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11DEC 2019

Outlook 2020: Private equity

As headwinds build for traditional assets, we expect private equity to attract more new capital in 2020, but there are some pockets with high valuations where investors should be careful.

Markets

06DEC 2019

Markets

06DEC 2019

2019

DECEMBER

05DEC 2019

Markets

Monthly markets review - November 2019

A review of markets in November when shares in developed markets moved higher but emerging markets lagged.

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.

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-manager

After a bumper year for markets in 2019, value and gold are in the sights of the Schroders multi-manager team for the year ahead.

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.

NOVEMBER

28NOV 2019

Markets

Two things to watch out for at COP25 (and why climate stocks could benefit)

With the US formally withdrawing from the Paris Agreement, we look at two more encouraging developments we expect from COP25 and why we’re optimistic about climate-engaged companies.

27NOV 2019

Markets

Our multi-asset investment views - November 2019

This month we upgraded equities to positive and downgraded bonds to neutral, reflecting our belief that recession risks have reduced.