Johanna Kyrklund

Chief Investment Officer and Global Head of Multi-Asset Investment

Highlight

Economics

12DEC 2019

Why investors may need to dig a little deeper in 2020

Summing up the outlook for 2020, Schroders’ CIO thinks that superficially, overall market valuations look uninteresting. But dig a little deeper and there may be reasons for active investors to be enthusiastic about 2020.

Economics

02DEC 2019

2018

DECEMBER

12DEC 2018

Economics

Outlook 2019: Multi-asset

The traffic light for investing is turning from green to amber, but it's not time to slam on the brakes just yet.

JULY

26JUL 2018

Economics

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.

JANUARY

26JAN 2018

Economics

Why three is the magic number for 2018

We discuss the three factors that will determine whether the reflationary environment continues.

2017

DECEMBER

01DEC 2017

Economics

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.

2016

DECEMBER

12DEC 2016

Economics

Outlook 2017: Multi-asset

After several years of a persistently low growth environment, a renewed focus on fiscal policy in 2017 could revive hopes of stronger economic expansion.

NOVEMBER

09NOV 2016

Watch/Listen

60 seconds on the market implications of Trump's victory

Johanna Kyrklund discusses the possible impact of Donald Trump's US election win on various asset classes.

MARCH

29MAR 2016

Watch/Listen

60 seconds with Johanna Kyrklund on QE "fatigue"

Record low interest rates and huge bond buying programs have been in place for the best part of a decade, but is the impact of quantitative easing (QE) on markets subsiding?