Top five investment risks for 2020: What they said at Davos and how they’ve changed in a decade January 24, 2020 As recently as ten years ago the environment didn’t register in the top risks for discussion at the World Economic Forum. Now it dominates. This has important implications for investors. This week the annual World Economic Forum (WEF) is taking place in Davos. Attendees include leaders from the worlds of politics and business who meet [...]
A third of investors expect annual returns of 10% to 19% – why so optimistic? March 16, 2018 The Global Investor Study carried out by Schroders in 2017 found that investors’ expectations of returns are high. More than a third were looking for a return of 5-9% per annum, over the next five years, while 31% expected 10-19%. Those investors looking for income have similarly high targets, with our 2016 study finding that [...]
Why companies that cut their dividend can be attractive income investments February 20, 2018 An important part of income investing is receiving dividends. A dividend is the portion of a company’s profits that is returned to shareholders. The payment of dividends is an incentive to own shares in stable companies. Often, companies paying attractive dividends will be those that no longer benefit from reinvesting their profits, whereas companies with [...]
Where next for markets as Europe moves from recovery to expansion? February 16, 2018 Market volatility rose at the start of February against a backdrop of strong economic data, causing many investors to question whether the bull-run for the stock market was over. Can Europe’s economic momentum continue and how will tighter monetary policy affects investments? At the 2018 Schroders Investment Conference investment experts discussed the economic outlook for [...]
Is it worth investing in European stock markets? June 9, 2017 Eurozone equities have made strong gains in 2017. The eurozone stock market, as measured by the MSCI EMU index, has returned 11.9% in the year to 31 May. Reduced political risk A large part of the reason for Europe’s recent gains is that investors are less worried about political risk. At the start of the [...]
UK general election: what a hung parliament means for markets June 9, 2017 The UK general election has resulted in a hung parliament, with no party commanding an overall majority. The Conservatives have emerged as the largest party and will likely seek to form a minority government. The result is unexpected. Polls during the election campaign had generally pointed towards a comfortable Conservative majority. Our panel of investment [...]
The road to Brexit: what next for shares, sterling and property? March 9, 2017 The UK government is expected to trigger Article 50 by the end of this month, signalling the start of a two-year process that will see the country leave the EU. The Brexit process started on 20 February 2016 when then Prime Minister David Cameroncalled a referendum on the UK’s membership of the EU. The [...]
