Chief Investment Officer and Global Head of Multi-Asset Investment
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.
In this short video, Johanna Kyrklund, Global Head of Multi-Asset Investments, explains why she favours US and emerging market equities and expects stocks to continue to rise.
There has been good news and bad news for markets since the start of the year. Here's how it's changed our multi-asset investment strategy.
Political issues continue to dominate the headlines - tariffs, North Korea, Brexit and European populism - and in most cases the political environment suggests some caution is warranted.
Chinese equities have become an increasingly large presence in our multi-asset portfolios, and in the coming years we're hoping to gain access to the country's onshore bond market too.