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Markets

12DEC 2019

Why investors may need to dig a little deeper in 2020

Summing up the outlook for 2020, Schroders’ CIO thinks that superficially, overall market valuations look uninteresting. But dig a little deeper and there may be reasons for active investors to be enthusiastic about 2020.

Markets

10DEC 2019

2019

DECEMBER

09DEC 2019

Markets

Outlook 2020: Emerging market debt absolute return

The balance of risk and reward remains attractive in several high yielding EM local debt markets, while EM currencies are well positioned for a strong recovery in 2020.

09DEC 2019

Markets

Outlook 2020: Emerging markets debt relative

The 2020 outlook for emerging market debt (EMD) remains positive, with fundamentals broadly supportive. Should the US dollar depreciate, the upside for local EMD looks particularly attractive.

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: Global bonds

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

NOVEMBER

28NOV 2019

Markets

Are China's bond markets near a tipping point?

China’s bond markets are huge, but many foreign investors have little exposure. They are now opening up. Manu George explains the potential long-term opportunity for investors.