The European Central Bank’s massive quantitative easing programme is likely to lead to an across-the-board re-rating of eurozone equities, with cyclical stocks emerging as the greatest beneficiaries, according to Schroders.
Tag: Schroders
RHB AM offers dividend-focused feeder fund
RHB Asset Management has launched a dividend-focused feeder fund, which aims to invest in high yielding stocks and contain downside risk during volatile market conditions.
European stimulus implications for markets
What will be the impact of the ECB’s massive stimulus programme, which is about twice the size expected by the market consensus, on various asset classes? Five fund houses weigh in.
China market a bubble waiting to burst
The Chinese A-share market is a bubble waiting to burst, according to Schroders head of Asian equities in Singapore.
Swiss equity volatility Schroders
Last week’s move by the Swiss Central bank to break its currency peg to the euro has resulted in volatility in local stocks, but this does not impact the long-term investment opportunities available in Swiss equities, said Stefan Frischknecht, fund manager at Schroders.
Swiss equity funds hit on Swiss bank Franc move
The Swiss Central Bank’s exit from the euro peg was like “ripping the lid off a pressure cooker” when an intermediate solution would have been more sensible, said Simon Cox, investment strategist at BNY Mellon Investment Management.
HK fund body positive on Stock Connect
A majority of fund houses in Hong Kong intend to use the Stock Connect in 2015 to access the China A-share market, according to a survey by the Hong Kong Investment Funds Association.
Managers eyeing opportunities in Japan in 2015
Eastspring, Schroders, Pinebridge and Neptune are among the asset managers aligned in their bullish views on Japan in 2015, citing further improvements in corporate sector earnings on the back of the continued weakening of the yen.
Franklin Templeton plucks Schroders exec
Franklin Templeton Investments has appointed Alan Young to head its institutional business in Greater China.
Schroders on China 2015
China’s economic growth is seen moderating further, but long-term opportunities are present across a variety of industries particularly driven by the consumption theme, said Louisa Lo, head of Greater China equities at Schroders.
