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08.09.2014 08:01:59

Schroders Monthly markets review - August 2014

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Monthly markets review - August 2014

September 2014

Market Views, Schroders

An overview of markets in August 2014.


Global equities delivered positive returns in August as encouraging signals regarding the health of the US economy offset worries over geopolitical tensions and weaker data from the eurozone. Emerging market equities performed in line with their developed world counterparts.
In the US, the S&P 500 reached a new all-time high, buoyed by stronger macroeconomic data and merger & acquisition activity. Second quarter GDP growth was upwardly revised to 4.2%.
Eurozone equities posted positive returns, supported by speculation over the possibility of quantitative easing. Macroeconomic news from the single currency area was generally disappointing.
Japan delivered negative returns amid disappointing macro data as well as some yen strength early in the month.
Emerging markets posted positive returns. Emerging Latin America was the strongest region, supported by hopes that Brazil’s forthcoming elections could produce a change of government

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Important Information:

The views and opinions contained herein are those of the authors and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.
For press and professional investors and advisors only. This document is not suitable for retail clients.
This document is intended to be for information purposes only and it is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. The data has been sourced by Schroders and should be independently verifîed prior to further publication or use. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Schroders has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system.
 
Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested.  Changes in exchange rates can also cause the value of investments in currencies.   Investments in emerging markets can involve a higher degree of risk. Less developed markets are generally less well regulated than the Switzerland, investments may be less liquid and there may be less reliable arrangements for trading and settlement of the underlying holdings.
Issued by Schroder Investment Management (Switzerland) AG, Central 2, CH-8001 Zurich which is authorised and regulated by the FINMA.
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