Four points to note as resources rally on the ASX

Michael Collins

Little more than a year ago, the Schroders Australian Equities team were struck by how far material stocks had fallen as a proportion of the ASX's market cap. Even allowing for the fact that commodity prices and, in turn, minerals producers’ earnings oscillate, they thought valuation support justified a significant... Show More

2017 shapes as a pivotal year for the eurozone

Michael Collins

The eurozone crisis in 2017 enters its eighth year and issues are bubbling away that could turn into existential threats to the area. Among these potential market-moving crises, Italy’s banks are fragile to the point of systemic default, perhaps more so now that political uncertainty has intensified. Elections are due... Show More

Is the 35-year-old bond bull market over?

Michael Collins

Bond yields are rising, especially since the unexpected victory of Donald Trump in the US presidential election. Stuart Dear, Deputy Head of Fixed Income at Schroders, says the big question hovering over bond markets now is whether or not the recent drop in bond prices signals the end of the... Show More

Why the Trump-inspired rally in US stocks is fragile

Michael Collins

US stocks have surged to record highs since Donald Trump won the US presidential election. To justify these unprecedented levels, investors are making many assumptions on how the Trump era might manifest itself across politics, economics and ultimately returns. These assumptions include that Trump will prove more moderate in power... Show More

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