Marcus Brookes, Head of Multi-Manager, gives his outlook for 2015 and explains why he’s positive for the year ahead.
Head of Multi-Manager
Our multi-manager team looks ahead to 2017, when it expects inflation to come to the fore and perceptions of what is a "safe" asset to change.
A year ago, Marcus Brookes, Head of Multi-Manager, expected a return of inflation and invested accordingly. He now expects an added ‘Trumpflation’ effect.
We look at the economic and market impact of negative interest rate policy and where policymakers might head next.
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Issued by Schroder Investment Management Limited, 31 Gresham Street, London EC2V 7QA. Registered No: 1893220 England. Authorised and regulated by the Financial Conduct Authority.