Continuing the emerging markets (EM) theme from last month, when we shared our views on how economically vulnerable EM may be in an environment of rising US interest rates, this month we provide an expanded update on our views across EM risk premia.
This month we look at the potential impact on emerging market (EM) liquidity as the Federal Reserve looks to normalise monetary conditions. We consider the liquidity in EM from three angles: external, domestic and, to a lesser extent, equity positioning within EM.
This month we share our thoughts on a more structural view than usual: our long-term outlook for the Japanese economy and the read across to the yen, as deteriorating demographics and government indebtedness continue to plague the nation.
The latest insight from our multi-asset team explores the prospects for emerging market debt with US interest rates expected to normalise.
The latest Schroders Global Investment Trends Survey paints a picture of increasing confidence and shows that income is at the top of investors’ wish lists.
Although generating income when yields are at historic lows is not simple, it’s important to look past the short-termism of what investment style is in vogue and seek out the longer-term benefits of any approach.
In this Q&A Rajeev De Mello, Head of Asian Fixed Income explains why Asian economies are better prepared now for a Federal Reserve rate hike than they were for the tapering announcement of 2013.
The latest insight from our multi-asset team examines the effects of negative interest rates on various participants in equity and bond markets.
In 2015 we see a mixed weather front across multiple asset classes and regions, with diverging monetary policy and stretched valuations.
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