The latest employment figures will allay concerns that the US economy is stalling. However, we believe the authorities will likely wait until June before hiking interest rates again.
Leading Schroders fund managers, covering a variety of asset classes and regions, share their insights on a difficult market environment.
The pain in emerging markets has been in the preparation for the Federal Reserve's lift-off, according to Rajeev De Mello, but the rate hiking cycle could be positive for the region.
Andrew Chorlton discusses where he sees the opportunities in US fixed income and why investors could be caught off-guard by the actions of the Federal Reserve.
The Federal Reserve signals lift-off for interest rates in the US, but the pace of future rate hikes could be called into question.
Now that the Federal Reserve (Fed) has raised rates, investors may start to view emerging market debt in a new light.
As anticipated the Fed raised interest rates for the first time in nearly a decade, but the risk lies in the market’s expectations of a “slow and low” rate hiking cycle.
The market appears confident that Federal Reserve rate hikes will be gradual in 2016, and we believe this could be storing up some shocks for the new year.