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Managers' views

14JUN 2019

How different assets perform in an economic slowdown

It appears that the US is entering the slowdown phase of the economic cycle. But what might that mean for returns across asset classes? And can a recession be avoided?

Managers' views

06JUN 2019

2019

MAY

30MAY 2019

Managers' views

Infographic: A snapshot of the world economy

In this month's infographic we look at the contagion risk posed by Turkey and Argentina, why UK growth may prove deceptive and global GDP forecasts.

27MAY 2019

Managers' views

Our multi-asset investment views - May 2019

We have downgraded equities this month and upgraded government bonds and gold. Here's why.

27MAY 2019

Managers' views

May resignation raises UK recession risk

Our economics experts share their views as Boris Johnson, who could easily take the UK out of the EU without a deal, is installed as favourite to become the UK’s next prime minister.

27MAY 2019

Video Webcast

60 seconds on where are the world's cheapest stock markets right now?

In this video, Duncan Lamont assesses the state of valuations around the world following the rallies of the first quarter.

24MAY 2019

Managers' views

Japan springs growth surprise to allay recession fears

However, the Q1 GDP report masks very weak domestic demand.

22MAY 2019

Managers' views

Which are the world’s most sustainable investment markets?

Schroders research finds that the biggest social and environmental benefits are achieved in countries imposing the greatest regulatory requirements, where Europe leads the way.

20MAY 2019

Video Webcast

60 seconds on 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.