the global economy, opening up a number of investment opportunities. In today’s digital world, data centres are becoming an essential part of life.
February 21, 2020
Why Global Cities Could Be More Valuable Than High-Performing Tech Stocks
We believe that the most successful global cities operate in exactly the same way as the FANGs. Modern economies are now driven by innovation rather than heavy industry and manufacturing.
February 14, 2020
Environmental Initiatives Boost Stockholm’s Global Cities Index Rating
With a strong economy and commitment to reducing its environmental impact, Stockholm is the first Scandinavian city to make the top 30 of Schroders’ Global Cities Index.
February 7, 2020
Is the Eurozone Turning Japanese?
Recently, many observers have compared Europe to Japan. They point to the region’s lack of growth, its flirtation with deflation and negative interest rates as evidence that the Japanification of Europe is inevitable.
January 31, 2020
Seven Reasons Why London Will Thrive Regardless of Brexit
With a diverse economy, highly skilled workforce, wide tourist demand, world-class universities and cultural appeal, London will not only survive Brexit, but will continue to thrive.
January 24, 2020
How Europe’s Tech Sector is Hiding in Plain Sight
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
Quarterly Markets Review – Q4 2019
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
What the Return of Middle East Tensions Could Mean for Markets
January 3, 2020
Why Solar Energy’s Prospects Look Bright For 2020
December 31, 2019
Outlook 2020: Income
December 27, 2019
Why Investors May Need to Dig A Little Deeper In 2020
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
Is The “Santa Rally” Real?
December 13, 2019
Climate Disruption: The New Normal
December 6, 2019
Outlook 2020: Global Bonds
November 27, 2019
Are We Witnessing the US Dollar’s Fall From Grace?
November 22, 2019
Who’s Buying UK Shares And What Does It Tell Us?
November 15, 2019
UK Economy Rebounds To Avoid Recession
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
Some Inconvenient Truths About Income
November 1, 2019
Fed Hits Pause, For Now
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
How Might EM Investors Benefit From The Continued Opening Up Of China’s Capital Markets?
October 18, 2019
How Damaging Are The Latest Interest Rate Cuts For European Banks?
October 11, 2019
Quarterly Markets Review – Q3 2019
October 4, 2019
How Might The UK Economy React To Different Brexit Scenarios?
September 27, 2019
Could WeWork Disrupt Offices Like Amazon Disrupted Shopping?
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.
