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.
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.
After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.
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.
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.
The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.