Economic Views

26NOV 2018

Has the 18-year relationship between bond yields and stocks turned sour?

As stock markets fell in October, bond yields rose – bucking a long term trend. This has significant implications for how investors look at diversification.

Market Views: Multi-Asset

26NOV 2018

Market Views: Multi-Asset

24OCT 2018



10OCT 2018

Market Views: Multi-Asset

Politics and portfolios: how investors are adapting to a new normal

Politics is moving markets like never before. So how are fund managers adjusting?


27SEP 2018

Market Views: Multi-Asset

What's on investors' minds, in eight polls

Voting at the Schroders Investment Conference in Venice last week revealed the views of 100 leading fund selectors from around the world on issues such as market risks, sustainability and interest rates.

24SEP 2018

Market Views: Multi-Asset

Our multi-asset views - September 2018

Currencies dominate the changes in our asset allocation views this month, including an upgrade for the US dollar.


22AUG 2018

Market Views: Multi-Asset

Our multi-asset investment views for August 2018

In our latest update of asset allocation views, we have downgraded our view on commodities as price momentum has deteriorated.

07AUG 2018

Market Views: Multi-Asset

Can you learn from the "rebalancing" trick used by professional investors?

For investors to achieve - and retain - healthy long-term returns, we think an active rebalancing policy is essential.


26JUL 2018

Market Views: Multi-Asset

Mid-year markets: what's changed since January?

There has been good news and bad news for markets since the start of the year. Here's how it's changed our multi-asset investment strategy.

23JUL 2018

Market Views: Multi-Asset

Our multi-asset investment views - July 2018

In our monthly update of asset allocation views, we've upgraded our view on commodities, but downgraded Bunds and European high yield.