April 2016

Opinion Bank of Japan surprises markets with inaction

According to Nathan Gibbs, Japanese Equities portfolio manager at Schroders, regardless of the actual level of interest rates or details of policy, the main issue around today’s Bank of Japan decision is one of (...)

March 2016

Opinion Draghi fires bazooka, but we are still waiting for the cavalry

According to Keith Wade, Economist and Head of strategy at Schroders, Mario Draghi succeeded in surprising markets with his latest salvo, but needs the support of governments and fiscal policy to win this fight.

February 2016

Opinion Japanese stocks look oversold

According to Shogo Maeda, Head of Japan Equities, despite the recent volatility, Japanese companies’ prospects continue to look bright.

February 2016

Opinion Japan steps up currency war

According to Keith Wade, Chief Economist & Strategist at Schroders, despite the market reaction, this move comes out of weakness and also raises the risk that China may retaliate with a further depreciation of its currency. If so, we will have entered a new phase in the (...)

September 2015

Opinion European equities could provide haven amid global uncertainty

Given recent equity market volatility, now is an opportune moment to re-assess our view of European equities for the remainder of this year and into 2016. We continue to believe European equities offer almost ‘safe haven’ status in a world of increasing economic (...)

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