US-Geldpolitik

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2019

20AUG 2019

What do low (and falling) US interest rates mean for real estate and securitised credit investors?

We expect lower interest rates to support commercial real estate and residential property values. How can investors take advantage?

2018

DEZEMBER

13DEZ 2018

2018

Outlook 2019: Global credit

Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.

NOVEMBER

07NOV 2018

2018

US midterm elections: Is gridlock good?

Quickview: The US midterms have, as expected, seen the Democrats take the House with the Republicans holding the Senate. Our investment experts consider the implications for fiscal policy, trade, and the 2020 presidential election.

FEBRUAR

02FEB 2018

2018

Six charts of the month: Trumponomics, Putin, bond yields

Tax cuts, Treasuries, the Russian election and recycling all feature among the charts that caught our eye in January.

2017

DEZEMBER

12DEZ 2017

2017

Outlook 2018: US multi-sector fixed income

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

06DEZ 2017

2017

Ausblick 2018: Asiatische Anleihen

Ein anziehendes globales Wachstum und niedrige Inflationsraten sollten asiatischen Anleihen 2018 entgegenkommen. Dagegen dürften sich höhere Ölpreise als Gegenwind für die Region erweisen.

NOVEMBER

22NOV 2017

2017

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.

OKTOBER

09OKT 2017

2017

Will it be smooth sailing for markets until the end of the year?

At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.

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Alexander Prinz von Hessen

Alexander Prinz von Hessen

Geschäftsführender Direktor alexander.hessen@schroders.com