As the race for the White House intensifies we look at the performance of gold, US healthcare stocks, the dollar and the volatility index to see who the market is backing for US president.
Global Market Perspective
Economic and asset allocation views covering Q4 2016, including our forecasts update, a look at the upcoming US election and a research note on the limits of monetary policy.
Matt Hudson explains why the return of inflation looks set to boost the case for financial and commodity stocks as we head into 2017.
James Sym discusses the areas of the stockmarket which can prosper and those which may suffer at this stage of the cycle.
As the UK stockmarket approaches new highs we highlight the reasons for the gains – and look at the latest valuations.
Concerns are growing about China’s powerhouse economy. Here, we explain why and offer views from Schroders fund managers and economists on what might happen next.