Perspective

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Economics

10DEC 2019

Outlook 2020: China equities

Why we think China’s economy will stabilise in 2020, which areas of the economy will drive growth, and where we see opportunities.

Economics

06DEC 2019

Economics

06DEC 2019

2019

DECEMBER

06DEC 2019

Economics

Outlook 2020: European commercial real estate

Parts of European commercial real estate look challenged in 2020, but opportunities can still be found, especially in "winning cities".

05DEC 2019

Economics

Outlook 2020: UK equities

With valuations at extreme levels, Sue Noffke and Andy Brough explain how they’re looking at the UK stock market heading into 2020.

04DEC 2019

Economics

Outlook 2020: Global bonds

Could US dollar weakness grease the wheels of global growth in 2020?

03DEC 2019

Economics

Outlook 2020: European equities

Stocks that are sensitive to the economic cycle may offer opportunities as investors start to focus on the recovery ahead.

03DEC 2019

Economics

Outlook 2020: US equities

The ongoing squeeze on profit margins will continue, with higher labour costs and the ongoing US-China trade war the main economic headwinds in 2020.

03DEC 2019

Economics

Outlook 2020: Global equities

Stock market volatility is likely to increase and stock selection will become more important, as global uncertainty continues and the US bull market shows early signs of exhaustion.

02DEC 2019

Economics

Outlook 2020: Global economy

The global economy should perform better in 2020, underpinned by a US-China trade truce and lower interest rates, Schroders’ chief economist Keith Wade explains.