Multi-Asset Investments Schroders

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27НОЯ 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

АВГУСТ

30АВГ 2019

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Our multi-asset investment views - August 2019

This month's update includes upgrades to US credit and downgrades to European credit, emerging market equities and Bunds.

ИЮЛЬ

29ИЮЛ 2019

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Our multi-asset investment views for July 2019

We've upgraded Bunds this month, while we remain neutral on stocks as we await greater clarity on the economic picture.

ИЮНЬ

25ИЮН 2019

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Our multi-asset investment views for June 2019

This month's asset allocation update includes a number of upgrades in the government bond space, as well as upgrades to the US dollar and Japanese yen.

МАЙ

24МАЙ 2019

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Our multi-asset investment views - May 2019

We have downgraded equities this month and upgraded government bonds and gold. Here's why.

АПРЕЛЬ

23АПР 2019

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Our multi-asset investment views for April 2019

This month we upgrade our view on equities following changes in central bank policy stances together with improvement in earnings revisions.

МАРТ

22МАР 2019

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Our multi-asset investment views for March 2019

In this month's multi-asset views we upgrade credit given more supportive central bank policies.

ФЕВРАЛЬ

25ФЕВ 2019

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Our multi-asset investment views for February 2019

In this month's multi-asset views we discuss the potential for modest gains in risk assets, while remaining mindful that economic growth is weakening.