UK interest rates rise for the first time in a decade

The Bank of England (BoE) raised UK interest rates for the first time since July 2007. The base rate has increased from 0.25% to 0.5%, but we do not believe this necessarily marks the start of an imminent tightening cycle… Although today’s is first interest rate hike in over a decade, the forward guidance provided … Continue reading “UK interest rates rise for the first time in a decade”

What stockmarket valuations tell us about equities’ next move

The world is, seemingly, in a bull market in everything. Just take a few headlines from this month alone: US stocks, already at all-time highs, hit a sixth consecutive closing high, which is the first time that has happened for 20 years. In debt markets, Ireland issued a bond with a negative yield, which means … Continue reading “What stockmarket valuations tell us about equities’ next move”

Brexit: One year on

On the first anniversary of the historic vote to leave the European Union, a panel of Schroders’ experts look at the impact the referendum has had on the UK from an economic, fixed income and equity perspective.  When the result of the UK’s EU referendum confirmed that the UK had voted to leave, markets were … Continue reading “Brexit: One year on”

Which stockmarket sectors have performed best over two decades?

We look at which UK stockmarket sectors could have grown your money the most over the last 20 years, and what their valuations are telling us now. When the stockmarket rises and falls the sectors within it can move very differently, especially in the short-term. Perhaps the best example was the dotcom boom and bust, … Continue reading “Which stockmarket sectors have performed best over two decades?”

Sterling remained under pressure in October

Sterling remained under pressure in October amid ongoing nervousness about the UK’s Brexit strategy. The pound reached its lowest level against the US dollar for thirty years and its lowest level against the euro since 2011. During the month, Prime Minister Theresa May confirmed that she intends to invoke Article 50 and start the process … Continue reading “Sterling remained under pressure in October”