The Week: How should investors play the recovery?
With cases rising, economic recovery looks some way off, but investors should prepare for a best-case scenario as well as a worst-case scenario.
21st Oct 2020
UK equity market review: UK retail sales plunge
UK share prices continued to rally during May as investors became more hopeful that the lockdown would lift, and the economy could restart.
10th Jun 2020
The Week: The UK continues its unloved status
As Valentine’s Day approaches, the UK still can’t find many suitors. The post-election bounce has ebbed and investors are looking at the Brexit negotiations with trepidation.
12th Feb 2020
Global update: Brexit takes a back seat
Although politics continued to dominate newsflow and sentiment in the UK during November, Brexit was superseded by the General Election as the focal point.
10th Dec 2019
Fidelity International | Grocery retail: the next frontier for China e-commerce
Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, compares China’s traditional wet markets to ultra-modern supermarket grocery deliveries and examines the perceptions of customers usin...
21st Oct 2019
UK equity market review: Sterling falls on no-deal speculation
Sterling fell sharply against the US dollar and euro during July as the prospect of a no-deal Brexit began to appear increasingly possible.
19th Aug 2019
The Week: China GDP: time to panic?
There was much hand-wringing this week as China announced the slowest growth in almost 30 years. Should investors be worried?
18th Jul 2019
UK equity market review: Political distraction
Three years on from the Brexit referendum – and three months after the Brexit deadline was extended – the issue of Brexit remained unresolved.
10th Jul 2019
UK equity income market review: Brexit drives up equity yields
UK share prices fell during May as Prime Minister Theresa May announced that she would be standing down.
12th Jun 2019
UK equity income market review: “Hope dies last”
Having tried – and failed – to get her Brexit deal through the House of Commons three times, Prime Minister Theresa May was obliged to seek an extension to the Article 50 process.
17th Apr 2019
Schroders | When generalisations can be dangerous
Tom Walker, Co-Head of Global Real Estate Securities, covers the team's approach to the less popular subsector of retail and how the fund's retail holdings are maintaining relevance. Tom also discusse...
15th Apr 2019
UK equity market review: The Brexit deadline looms
The UK ended February with the question of Brexit still unanswered. The month was dominated by political newsflow as concerns over Brexit were compounded by the resignation of eleven MPs.
6th Mar 2019
Schroders | Schroder Global Cities Real Estate: Is retail still a viable investment option?
Tom Walker, Co-Head of Global Real Estate Securities, provides a quarterly update on the real estate market, with a focus on why the team still holds some retail in the fund.
11th Oct 2018
The Week: Is there any hope for the High Street?
t was another grim week for the UK high street. M&S looks set to tumble out of the FTSE 100 as it announced falling profits.
24th May 2018
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