Market views

Highlight

2019

10DEZ 2019

Outlook 2020: Global credit

Corporate bond returns are likely to be more moderate in 2020, led by income.

2019

10DEZ 2019

2019

DEZEMBER

09DEZ 2019

2019

Outlook 2020: Emerging market debt absolute return

The balance of risk and reward remains attractive in several high yielding EM local debt markets, while EM currencies are well positioned for a strong recovery in 2020.

04DEZ 2019

2019

Outlook 2020: Global bonds

Could US dollar weakness grease the wheels of global growth in 2020?

03DEZ 2019

2019

Outlook 2020: US equities

The ongoing squeeze on profit margins will continue, with higher labour costs and the ongoing US-China trade war the main economic headwinds in 2020.

NOVEMBER

19NOV 2019

2019

Are we witnessing the US dollar’s fall from grace?

November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.

08NOV 2019

2019

The alignment of Shariah and sustainable investing

There are more similarities between sustainable investing and Shariah investing than commonly realised. Why has one languished while the other soars?

04NOV 2019

2019

Two lessons from the underperformance of alternative energy

Alternative energy stocks have significantly lagged the wider market over the last five years – what does this tell us about investing in the sector?

OKTOBER

24OKT 2019

2019

How might EM investors benefit from the continued opening up of China’s capital markets?

As China’s capital markets continue to open up, we highlight the potential opportunity for emerging markets (EM) investors to reap the benefits of the broader opportunity set.

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Alexander Prinz von Hessen

Alexander Prinz von Hessen

Geschäftsführender Direktor alexander.hessen@schroders.com