Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
As stock markets fell in October, bond yields rose – bucking a long term trend. This has significant implications for how investors look at diversification.
Evidence is accumulating that the market leadership of growth stocks is now fracturing. If true, it could herald a dramatic reversal in many of the trends of recent years.
Voting at the Schroders Investment Conference in Venice last week revealed the views of 100 leading fund selectors from around the world on issues such as market risks, sustainability and interest rates.