Market volatility exposed investors’ unease over China’s slowdown, but Rajeev De Mello says the country’s growth is stabilising and investors must choose the right assets for a gradual recovery.
Leading Schroders fund managers, covering a variety of asset classes and regions, share their insights on a difficult market environment.
In this month's Viewpoint:
- Global update: Time to hit the panic button?
- UK: Sterling slides as political risk comes into focus
- Emerging markets: China concerns
In the first article of a new series, David Docherty and Rory Bateman consider some of the key issues facing UK equities in 2016 including China, commodity prices, monetary policy, political concerns and M&A activity.
Despite recent market events, not that much has actually changed in China. It’s more a case of the “chickens coming home to roost” as policy mistakes and major policy contradictions come to a head. Elsewhere in Asia, it could be an opportunity to pick up equity bargains.
James Barrineau gives his take on three of the biggest themes likely to influence the asset class in 2016.
Chinese GDP came in below market expectations, but in line with our forecast, at 6.8% year on year in the final quarter of 2015. This brings 2015 growth to 6.9%, in line with the official target of “around 7% growth”, but highlights the challenges faced by the authorities in propping up growth.
In the first economic infographic of the year our economists review the events which dominated the economic landscape in 2015 and look ahead at what to expect in 2016.
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