Fixed Income

Highlight

Market Views: Equities

13DEC 2017

Outlook 2018: Another good year for investors?

We find a spirit of cautious optimism in our round-up of the market views from around Schroders.

Market Views: Fixed Income

12DEC 2017

Market Views: Fixed Income

11DEC 2017

2017

DECEMBER

06DEC 2017

Market Views: Fixed Income

Outlook 2018: European corporate bonds

We expect episodes of volatility during 2018, which should provide opportunities to buy good corporate bonds relatively cheaply.

06DEC 2017

Market Views: Fixed Income

Outlook 2018: Global bonds

Will 2018 be another year in bond nirvana or are the storm clouds set to upset bondholder stupor?

06DEC 2017

Market Views: Fixed Income

Outlook 2018: Asian bonds

Improving global growth and low inflation should be supportive forces for Asian bonds in 2018 but higher oil prices could be a headwind for the region.

05DEC 2017

Market Views: Fixed Income

Outlook 2018: Emerging markets debt relative

A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.

05DEC 2017

Markets

Outlook 2018: Emerging markets debt absolute return

Although global liquidity tightening presents a significant challenge to emerging markets, we believe a select number of local currency debt markets are still attractively valued.

NOVEMBER

28NOV 2017

Market Views: Fixed Income

The Evolution of the Municipal Credit Market

We believe the municipal credit market is undergoing a significant evolution from what was a high quality and low volatility “rate-like” market to an idiosyncratic intensive credit market.

22NOV 2017

Market Views: Fixed Income

Yield curve flattening: overdone or more to come?

Investors often fear a flattening of the US yield curve as it tends to suggest a lower growth environment ahead. But we think quantitative tightening will likely have an unprecedented impact on the US bond market, just as QE did.