Outlooks 2018

Highlight

Marchés

13DÉC. 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.

Marchés

13DÉC. 2017

2017

DÉCEMBRE

13DÉC. 2017

Marchés

Outlook 2018: Commodities

With global inflation forecast to pick up, is it time to add exposure to commodities, where fundamentals are improving and valuations are attractive?

13DÉC. 2017

Marchés

Outlook 2018: Global high yield

Solid credit fundamentals, a moderate uptick in global economic growth with limited inflationary pressure and a favourable supply-demand balance all point to another good year for high yield bonds.

12DÉC. 2017

Marchés

Outlook 2018: Global convertible bonds

We expect the current unprecedentedly benign market conditions ultimately to be disrupted and see convertible bonds affording effective protection against this.

12DÉC. 2017

Marchés

Outlook 2018: US multi-sector fixed income

In today’s challenging market environment, we believe investors will need three attributes: realism, patience and flexibility.

11DÉC. 2017

Marchés

Outlook 2018: Global corporate bonds

Global corporate bond valuations are elevated and insufficient to compensate for risk, but there will continue to be selective opportunities to take high conviction positions.

11DÉC. 2017

Marchés

Outlook 2018: Greater China equities

Following a strong performance in 2017, what does 2018 hold in store for Greater China equities?

08DÉC. 2017

Marchés

Outlook 2018: Sustainability

Examining companies without considering the social and environmental backdrop that will define future leadership is becoming increasingly untenable.