Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
Although global liquidity tightening presents a significant challenge to emerging markets, we believe a select number of local currency debt markets are still attractively valued.
Global Investor Study
Investors expect annual returns of more than 10% over the next five years, with millennials looking for nearly 12%.
At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.
After $3.5 trillion of quantitative easing, soon the US authorities will start turning off the taps. But only if they can avoid a market meltdown.