These six charts caught our attention in July August 2, 2017 Safe as houses In the UK, house price growth began to slow noticeably last year when stamp duty on buy-to-let and second homes increased. The slowdown continued after the announcement that the UK would be leaving the EU. Perhaps surprisingly, London has been hit harder than the rest of the UK. UK growth is sluggish [...]
Seven investment charts that caught our eye in June July 6, 2017 Schroders Investment Communications team highlights charts they found interesting this month. Mid-year markets Schroders' team of economists put together a handy summary of how various asset classes and markets have performed as we reach the middle of the year. Looking at broad asset classes, equities have been the best to be invested in, while commodities [...]
What Macron’s victory means for investors: seven questions answered April 25, 2017 Stock markets surged and bond yields fell sharply following the results of the first round of the French election. Former economy minister, Emmanuel Macron, finished in first place with 23.9%, ahead of anti-EU candidate Marine Le Pen with 21.4%, making him easily favourite for the second round due to be held on 7 May. Gains [...]
Which markets are cheap? April 6, 2017 If the fund managers we spoke to in our recent article “has the value ship sailed” are right, and the rally in value-style stocks has further to run, then where are the market areas they think are cheap right now? Japan, Europe and Asia, as well as banks and high yield bonds, are all in [...]
The stock market ‘value’ rally: how far will it go? April 5, 2017 Until 2016 it had been nearly 10 years of plain sailing for growth stocks and the value investment style had been left in its wake. In 2016, however, the tide began to turn, shown on the right-hand side of the chart below. The MSCI World Value Index rose 12.3% over the calendar year in dollar [...]
What next for price of gold? March 31, 2017 Is now the time to be investing in gold? With inflation on the rise and political risk high opinion is divided. Here, we explain the basics on gold pricing and ask fund managers who specialise in the commodity to share their views. Gold, one of the oldest known metals, was revered by all the great [...]
