Perspective

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Markets

05DEC 2019

Outlook 2020: Asian equities

Stock selection will be increasingly important in Asia in 2020, with China offering the most exciting opportunities.

Markets

05DEC 2019

Markets

05DEC 2019

2019

DECEMBER

04DEC 2019

Markets

Outlook 2020: Global bonds

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

04DEC 2019

Markets

Outlook 2020: Securitised credit

Signs of consumer stress mean securitised credit investors should be especially alert to quality and liquidity in the coming year.

03DEC 2019

Markets

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

Markets

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

Markets

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.

02DEC 2019

Markets

Outlook 2020: Multi-asset

Bond yields and economic growth are likely to remain subdued in 2020, with equities remaining relatively attractive, according to Johanna Kyrklund.