Johanna Kyrklund

Chief Investment Officer and Global Head of Multi-Asset Investment

Highlight

Multi-Asset

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.

Multi-Asset

02DEC 2019

2019

MAY

15MAY 2019

Watch/Listen

Multi-asset outlook: equities to grind higher

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.

2018

DECEMBER

12DEC 2018

Multi-Asset

Outlook 2019: Multi-asset

The traffic light for investing is turning from green to amber, but it's not time to slam on the brakes just yet.

OCTOBER

JULY

26JUL 2018

Multi-Asset

Mid-year markets: what's changed since January?

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.

JUNE

19JUN 2018

Multi-Asset

Thoughts from the Investment Desk

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.

MAY

18MAY 2018

Multi-Asset

Could China’s bond market really be within investors' reach?

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.

APRIL

24APR 2018

Multi-Asset

Why we are shifting gears for a volatile environment

We've been shifting our investment strategy down a gear by increasing diversification. Here's why.