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.
Our multi-asset team provides its insights on current market trends, focusing this month on the cost of hedging as volatility rises and the impact of lower inflation expectations on bonds.
For professional investors and advisers only — not suitable for retail investors.
This website is not intended or approved for US investors. By accepting to enter this website you are confirming that you are not a US investor.
In visiting this site you are leaving www.schroders.com and visiting a site sponsored by Schroder Investment Management Ltd (Schroders), which is solely responsible for the website's contents.
The material on this website is issued by Schroders and contains the views and opinions of the particular individuals and is for general information only and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. Reliance should not be placed on the views and information herein when taking individual investment and/or strategic decisions. Investment strategies discussed in this website may not be available in every jurisdiction or may only be available only in institutional vehicles.
All queries about specific investment products should be directed to the Schroders office in the jurisdiction where you reside.
Issued by Schroder Investment Management Limited, 31 Gresham Street, London EC2V 7QA. Registered No: 1893220 England. Authorised and regulated by the Financial Conduct Authority.