Wereldwijde markten - artikelenoverzicht
23 februari 2021
Ongekende monetaire en budgettaire stimulering en zicht op economisch herstel hebben ertoe geleid dat de aandelenmarkten wereldwijd positief gestemd zijn. Is hier sprake van zeepbelvorming vragen sommige beleggers zich al af. Ook de hoge inflatieverwachtingen beginnen zorgen te baren.
Via onderstaande links krijgt u toegang tot recent onderzoek en marktstudies van Schroders.
How Asian stock markets shook off the pandemic
Asian shares have benefited from the region’s effective handling of the pandemic, but what comes next?
Will pressure on Chinese tech firms spark renewed interest in value stocks?
Richly-valued tech stocks dominate emerging markets, but recent political pressure could see investors re-discover unloved parts of the market.
Four reasons why the odds are stacked against US equities
Non-US equities have underperformed for the past decade, but we may now have reached a turning point in this cycle.
The truth about growth and value performance
Not all growth stocks have been performing as well, nor value stocks as badly, as you might think.
Why lockdown winners are not vaccine losers
Online shopping isn’t the only consumer trend that will outlast the pandemic.
Why I can stomach higher equity valuations
Equity market valuations are underpinned by a few factors for now. It may be a different story in spring.
Are any stock markets cheap going into 2021?
Global stocks are expensive, on pretty much every measure, but there are some mitigating factors.
Monthly markets review - January 2021
An overview of markets in January when emerging market equities outperformed their developed market peers.
Meer recent onderzoek van Schroders vindt u hier.