Snapshot

Highlight

Multi-Asset

27NOV 2019

Our multi-asset investment views - November 2019

This month we upgraded equities to positive and downgraded bonds to neutral, reflecting our belief that recession risks have reduced.

2019

NOVEMBER

14NOV 2019

Economic Views

Disappointing Japanese growth bolsters case for rate cut

Economic growth was weaker than we expected in Q3, increasing expectations for a rate cut from the Bank of Japan

11NOV 2019

Economic Views

UK economy rebounds to avoid recession

Unless the economy improves and a smooth Brexit is achieved, interest rates may be lowered.

07NOV 2019

Economic Views

Bank of England takes dovish turn, but for how long?

While two members vote to cut interest rates, recent developments suggest the prospect of this happening are fading.

05NOV 2019

Equities

Institutional study: sustainable investment scepticism in sharp decline

The level of cynicism towards sustainable investments has fallen sharply, Schroders Institutional Investor Study found.

OCTOBER

31OCT 2019

Economic Views

Eurozone economy defies pessimists

Latest GDP data shows that France has helped the eurozone economy outperform the more pessimistic consensus forecasts. Whether Germany is in recession remains to be seen.

31OCT 2019

Economic Views

Fed hits pause, for now

Trade uncertainty and a squeeze on profit margins could see a return to rate cuts in 2020.

31OCT 2019

Multi-Asset

Our multi-asset investment views - October 2019

Looking ahead, our biggest concern is the potential for corporate earnings disappointments in the US.