There has been a substantial increase in volatility over recent weeks caused by a number of different factors which have significantly impacted investor sentiment. European equities have declined by almost 15% since mid-September and we would like to highlight this setback as a buying opportunity.
The Fed's unusual mention of dollar strength yesterday may fuel a rebound in emerging market debt sentiment. After the dollar posted the sixth largest quarterly gain in the dollar index in 34 years, emerging currencies which were faltering at interest rate hike prospects, may now gain much needed traction.
Economic and asset allocation views covering Q4 2014
The minutes of the September Federal Open Market Committee meeting took a more dovish turn than markets had expected with the committee citing weakness in the rest of the world and the strength of the US dollar as a concern.
Climate change is happening and we are not doing enough to stop it, according to a report from the Intergovernmental Panel on Climate Change (IPCC). We look at the report and its implications for investors.
A panel of Schroders' fund managers discuss approaches to investing in fixed income in an environment of rising interest rates.
What effect will the third revolution have on the world economy?
Robert Farago outlines our investment conclusions in response to Dani Rodrik’s analysis of the future of globalization.