Market views

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Fixed Income

04DEC 2019

Outlook 2020: Global bonds

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

Fixed Income

04DEC 2019

Equities

03DEC 2019

2019

DECEMBER

03DEC 2019

Alternatives

Outlook 2020: US commercial real estate

US commercial real estate overall looks well supported for 2020, and identifying “winning cities” will be key to outperformance.

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-manager

After a bumper year for markets in 2019, value and gold are in the sights of the Schroders multi-manager team for the year ahead.

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

28NOV 2019

Global Investor Study

Are millennials right to be confident about their retirement savings?

The Global Investor Study 2019 found millennials are optimistic about their retirement outlook but should they be doing more?

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.

27NOV 2019

Multi-Asset

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.