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.
This month we look at the prospects for trade and the dollar, the case for withdrawing extraordinary stimulus measures in Europe, and forthcoming elections in emerging markets.
In the first part of our series of articles assessing the outlook for next year, Keith Wade discusses whether the Goldilocks combination of strong growth and low inflation can continue in 2018.
Though many of Europe’s major political obstacles have been overcome, events in Spain highlight that political risk continues to simmer under the surface. These risks are contained for now, helped by quantitative easing which is set to continue into 2018.