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.
We examine some of the potential consequences for markets when the Fed removes the punchbowl of QE. Will it be as boring a process as Janet Yellen hopes?
We highlight a few of the charts we found interesting this month, including a roundup of stockmarkets, a warning to bulls and a global infrastructure deficit .
We look at the challenge and importance of emphasising capital preservation over capital growth as market risks build.
At our latest Schroders Live event on 13 January, our expert panel discussed major themes in markets, including the recent rotation, likely impact of Donald Trump, and the prospects for emerging markets.