Fixed Income

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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.

Fixed Income

10DEC 2019

2019

DECEMBER

09DEC 2019

Fixed Income

Outlook 2020: Emerging markets debt relative

The 2020 outlook for emerging market debt (EMD) remains positive, with fundamentals broadly supportive. Should the US dollar depreciate, the upside for local EMD looks particularly attractive.

05DEC 2019

Multi-Asset

Monthly markets review - November 2019

A review of markets in November when shares in developed markets moved higher but emerging markets lagged.

04DEC 2019

Fixed Income

Outlook 2020: Global bonds

Could US dollar weakness grease the wheels of global growth in 2020?

NOVEMBER

28NOV 2019

Fixed Income

Are China's bond markets near a tipping point?

China’s bond markets are huge, but many foreign investors have little exposure. They are now opening up. Manu George explains the potential long-term opportunity for investors.

06NOV 2019

Multi-Asset

Monthly markets review - October 2019

A look back on markets in October when risk appetite picked up amid hopes of progress on trade talks.

OCTOBER

22OCT 2019

Multi-Asset

Why sustainability cannot be ignored in defined contribution plans

ESG is no longer a fringe concern for DC plans, but far from seeing it as a potential headache, we believe the right approach can improve long-term value and may also lower risk.

22OCT 2019

Fixed Income

What happens to high yield bonds in times of market stress?

We look at whether investors are right to be wary of high yield bonds amid rising macroeconomic and geopolitical uncertainty.