Market views

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Outlook 2020

11DEC 2019

Outlook 2020: Multi-asset

Bond yields and economic growth are likely to remain subdued in 2020, with equities remaining relatively attractive, according to Johanna Kyrklund.

2019

NOVEMBER

13NOV 2019

Video Webcast

60 seconds on three themes driving energy transition

In this short video Mark Lacey, Head of Commodities, reveals three drivers behind the energy sector’s transition to renewables.

06NOV 2019

Managers' views

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

06NOV 2019

Global Investor Study

The fund industry’s wake-up call: how Hong Kong investors want us to act

Sustainability has gone global. For companies, sustainability is no longer a “nice to have”, it’s an imperative.

05NOV 2019

Managers' views

Amid elevated volatility, where do opportunities lie?

In the near term, we believe volatility is likely to remain elevated as markets react to the shifting messages from US-China talks.

OCTOBER

18OCT 2019

Global Investor Study

Hong Kong’s Gen Xers care more about sustainability than millennials

Hong Kong’s Generation X appeared to be more motivated to invest sustainably than millennials, according to the findings of Schroders Global Investor Study.

16OCT 2019

Managers' views

Has value investing been disrupted?

A disrupted company can still be a good investment if the price is low enough.

15OCT 2019

Managers' views

The surprising diversity of bond markets

The extent of the diversity of global fixed income markets, and the scope for achieving strong returns while managing risk, may be underappreciated by investors.