In focus - Economics

Investment Horizons - Spring 2019

With so much in the news about geopolitical, economic and late market cycle risks, we wanted to focus this edition of Investment Horizons on the underlying drivers of these factors: the global consumer.


We are pleased to off er our 10th edition of Investment Horizons, our North American perennial compilation of research articles inspired by our global client engagements.

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.