Global Head of Multi-Asset Investments
In this short video, Johanna Kyrklund, Global Head of Multi-Asset Investments, explains why she favours US and emerging market equities and expects stocks to continue to rise.
There has been good news and bad news for markets since the start of the year. Here's how it's changed our multi-asset investment strategy.
Chinese equities have become an increasingly large presence in our multi-asset portfolios, and in the coming years we're hoping to gain access to the country's onshore bond market too.
In the monthly update of our multi-asset team's asset allocation views, we discuss the best way to approach this stage of the market cycle.
In the monthly round-up of our asset allocation views, we discuss the three factors which will determine whether the reflationary environment continues.
At our latest Schroders Live event on 13 January, our expert panel discussed major themes in markets, including the recent rotation, likely impact of Donald Trump, and the prospects for emerging markets.