Webconferences

Multi-Asset - Investment Update


Simon Doyle

Simon Doyle

See all articles

Global financial markets remain fraught with danger. The overleveraging of the pre and post GFC economies remain highly problematic (Greece is the poster child, but peripheral Europe, Japan, the US and even Australia are battling with significant debt loads). Likewise China, which has carried the Asian region (including Australia) on its' shoulders is also rebalancing and this is likely to increase uncertainty and volatility. We can add to this list the instability in energy prices, the uncertainty around how the globes QE experiment is unwound, the potential for Sydney's house prices bubble to unwind, and by no means least, the actions (or inactions) of the US Federal Reserve as it contemplates its first increase in interest rates in almost a decade. All this against a backdrop of extended valuations in both bonds and equities. In this webinar we look at the current state of financial markets and discuss the prospects for markets as they continue to negotiate these challenges.

Important Information:
This material has been issued by Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders) for information purposes only. It is intended solely for professional investors and financial advisers and is not suitable for distribution to retail clients. The views and opinions contained herein are those of the authors as at the date of publication and are subject to change due to market and other conditions. Such views and opinions may not necessarily represent those expressed or reflected in other Schroders communications, strategies or funds. The information contained is general information only and does not take into account your objectives, financial situation or needs. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this material. Except insofar as liability under any statute cannot be excluded, Schroders and its directors, employees, consultants or any company in the Schroders Group do not accept any liability (whether arising in contract, in tort or negligence or otherwise) for any error or omission in this material or for any resulting loss or damage (whether direct, indirect, consequential or otherwise) suffered by the recipient of this material or any other person. This material is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. You should note that past performance is not a reliable indicator of future performance. Schroders may record and monitor telephone calls for security, training and compliance purposes.