In the first Schroders Live event of 2016, Bloomberg’s European Markets Editor Mannus Cranny quizzed Keith Wade and Johanna Kyrklund on the most pressing issues facing markets right now. These included matters such as China, the oil price, rate hikes and currency wars.
On the whole, our economic models are pointing towards moderate growth in 2016 but the picture is fragile.
After years of liquidity-driven markets, investment trends look tired and we expect muted returns in 2016. Cyclical assets present the main source of potential ‘pent up returns’ and could be a wild card for investors.
In this month's Multi-Asset Insights we discuss countries that are suffering from a foreign exchange-led decline in competitiveness, a phenomenon known as 'Dutch Disease'.
Sometimes these outlooks differ significantly from year to year. This is not one of those times. Many of our thoughts from a year ago still stand. Here, we revisit some of these views as well as introducing a few new ideas.
2015 has been a challenging year for asset prices; however, following the widening of credit spreads, large swings in government bond yields and the recent equity sell-off, many income sources are offering attractive yields again.
In this month’s Multi-Asset Insights, we discuss research from our term risk premia group which considers the current hedging power of bonds, the potential drivers and the suggested action that could be taken in portfolios.
In this month’s Multi-Asset Insights, we discuss whether this is the beginning of the end of this credit cycle, or if it is a pause half way through.
Multi-Asset view: while the outlook for global equities overall remains broadly positive the forecast for emerging markets and fixed income is not so bright as the region faces up to the perfect storm.
In this month’s Multi-Asset Insights, we look at why the global economy is suffering from weak economic growth and consider the implications of deleveraging on growth, monetary policy and foreign exchange (FX) markets.
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