investing

Can investors bring improved health and wellness to emerging markets?

Impact investing: companies providing health and wellness products and services can make a positive impact on people in emerging markets. Impact investing incorporates dual goals of generating positive contributions to society and the planet, as well as attractive financial returns. We believe this is achieved by investing in the shares of companies which, as well…

An investors guide to dissecting supply chain disruption

We are now over two years into the pandemic and the world is still battling supply chain disruptions that are being amplified by the war in Ukraine and COVID-related lockdowns in China. Investment Director Catherine Yeung and Head of Asian Fixed Income & Hong Kong Investments Marty Dropkin gathered with Fidelity analysts and portfolio managers…

Gold-Stock Futures Ramp Nears

The battered gold miners’ stocks are languishing deeply out of favor again, drifting listlessly through their summer doldrums. They were flying high a couple months earlier, before being crushed by a big-and-fast gold plunge. But the heavy gold-futures selling driving that has passed, leaving speculators’ positioning very bullish for gold. They will soon buy back…

Scarcity becomes common

The impediments to supply are likely to last and disrupt growth and provoke inflation. Abbott Nutrition, which controls 48% of the US$2.1 billion US infant-formula market, in February recalled three product categories and closed a plant in Michigan after four babies who had consumed its powdered milk became sick with life-threatening bacterial infections even though…

Introducing land tax impacts property prices

In Tuesday’s budget, NSW will announce a switch from stamp duty to land tax. It will become the second Australian jurisdiction to do so, with the ACT halfway through a 20-year switchover. Homebuyers who accept the offer will be taxed annually on the value of their land, instead of hit with an upfront fee (that…

Inflation vs growth: what matters more to investors?

High inflation is on everyone’s mind, but perhaps growth should be more concerning when taking investment decisions. It is true that to understand the present and face the future, we need to first understand the past. We have talked at length about the current inflation risks and, ultimately, stagflation scenarios and what this all means…

Economic trends to watch in the second half of 2022

Rate hikes may slow growth this year, but the longer-term outlook could strengthen as monetary policy shifts to neutral and prices stabilize. The war in Ukraine has driven up the price of oil, gas and other commodities—leading to weakened global growth. Add soaring inflation and tight monetary policies to the mix, and the economic outlook…

Can the way we invest help the planet?

It can feel like there are endless ways that businesses’ or countries’ activities can harm the planet. But can our investments also make a positive difference? Can they not only avoid harm but also contribute to solutions to challenges like climate change? Here’s what some of Schroders’ experts have to say on the different ways…

Silver mining stocks 2022 update

The silver miners’ stocks collapsed from mid-April to mid-May, suffering heavy collateral damage from a serious stock-market selloff. The big fear that spawned sucked in gold, hammering silver and therefore its miners’ stocks sharply lower. That carnage left them battered technically, looking like huge bargains. Silver stocks’ latest earnings season wrapping up in mid-May revealed…

Investing – Backing the ugly duckling

As an active value manager, we like investing in companies where we believe there are hidden assets not being properly valued by the market. And sometimes it takes a demerger for parts of a business to really show their worth. Portfolio manager Anthony Aboud and Deputy Portfolio Manager Sean Roger look at some recent demergers,…