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.
Johanna Kyrklund comments on why recent market volatility could create an opportunity for investors who take a flexible, active investment approach.
The latest Schroders Live event, hosted by FT Associate Editor Wolfgang Munchau, saw Rory Bateman, Johanna Kyrklund, Gareth Isaac and Matthew Dobbs discuss the recent economic shock in China and the impact of slower growth on the global economy.
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.
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