US

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Fixed Income

04DEC 2019

Outlook 2020: Securitised credit

Signs of consumer stress mean securitised credit investors should be especially alert to quality and liquidity in the coming year.

Alternatives

03DEC 2019

2019

DECEMBER

03DEC 2019

Equities

Outlook 2020: US equities

The ongoing squeeze on profit margins will continue, with higher labour costs and the ongoing US-China trade war the main economic headwinds in 2020.

02DEC 2019

Multi-Asset

Outlook 2020: Multi-asset

Bond yields and economic growth are likely to remain subdued in 2020, with equities remaining relatively attractive, according to Johanna Kyrklund.

NOVEMBER

29NOV 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - December 2019

Schroders' economists suggest the global economy will probably avoid a recession in 2020, why they are optimistic about emerging markets next year, and mull the end of Japan's era of "Abenomics".

21NOV 2019

Equities

The rise of US superstar firms and its implications for investors

A handful of “superstar” firms have changed the investment landscape in recent years. But should their dominance be ringing alarm bells for investors?

20NOV 2019

Economic Views

Infographic: A snapshot of the world economy in November 2019

This month's infographic looks at the outlook for US company profits and the lessons we can learn from Japan's government spending in the 1990s.

19NOV 2019

Multi-Asset

Are we witnessing the US dollar’s fall from grace?

November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.