Our economists have analysed the effect geopolitical risk can have on investors’ portfolios. Should investors simply hold their nerve during volatile times? Or is it better to entrust fund managers able to take a more dynamic approach?
The number of loss-making US companies listing on the stock market is close to a record high. We ask two Schroders experts what this means for investors.
The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.
We see US profits falling 4% in 2020 as slower growth and higher wage costs hit companies’ profit margins. But we have modelled a range of alternatives - and charted the potential impact.