What’s behind market volatility in China? City Talk It’s been a rollercoaster week for Chinese stock markets. We explain why and get the views of Schroders’ experts Robin Parbrook, Maggie Zheng and David Rees. In the last week, equity markets in mainland China and Hong Kong Special Administrative Region have experienced a rout, and a subsequent rally in the past two days. At [...]
What impact is Covid-19 having on global economies and markets? City Talk The impact of the new coronavirus (Covid-19) pandemic continues to play out. The extent to which the virus will spread, both between and within countries remains unclear, and the duration and impact are highly uncertain. Sadly, the human impact continues to grow, and the virus has now claimed the lives of over 22,000 people, as [...]
Coronavirus: the investment impact in seven charts City Talk The spread of coronavirus, COVID-19, beyond China has created fresh uncertainty for the global growth outlook and sparked volatility in financial markets. Outbreaks in South Korea, Iran and Italy have raised concerns that the spread outside of China may be accelerating. We offer key facts on the spread of the virus, interspersed with views from [...]
Five charts that explain the case for emerging markets October 8, 2018 Investors generally understand the importance of emerging markets in terms of their economic impact but, perhaps due to lack of knowledge, often struggle to know how best to reflect this in their portfolios. Those investors have ignored what are some of the world's best-performing financial markets since the turn of the millennium. What is more, [...]
Ten events that could move stock markets in the final quarter of 2018 September 7, 2018 As many northern hemisphere investors get their feet back under their desks after the summer break, we look at the key events and themes likely to be on the agenda for September and the fourth quarter of 2018. 1) Global trade negotiations The US and China held fresh, and largely fruitless, trade talks in August. [...]
