Outlooks 2019

Highlight

Investment Trusts

18JAN 2019

Outlook 2019: Schroder Real Estate Investment Trust and Schroder European Real Estate Investment Trust

Duncan Owen, Head of Schroder Real Estate Investment Management Limited, Fund Manager of Schroder Real Estate Investment Trust and Schroder European Real Estate Investment Trust sees demand for European commercial real estate underpinned by an increase in technology and professional service jobs. European commercial real estate markets have performed strongly. Prices in Europe’s major cities have risen on average by 40-50% since 2013 (source RCA) and except in southern Europe, they are now 10-20% above their previous peak before the global financial crisis (GFC).

Investment Trusts

17JAN 2019

Investment Trusts

16JAN 2019

2019

JANUARY

15JAN 2019

Investment Trusts

Outlook 2019: Schroder Japan Growth Fund plc

- Japan has continued to see a gradual improvement in domestic economic conditions - Corporate profits responding positively to the improved domestic backdrop - Japan’s economy is gradually improving under a stable domestic policy environment, but external risks and trade friction could continue to affect investor sentiment in 2019.

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.

16DEC 2018

Markets

Outlook 2019: Global convertibles

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

13DEC 2018

Markets

Outlook 2019: US equities

We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.

13DEC 2018

Markets

Outlook 2019: Global credit

Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.