At the latest Schroders Live event on 4 October, our panel looked at whether equities can sustain their stellar run in view of the coming reduction in central bank liquidity, geopolitical tensions, currency moves and stretched valuations.
Global Market Perspective
Small caps, global liquidity, and seven-year returns are among the topics in the spotlight in the latest economic and asset allocation views covering Q4 2017.
Matthew Dobbs, a veteran Asian fund manager, was in the eye of the storm in 1997. He examines why it happened and whether it could be repeated
Andrew Rose explains why the geopolitical backdrop should not distract investors from positive company-level changes in Japan.
Global central bank roundup: while the Federal Reserve moves towards normalisation of interest rates, it appears to remain a remote prospect for Japan and the UK.
The Schroders Economics Group provides its annual update of its 30-year return forecasts for a range of asset classes. Equities remain the asset class offering the greatest potential for returns.
Japan may appear less exposed than some other countries to US trade risks but it would still be affected by anti-globalisation measures.
Die Atmosphäre der Gespräche zwischen Shinzo Abe und Donald Trump schien freundlicher als erwartet – was die tatsächlichen Auseinandersetzungen wohl nur vertagt.