Outlooks 2019

Highlight

Investment Trusts

17JAN 2019

Outlook 2019: Schroder UK Mid Cap Fund plc

Andy Brough, Co-Fund Manager, Schroder UK Mid Cap Fund plc is cautiously optimistic on the outlook for UK Mid Cap equities as the UK economy demonstrates resilience in the face of Brexit related uncertainty.

Investment Trusts

16JAN 2019

Investment Trusts

15JAN 2019

2019

JANUARY

14JAN 2019

Investment Trusts

Outlook 2019: Schroder Asian Total Return Investment plc

Robin Parbrook and King Fuei Lee, Co-Fund Managers, Schroder Asian Total Return Investment plc advocate a cautious approach to Asian equity markets as China increasingly finds itself in an economic quagmire.

03JAN 2019

Watch/Listen

Outlook 2019: 60 seconds on the global economy

We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.

2018

DECEMBER

19DEC 2018

Markets

Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.

18DEC 2018

Markets

Outlook 2019: Asian bonds

We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds next year.

18DEC 2018

Markets

Outlook 2019: China equities

We are taking a defensive stance, staying underweight to the technology sector, while emphasising domestically-focused areas of the market and those with long-term growth trends.

17DEC 2018

Markets

Outlook 2019: Securitised credit and asset-based lending

The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.

16DEC 2018

Markets

Outlook 2019: Global convertibles

Convertible bonds currently appear fairly defensive relative to history with valuations looking particularly attractive in Asia.