Multi-Asset

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Economics

18JAN 2019

Our multi-asset investment views for January 2019

In our latest monthly update we highlight the need to strike a balance between improving valuations but worsening momentum indicators.

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.

NOVEMBER

22NOV 2018

Economics

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

OCTOBER

29OCT 2018

Economics

Our multi-asset investment views for October 2018

This month in our update of our investment views, we have upgraded equities overall, and also specifically Japanese stocks.

10OCT 2018

Economics

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?

SEPTEMBER

30SEP 2018

Economics

Our multi-asset views for September 2018

Here's what's changed in our views on a wide range of investment types this month, with a number of changes in the currencies space.

27SEP 2018

Economics

What's on investors' minds, in eight polls

Voting at the Schroders Investment Conference in Venice last week revealed the views of 100 leading fund selectors from around the world on issues such as market risks, sustainability and interest rates.

AUGUST

30AUG 2018

Economics

Our multi-asset views - August 2018

This month, in our update of our asset allocation views, we have downgraded commodities but retain a positive stance.