In focus

The liquidity tide has lifted all boats, it is now starting to subside


Rising inflation, soaring energy prices, record public debt and supply chain pressures across the globe – just a few of the factors we are faced with in today’s market. Throw into the mix the seemingly relentless creep of COVID and nosebleed valuations and you would be forgiven for thinking that any right-minded investor should be rushing for the exits. However, despite this backdrop, global risk assets have had another bumper year thus far, while risk-free markets have struggled as rates have risen across the board.

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.