Die steigende Besorgnis über den Anteil an BBB-Unternehmensanleihen am Markt scheint übertrieben, wenn man den hohen Anteil an großen Unternehmen mit stabilen Gewinnen und defensiven Merkmalen berücksichtigt.
Judging the end of the market cycle is difficult. Here, Schroders fund managers - including Nick Kirrage, Nick Kissack and Alex Breese - discuss charts that have caught their eye.
Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.
Since 1980 the yield curve has accurately predicted the last five US recessions. After nearly a decade of economic expansion, is it telling us that another one is on its way in 2019?
In focus: The Schroders Economics Team now forecasts just one interest rate rise this year in the US. We explore why and consider other likely monetary policy moves in major economies.
Perspective: Growing concern over the increase in triple-B corporate bonds as a proportion of the market looks overdone given the strong contingent of large companies with stable earnings and defensive characteristics.