Global Market Perspective
At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.
In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.
Huw van Steenis discusses three of the big themes for investors at Schroders' recent Madrid event: coping with tech disruption, the end of QE and populism.
The debate on whether to use passive or actively-managed funds can sometimes be one-sided. Our research suggests investors should keep an open mind.
Our research, which looks at episodes of rising rates since 1970, suggests income-producing assets don’t perform as investors might expect.
While a high yield market correction has occurred in each year since 2009, we have yet to see one in 2017. Given a positive fundamental backdrop for high yield bonds, we believe any pull-back in the market this year would present a good entry point.
Rajeev de Mello explains that emerging markets are prepared for tighter monetary policy and highlights the Asian countries offering the most attractive yields.