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.
The pain in emerging markets has been in the preparation for the Federal Reserve's lift-off, according to Rajeev De Mello, but the rate hiking cycle could be positive for the region.
James Barrineau gives his take on three of the biggest themes likely to influence the asset class in 2016.
The dramatic fall in the cost of oil should help countries in Asia like India keep control of inflation, interest rates and fiscal policy and could boost economic growth, says Rajeev De Mello.
China’s slowing economy and the weakening oil price have led some investors to believe bigger problems are brewing for financial markets. Gareth Isaac believes that investors should be cautious in 2016, but shouldn’t throw in the towel just yet.
After yet another challenging year for emerging market debt characterised by a collapse in currencies and a spike in a number of local bond yields, attractive investment opportunities are starting to appear.
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