Johanna Kyrklund

Global Head of Multi-Asset Investments

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15MAY 2019

Multi-asset outlook: equities to grind higher

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.

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Markets

12DEC 2018

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2018

JULY

26JUL 2018

Markets

Mid-year markets: what's changed since January?

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.

MAY

18MAY 2018

Markets

Could China’s bond market really be within investors' reach?

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.

APRIL

24APR 2018

Markets

Why we are shifting gears for a volatile environment

We've been shifting our investment strategy down a gear by increasing diversification. Here's why.

MARCH

28MAR 2018

Markets

Three coping strategies for a mature bull market

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.

JANUARY

24JAN 2018

Markets

Why three is the magic number for this year

In the monthly round-up of our asset allocation views, we discuss the three factors which will determine whether the reflationary environment continues.

2017

DECEMBER

01DEC 2017

Markets

Outlook 2018: Multi-asset

We are focused on generating returns while the going is good, but also remain alert to any sign that the benign backdrop may be changing.

JANUARY

16JAN 2017

Markets

Schroders Live: Positioning for change

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.